Fiduciary Responsibilities for CPAs in Industry Q&A with Dan Gould
This discussion with CPA Dan Gould offers an overview of the Fiduciary Handbook and its relevance to members in industry acting as a fiduciary within the organizations they serve.
Published on March 29, 2011
Stay up to date on legislative and regulatory issues relating to the custody rule.
Published on March 15, 2013
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
Estate Tax Legislation
Stay up to date on legislative and regulatory issues relating to estate tax legislation.
Published on May 16, 2013
Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
Published on March 06, 2013
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