Talking to Your Client About Fiduciary Responsibility

May 18, 2012 at 6:16 pm Leave a comment

In my recent posts, we have been discussing fiduciary responsibilities for retirement plans.  How do you discuss with or recommend resources for your clients?  The AICPA has an interesting link on their web site at http://www.aicpa.org/interestareas/personalfinancialplanning/resources/pfppracticemanagement/fiduciaryresponsibility/pages/message%20points%20for%20pension%20plans%20of%20small%20businesses.aspx. It touches briefly on different issues that may be of interest in discussing with clients to make sure they understand their duties.

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Christine Gurney

A pension professional who shares her thoughts and ideas about the pension world for industry members and anyone else interested.

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