RPG Consultants proudly marks 14 consecutive years of certification from CEFEX, the Centre for Fiduciary Excellence, LLC. This achievement underscores RPG Consultants’ steadfast commitment to upholding superior standards in fiduciary care and its dedication to providing clients with transparent, reliable, and accountable services.
Receiving CEFEX certification involves a detailed evaluation of a firm’s internal practices, from operational procedures to compliance with fiduciary best practices on a global scale. RPG Consultants undertakes this annual certification process voluntarily, reinforcing its position as an industry benchmark and its dedication to consistently high standards in client service.
With this 14th consecutive CEFEX-ASPPA certification, RPG Consultants continues solidifying its role as a trusted and steadfast partner in fiduciary services. Clients can be confident that RPG is committed to sustaining high standards, adapting to evolving client needs, and maintaining transparency in every aspect of its operations.
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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 is a testament to our understanding of the importance of paying close attention to everything from high-level strategies and policies 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 are excited to share the continued recognition of our commitment to operational integrity, service excellence, and ongoing improvement. This 14th CEFEX-ASPPA certification is yet another testament to our dedication to prioritizing our clients’ best interests above all.
For information on the certification program and CEFEX please go to www.cefex.org, where a full copy of the Standard of Practice is also available there.
For information about ASPPA, please go to www.asppa.org.
For information on RPG, please go to www.rpgconsultants.com.
About CEFEX:
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 [email protected].