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
Young Emerging Financial Planner - Frequently Asked Questions
A career as a CPA financial planner or Personal Financial Specialist may be right for you! Here, you will find answers to some commonly asked questions about this unique career!
Published on September 20, 2013
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