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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

    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 May 22, 2014

    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 May 20, 2014

    Roth Education Series - Part 2

    Webcast Importance of Roth conversion planning.
    Published on May 29, 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

    Roth Education Series - Part 3

    Webcast The third in this 3-part educational series covers recharacterizations in-depth.
    Published on May 29, 2014

    Statement on Standards in Personal Financial Planning Services

    Exposure Draft Information on the Statement on Standards in Personal Financial Planning Services.
    Published on May 20, 2014

    Young & Emerging CPA Financial Planners

    Overview Learn why a career as a CPA financial planner or Personal Financial Specialist may be right for you!
    Published on July 23, 2014

    The Planner Newsletter

    Newsletter January/February 2014 issue of the Planner
    Published on July 23, 2014

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