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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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View More Press Releases by Centre for Fiduciary Excellence [CEFEX]
Press Release CEFEX Executive Chairman Blaine Aikin and Summit Group Retirement Planners, Inc. Honor Ten Investment Stewards for Fiduciary Excellence |
Issued by Centre for Fiduciary Excellence [CEFEX] June 20, 2019 |
PITTSBURGH, JUNE 13, 2019 - The Centre for Fiduciary Excellence (CEFEX), an Fi360® company, announced today that it has certified the investment fiduciary practices of ten Investment Stewards working with CEFEX certified Investment Advisor, Summit Group Retirement Planners, Inc. based in Exton, PA. These organizations are adhering to a global standard of excellence for Investment Stewards as evidenced by their successful completion of the independent CEFEX certification process. To honor their CEFEX certification, Summit Group Retirement Planners, Inc. and CEFEX are co-hosting an exclusive certificate presentation at The Ave King of Prussia on Thursday, June 13, 2019 from 5-7pm. The Investment Stewards receiving their CEFEX certificates are:
CEFEX Executive Chairman Blaine Aikin said: "Through CEFEX's independent assessment, the certification provides assurance to retirement plan participants that the investment fiduciaries to their plans have demonstrated adherence to the industry's best fiduciary practices." Derek Fiorenza, Managing Partner, Summit Group Retirement Planners, Inc, said "We believe every American deserves an opportunity to retire debt free and with dignity. As a result of that belief and philosophy, we continually strive to pursue better fiduciary practices and standards both as a firm and on behalf of our clients. The CEFEX process has provided an avenue for our clients to have their retirement plans independently reviewed and certified by the Centre for Fiduciary Excellence. We are extremely proud of our clients for achieving the impressive accomplishment known as the CEFEX Certification!" The fiduciary practices are based on the Fi360 Inc. publication: Prudent Practices for Investment Stewards® and are substantiated by legislation, case law and regulatory opinion letters from the Employee Retirement Income Security Act (ERISA), Investment Advisers Act of 1940, Uniform Prudent Investor Act (UPIA), Uniform Prudent Management of Institutional Funds Act (UPMIFA) and the Model Management of Public Employee Retirement Systems Act (MMPERSA) in the U.S. A summary of the fiduciary practices can be viewed by clicking on any of the plan sponsors on-line CEFEX certificates, available at www.cefex.org/CertifiedStewards. About CEFEX: About Fi360: BL:hh |
View More Press Releases by Centre for Fiduciary Excellence [CEFEX]
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