Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

Defined Contribution Plan Administrator

Ingham Retirement Group
(Miami FL / Telecommute)
Actuarial Analyst

Venuti & Associates
(Los Altos CA)
Retirement Plan Administrator

Nicholas Pension Consultants
(Rancho Cordova CA / Corona CA)
Pension Administrator

KB Pension Services
(Bradenton FL)
ERISA Compliance Consultant

Employee Fiduciary, LLC
(Mobile AL / Saint Petersburg FL / Telecommute)
Retirement Plan Consultant

DWC - The 401(k) Experts
(Telecommute)
Account Manager / Client Service - 401k Plans

ABG Retirement Plan Services
(Peoria IL / Telecommute)
Plan Administrator - DC Specialist

AimPoint Pension
(Pompano Beach FL / Telecommute)
Retirement Plan Regional Director

Retirement Plan Consultants
(NC / Telecommute)
Defined Contribution / 401k Retirement Plan Administrator

Pension Consultants, Inc.
(Farmington CT)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook

By Date   |   By Company Name


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®:
CEFEX, Centre for Fiduciary Excellence, LLC, an 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 and www.cefex.org. Connect to CEFEX via Twitter or LinkedIn.

About Fi360®:
Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors' assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) designation, the Fiduciary Focus Toolkit(tm) and the Fi360 Fiduciary Score®. Fi360 is also the parent company of CEFEX. Learn more at www.fi360.com via Twitter or on LinkedIn.

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.

© 2019 BenefitsLink.com, Inc.