Cpfa exam stuvia - Study guides, Class notes & Summaries

Under the DOL regulation, many advisors to retirement plans and their participants will be - ANSWERS3(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 - ANSWERSplan sponsor about hiring fiduciary service providers, including the different roles service providers, including the different roles service p...