RPG Consultants is proud to be a CEFEX-Certified Recordkeeper and Third Party Administrator (TPA).
The Centre for Fiduciary Excellence, LLC. is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, recordkeepers, administrators and managers.
The ASPPA Standard of Practice describes how a recordkeeper of any size or type can help Plan Sponsors fulfill their fiduciary obligations. CEFEX uses 2 classifications: 1. in-house recordkeeping services and 2. administration services (i.e. third party administration). The standard includes best practices for governance, organization, human resources, operations, planning, systems, and disclosure, as defined by a cross-industry task force established in 2007. The Standard is modeled after the “Prudent Practices for Investment Stewards” published by Fi360, Inc. of Pittsburgh, PA.
CEFEX Letter of Registration (280.9 KB)
CEFEX Press Release (94.9 KB)
