Fiduciary Responsibility Fact Sheet
A fiduciary's duty is to act in the interest of the plan's participants and beneficiaries to provide benefits. With respect to qualified plan assets, a fiduciary must act prudently, diversify the investments of the plan's assets, and act in a manner consistent with the plan's documents.
Published on March 03, 2010
Portability A Planning Game Changer
The Planner sat down with Steven Siegel to find out more about portability and to discover what CPA financial planners need to know about this topic.
Published on November 19, 2013
Results per page