What are the duties of a religious leader as a fiduciary (in some contexts)

The Bogart way. Bogart Wealth is a fee-only fiduciary firm. That means we get paid by you; we don't accept commissions from third parties to promote or sell ... Within ten days of appointment, appointees must file a notice of appointment with OCA. Additionally, when a judge approves payment greater than $500 to a ... Employer/plan sponsor. Employers who maintain plans, also referred to as plan sponsors, are typically fiduciaries by reason of being named fiduciaries or by ... The Public Fiduciary is an appointed County official who is responsible to serve as guardian, conservator, or personal representative for individuals who do not ... Nov 6, 2014 ... Executors, Administrators, and Voluntary Administrators are fiduciaries and have a fiduciary duty to the estate. This means that they have a ... Aug 30, 2022 ... Legally speaking, the fiduciary duty of an insurance agent and a certified financial planner are the same. There isn't a lower “bar” or “level” ... A fiduciary shall administer a trust or estate impartially, based on what is fair and reasonable to all of the beneficiaries. Only certain types of individuals, banks or trust companies may serve as nonresident fiduciaries. Please consult Tennessee Code Annotated, Section 35-50-107 for ... The Public Fiduciary assumes these functions for individuals who have been determined to be unable to handle their own personal business affairs, when there are ... Fiduciary status is based on the functions the person performs for the plan, not just the person's title. Using discretion in administering and managing a plan ...