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CPFA exam questions and answers

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CPFA Exam Questions and Answers

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CPFA Exam UPDATED Exam Questions And CORRECT Answers Which statement regarding service providers is TRUE? A) A TPA performs annual compliance testing. B) A recordkeeper has the legal obligation to provide an interpretation of a plan provision. C) An accountant processes the "money out" for a participant account. D) A plan advisor is responsible for drafting annual safe harbor notices. - CORRECT ANSWERA) A TPA performs annual compliance testing. Which statement regarding bundled servic...

CPFA Exam Questions and Answers

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CPFA Exam with Verified Solutions Latest A) A TPA performs annual compliance testing. - Answer -Which statement regarding service providers is TRUE? A) A TPA performs annual compliance testing. B) A recordkeeper has the legal obligation to provide an interpretation of a plan provision. C) An accountant processes the "money out" for a participant account. D) A plan advisor is responsible for drafting annual safe harbor notices. A) Provides efficient contribution and distribution processe...

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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 the different roles servi...