Oct 21, 2023
RPG Consultants proudly announces its 12th consecutive year of certification from CEFEX, the Centre for Fiduciary Excellence, LLC. This notable achievement underscores RPG Consultants’ unwavering commitment to maintaining the highest standards in fiduciary excellence.
The annual CEFEX certification process involves a rigorous assessment of a firm’s internal procedures, operations, and adherence to global best practices. Only organizations that successfully meet these stringent criteria are awarded the esteemed CEFEX certification, underscoring their dedication to acting in the best interest of their clients.
This 12th CEFEX-ASPPA certification signifies our commitment to adhere to a standard of excellence and a dedication to Recordkeeping and Administration best practices. We are deeply honored to be recognized by CEFEX for over a decade, and we will continue to uphold the highest standards for our clients, ensuring they receive the best possible service.
CEFEX is an independent global assessment and certification organization. They work closely with industry experts to provide comprehensive assessment programs to improve the practices of investment advisors, stewards (retirement plans, foundations and endowments, etc.), investment managers, and other financial service providers. CEFEX also confers a formal certification for those firms that are willing to undergo a comprehensive audit and able to demonstrate that they fully conform to high standards that are substantiated in law and proven best practices.
Specifically, for our firm, we sought The American Society of Pension Professionals & Actuaries (ASPPA) Certification for Service Provider Excellence. This certification program was developed to recognize firms providing recordkeeping and/or administration services to retirement plans that adhere to a standard of excellence and a dedication to best practices. The program, which requires an annual certification renewal, encourages a culture of good governance and oversight at certified firms. The certification allows firms to distinguish themselves in a competitive marketplace and establish credibility with current and prospective clients and advisors.
The CEFEX-ASPPA certification offers testament to the fact that we understand the importance of paying close attention to everything from high level strategies and policies all the way down to the details of our business practices. The CEFEX Mark signifies that our clients can be confident that we are worthy of their trust.
We wanted to share news of the continuous recognition of our commitment to operational integrity, service provider excellence and continuous improvement that we have earned. This 12th CEFEX-ASPPA certification is yet another way we tangibly demonstrate that serving our clients best interests is our highest priority.
For information on the certification program and CEFEX please go to www.cefex.org, where a full copy of the Standard of Practice is available.
For information about ASPPA, please go to www.asppa.org.
For information on RPG, please go to www.rpgconsultants.com.
CEFEX®, Centre for Fiduciary Excellence, LLC, a Fi360® company, 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. CEFEX is based in Pittsburgh, PA. Learn more at www.cefex.org via Twitter or on LinkedIn.
About RPG Consultants:
RPG Consultants is a CEFEX-Certified Recordkeeper and Third Party Administrator (TPA) for retirement and benefit plans. Our retirement plan consultants at RPG provide a full range of professional, administrative, actuarial and consulting services as well as in-house daily recordkeeping. We have a dedicated Compliance department to ensure that all our plans remain in compliance with legislative changes and IRS/DOL requirements. We offer true open architecture investment choices of any mutual fund family, ETF and managed strategy – with no revenue sharing. RPG Consultants is a “non-producing” TPA – we do not market or sell investments. We strictly provide value-added consulting, administration and recordkeeping for company benefit plans. For more information about our services, call 212-947-4800 ext 225 or email firstname.lastname@example.org.