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    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...
    Published on March 03, 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

    Roth Education Series - Part 2

    Webcast With tax rates increasing in 2011 across the board coupled with the new 3.8% surtax that will be introduced in 2013, Roth conversion planning in 2010 becomes even more important. If it makes sense to convert, make...
    Published on April 08, 2011

    Roth Education Series - Part 3

    Webcast With tax rates increasing in 2011 across the board coupled with the new 3.8% surtax that will be introduced in 2013, Roth conversion planning in 2010 becomes even more important. If it makes sense to convert, make...
    Published on April 08, 2011

    Guidance on Roth IRA Conversions

    Guidance Take advantage of the many Roth IRA resources assembled here to assist in proper planning for your clients.
    Published on March 28, 2014

    Roth Conversions & Recharacterizations in a Volatile Environment

    Webcast In this web seminar, learn about the importance of technology in cultivating client relationships.
    Published on December 20, 2011

    Personal Financial Planning Consumer Content

    Overview Let us show you why the CPA/PFS may be the best financial planning advisor for you and where to locate a CPA/PFS in your area.
    Published on April 23, 2014

    Q&A With Meloni Hallock A CPAs Thoughts Regarding the Role CPAs Play Once Disaster Strikes

    FAQ Meloni Hallock discusses the benefits of the American Red Cross publication Disaster Recovery: A Guide to Financial Issues.
    Published on March 07, 2013

    The Practical Side of Roth Conversion Planning

    Webcast Listen to Robert Keebler, Steve Bigge and Lyle Benson share insight on Roth IRA conversion in this web event recording and download useful resources to assist your clients in the decision-making process.
    Published on April 08, 2011

    Resolution Regarding the Report of the Special Committee on Accreditation of Specialization

    Meeting Minutes The Strategic Planning Committee identified the development of an improved means for formally identifying, recognizing, advocating, and supporting new areas of specialization that warrant an accreditation program as a strategic initiative.
    Published on April 18, 2010

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