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
Prudent Investment Practices A Handbook for Investment Fiduciaries - Factsheet
Overview:
Prudent Investment Practices: A Handbook for Investment Fiduciaries identifies practices that prescribe a timeless and flexible process for successful investment management decision-making.
Published on May 17, 2013
Investment Advisory Essential Performance Metrics
Webcast:
This web seminar is designed to provide a foundation for advanced application strategies and additional investment vehicles for use with clients
Published on September 26, 2012
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
Prudent Investment Practices Handbook Factsheet
Overview:
View a bulleted overview of the major features of the Fiduciary Handbook. Learn more about prudent investment practices and the significance for you in your practice.
Published on March 29, 2011
You are the Value
Webcast:
In this web seminar, Leo Pusateri, president of Pusateri Consulting and Training, discusses how the Value Revolution, the Changing Client and the Client’s Dilemma require Financial Entrepreneurs to develop powerful, personal answers to the seven critical questions of distinction, and “know their value.”
Published on October 09, 2012
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