Cpfa exam 2025 - Study guides, Class notes & Summaries
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CPFA EXAM NEWEST ACTUAL EXAM 2025 QUESTIONS AND DETAILED CORRECT ANSWERS | 100% CORRECT ANSWERS
- Exam (elaborations) • 61 pages • 2024
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CPFA EXAM NEWEST ACTUAL EXAM 
2025 QUESTIONS AND DETAILED 
CORRECT ANSWERS | 100% CORRECT 
ANSWERS
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CPFA Exam with Verified Solutions Latest
- Exam (elaborations) • 22 pages • 2024
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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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CPFA (Actual) Exam Latest Update with Correct Solutions
- Exam (elaborations) • 14 pages • 2024
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CPFA (Actual) Exam Latest Update with 
Correct Solutions 
Under the DOL regulation, many advisors to retirement plans and their participants will be - Answer - 
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 - Answer -plan sponsor about hiring fiduciary service providers, including 
the different r...
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CPFA License Exam | (Certified Plan Fiduciary Advisor) Practice Questions
- Exam (elaborations) • 4 pages • 2024
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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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