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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
Custody Rule
News:
Stay up to date on legislative and regulatory issues relating to the custody rule.
Published on March 15, 2013
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
Estate Tax Legislation
News:
Stay up to date on legislative and regulatory issues relating to estate tax legislation.
Published on May 16, 2013
Other Matters
News:
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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