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 It touches briefly on different issues that may be of interest in discussing with clients to make sure they understand their duties.


Entry filed under: Ethics. Tags: , , , , , , , , , , .

Pension Investment Pre-retirees’ Concerns Regarding Retirement

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s

Trackback this post  |  Subscribe to the comments via RSS Feed

Christine Gurney

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

Enter your email address to follow this blog and receive notifications of new posts by email.

Vote in Today’s US Midterm Elections

I Voted