With Estimated $1 Trillion in 401(k) Rollovers Annually, CFP Board Publishes Guide on Fulfilling Fiduciary Duty While Providing Rollover Advice
August 20, 2026
August 20, 2026
WASHINGTON, Aug. 20 (TNSrpt) -- The Certified Financial Planner Board of Standards issued the following news release:
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With Estimated $1 Trillion in 401(k) Rollovers Annually, CFP Board Publishes Guide on Fulfilling Fiduciary Duty While Providing Rollover Advice
CFP Board has published the Guide to Applying the Fiduciary Duty to Rollovers, a guide to help CFP(R) professionals provide financial advice on whether to roll over assets from an employer plan . . .
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With Estimated $1 Trillion in 401(k) Rollovers Annually, CFP Board Publishes Guide on Fulfilling Fiduciary Duty While Providing Rollover Advice
CFP Board has published the Guide to Applying the Fiduciary Duty to Rollovers, a guide to help CFP(R) professionals provide financial advice on whether to roll over assets from an employer plan . . .