Outstanding Benefits, Clear Compliance
Uncover the full promise and financial value of your company retirement plan.
Engaged Financial Perspectives
Proven experience and perspectives can maximize contributions, reduce your tax obligations and strategically grow plan investments.
With proven investment insights, comprehensive planning and engaging, personalized financial services designed for your unique needs, we uncover lasting resilience with a remarkable flexibility.
Types of Retirement Plans for Your Employees
Profit-Sharing Plans (PSP)
Simple IRA Plans
Other Qualified Plan Options
Put simply, we ensure corporate retirement plans designed, administered and delivered to the highest standards, in service of your business and valued employees’ best interests.
The standards include specific criteria which have been substantiated by regulation or written in consultation with leading firms.
A successfully completed standards-based assessment results in certification. This is written assurance that the firm meets the requirements of the standard.
CEFEX certified firms voluntarily undertake annual audits by independent expert analysts. This continually verifies their adherence to the applicable standard and is supplemental to oversight performed by regulators, or financial auditors.
To Find out More About CEFEX, please visit: CEFEX | Fiduciary Excellence at Investment Advisory Firms.