Definiti
|
Carpenter Morse Group
|
Actuarial Benefits & Design Company
|
CMC Pension Professionals
|
Atlantic Pension Services Inc
|
Definiti
|
Manager, Defined Contribution Administration Definiti
|
401(k) Plan Administrator -- Sign-on bonus! Blue Ridge ESOP Associates
|
ESOP Administrator -- Sign-on bonus! Blue Ridge ESOP Associates
|
Retirement Plan Distribution Specialist Karel-Gordon & Associates
|
Quantech Pensions LLC
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
![]() |
![]() ![]() ![]() |
View More Press Releases by Centre for Fiduciary Excellence [CEFEX]
Press release:
Argent Retirement Plan Advisors, LLC d/b/a/ Heritage Retirement Plan Advisors Certified for Fiduciary Excellence |
Issued by: Centre for Fiduciary Excellence [CEFEX] Date: Oct. 3, 2019 |
PITTSBURGH, OCTOBER 3, 2019 - CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360®, Inc. company, has certified Argent Retirement Plan Advisors, LLC d/b/a/ Heritage Retirement Plan Advisors in Oklahoma City, OK to the standard described in the handbook "Prudent Practices® for Investment Advisors". Argent Retirement Plan Advisors, LLC d/b/a/ Heritage Retirement Plan Advisors (Argent) joins the elite group of Investment Advisors to successfully complete the independent certification process. The standard describes how an Investment Advisor assumes the responsibility for managing a client's overall investment management process, which includes the selection, monitoring and de-selection of investment managers, as well as developing processes to implement investment strategies and fiduciary practices on an ongoing basis. According to the Managing Director of the Centre for Fiduciary Excellence, Carlos Panksep, "Through CEFEX's independent assessment, the certification provides assurance to individual and institutional clients, that Argent has demonstrated adherence to the industry's best fiduciary practices. This indicates the firm's interests are aligned with retirement plan participants and investors." "For more than 10 years, Heritage Retirement Plan Advisor's mission has stayed true to providing clients with unbiased guidance and transparency with the highest ethical standards," said Brad Knowles, managing director of Heritage Retirement Plan Advisors. "We applied for CEFEX certification because our retirement plan clients deserve proof of fiduciary process and transparency about the quality of their investments. It's also necessary in today's world, as 'fiduciary' can be a confusing word. Passing this strict audit certifies that we work in their best interest as prudent plan fiduciaries and provide effective stewardship of their assets." Argent is certified in discretionary and non-discretionary investment advisory services for retirement plans. Argent is registered on this public page, where its certificate can also be viewed. The standard is substantiated by legislation, case law and regulatory opinion letters from the Employee Retirement Income Security Act (ERISA), the Investment Advisers Act of 1940, the Uniform Prudent Investor Act (UPIA), the Uniform Prudent Management of Institutional Funds Act (UPMIFA) and the Model Management of Public Employee Retirement Systems Act (MMPERSA) in the U.S. A full copy of the standard can be downloaded from CEFEX at www.cefex.org and a summary can be viewed by clicking on Argent's on-line Independent Assessment Report. More information about Argent Retirement Plan Advisors, LLC d/b/a/ Heritage Retirement Plan Advisors is available at www.heritage-401k.com. About CEFEX®: About Fi360®: BL:hh |
View More Press Releases by Centre for Fiduciary Excellence [CEFEX]
This is a press release issued by the company named above. BenefitsLink is not the author. Use of any information obtained from this release is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink. |