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CPFA EXAM WITH CORRECT 150+ QUESTIONS WITH CORRECTRY ANALYZED ANSWERS (ACTUAL EXAM) ALREADY GRADED A+ LATEST 2024

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CPFA ACTUAL EXAM 160 QUESTIONS WITH COMPLETE SOLUTIONS 2024 (VERIFIED ANSWERS) A+ RATED.

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CPFA Exam Actual Questions and answers | Newest 100% verified correct

2024 CPFA EXAM / LATEST CPFA ACTUAL EXAM 2024 REAL EXAM QUESTIONS AND WELL ERLABORATED ANSWERS (100% CORRECT VERIFIED ANSWERS) A NEW UPDATED VERSION |ALREADY GRADED A+

A) A TPA performs annual compliance testing. - 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 processes. - Which statement regarding bundled service ...

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 service providers ...

A) A TPA performs annual compliance testing. - - - 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 processes. - - - Which statement regarding bundled se...

ERISA (Employee Retirement Income Security Act of 1974) - - regulates the retirement plan industry - defines who is a fiduciary - fiduciaries must meet a standard of conduct - protects interests of participants - provides participants with plan information - government reporting - civil enforcement provisions IRC 3(21)(A) - a person is a fiduciary with respect to a plan to the extent the person exercises discretion or renders investment advice for a fee The Exclusive Purpose Rule - a...