Page
1
Showing results
1 -
6
of
6
Fiduciary Responsibilities for CPAs in Industry Q&A with Dan Gould
FAQ:
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
Why Investment Advisory Services
FAQ:
These questions and answers will help you understand your opportunities to provide investment advisory services.
Published on August 26, 2010
Illustrative Engagement Letter for an Investment Advisory Agreement
Sample Letter:
The following agreement is for investment advisers who manage money on a discretionary basis. However, the agreement can readily be tailored to other forms of advisory relationships whereby the adviser plays some role in managing the investments and portfolio of his or her client.
Published on September 23, 2010
Fiduciary Responsibility Fact Sheet
Overview:
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
Fiduciary Responsibility Message Points for Pension Plans of Nonprofits
Media Outreach:
A nonprofit board member that has the responsibility to invest money acts as a fiduciary. As a fiduciary, board members are required to know the law. View a checklist to help nonprofit board members understand their investment-related fiduciary responsibilities.
Published on March 03, 2010
PFP Tax News
News:
The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
Published on May 16, 2013
Show
Results per page