Cpfa exam 1 - Study guides, Class notes & Summaries
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CPFA 1 EXAM SOLVED 100% CORRECT!!
- Exam (elaborations) • 2 pages • 2023
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CPFA 1 EXAM SOLVED 100% CORRECT!!
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CPFA 1 Exam/17 Complete Questions and Answers
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CPFA 1 Exam/17 Complete Questions and Answers
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CPFA License Exam | (Certified Plan Fiduciary Advisor) Practice Questions
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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 ...
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CPFA 1 Exam Questions with correct Answers 2023
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Employee Retirement Income Security Act (ERISA) - Answer- Established 1974 
 
ERISA was passed to establish - Answer- A set of federally-regulated provisions with the primary purpose of protecting participants and beneficiaries 
 
ERISA had the important function of - Answer- Pre-empting the patchwork of state fiduciary laws 
 
Before ERISA - Answer- Workers had no legal rights to their benefits 
 
Before ERISA benefits were - Answer- Seen as a reward for those who were loyal to a company their ...
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