Cpfa investment Study guides, Class notes & Summaries

CPFA License Exam | (Certified Plan Fiduciary Advisor) Practice Questions What are the 4 basic fiduciary standards under the Fiduciary Standard of Care? (Section 404) 1.) Loyalty - (Exclusive purpose rule - Providing benefits to participants and their beneficiaries; and defraying reasonable expenses of administering the plan) 2.) Prudence - (Act with prudence by investigating before making any plan decisions, documenting the decision-making process, hiring experts when they don't possess ...

CPFA EXAM 2 VERSIONS WITH VERIFIED QUESTIONS AND ANSWERS RATED A+ Which of the following reports can be used in measuring plan effectiveness and participant outcomes? A) Number of terminated participants who elected to roll their accounts into IRAs. B) Average deferral rate of participants in the plan. C) Independent accountant's required annual audit of the plan. D) Summary Annual Report. - B) Average deferral rate of participants in the plan. All of the following are benefits of p...

CPFA EXAM 2 VERSIONS WITH VERIFIED QUESTIONS AND  ANSWERS RATED A+ Which of the following reports can be used in measuring plan effectiveness and participant  outcomes? A) Number of terminated participants who elected to roll their accounts into IRAs. B) Average deferral rate of participants in the plan. C) Independent accountant's required annual audit of the plan. D) Summary Annual Report. - B) Average deferral rate of participants in the plan. All of the following are benefits of...

CPFA EXAM QUESTIONS AND CORRECT ANSWERS Under the DOL regulation, many advisors to retirement plans and their participants will be 3(21) fiduciaries. They will act alongside other fiduciary service providers who are also not necessarily named in the plan document but who exercise discretionary control over plan provisions or plan investments. The advisor should educate the plan sponsor about hiring fiduciary service providers, including the different roles service providers, including th...

CPFA INVESTMENT MANAGEMENT ( MODULE 3 OF ASPPA COURSE ) EXAM 2024 QUESTIONS AND CORRECT ANSWERS |A GRADE. CPFA INVESTMENT MANAGEMENT ( MODULE 3 OF ASPPA COURSE ) EXAM 2024 QUESTIONS AND CORRECT ANSWERS |A GRADE. CPFA INVESTMENT MANAGEMENT ( MODULE 3 OF ASPPA COURSE ) EXAM 2024 QUESTIONS AND CORRECT ANSWERS |A GRADE. CPFA INVESTMENT MANAGEMENT ( MODULE 3 OF ASPPA COURSE ) EXAM 2024 QUESTIONS AND CORRECT ANSWERS |A GRADE. CPFA INVESTMENT MANAGEMENT ( MODULE 3 OF ASP...