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Press Releases by Date  |   Press Releases by Company Name


Centre for Fiduciary Excellence [CEFEX]
Press Releases

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Date Headline
Dec. 12, 2017 Equius Partners is Certified for Fiduciary Excellence
Dec. 6, 2017 Phillip A. Matheson - Independent Financial Partners is Certified for Fiduciary Excellence
Nov. 14, 2017 Prime Pensions, Inc. is Certified to Industry Best Practices
Nov. 8, 2017 Cambridge Investment Research Advisors, Inc. Certified for Investment Support Services
Nov. 1, 2017 BrightPlan, First 'Robo'-Advisor, to be Certified for Fiduciary Excellence
Oct. 19, 2017 Mid-Atlantic United Methodist Foundation, Inc. is Certified for Fiduciary Excellence
Oct. 17, 2017 Oak City Consulting is Certified for Fiduciary Excellence
Sept. 26, 2017 Nvest Financial Group, LLC is Certified for Fiduciary Excellence
Sept. 21, 2017 Direct Retirement Solutions is Certified for Fiduciary Excellence
Aug. 30, 2017 Billings & Co., Inc. is Certified to Industry Best Practices
July 17, 2017 SevenHills Benefit Partners, a Pensionmark Retirement Firm, is Certified for Fiduciary Excellence
June 6, 2017 PlanCheckr, LLC is Certified for Investment Support Services
May 30, 2017 Sovereign Investment Advisors, LLC is Certified for Fiduciary Excellence
Mar. 20, 2017 Bosch Financial and IFP Plan Management are Certified for Fiduciary Excellence
Jan. 4, 2017 LHD Retirement Advisors Certified for Fiduciary Excellence
Dec. 6, 2016 Kidder Advisers, LLC is Certified for Fiduciary Excellence
Nov. 29, 2016 Clear Financial Advisors is Certified for Fiduciary Excellence
Nov. 22, 2016 Moneta Group Investment Advisors, LLC is Certified for Fiduciary Excellence
Oct. 25, 2016 Certified Advisory Corporation is Certified for Fiduciary Excellence
Oct. 17, 2016 PWL Capital Inc. is Certified for Fiduciary Excellence
Sept. 29, 2016 Greenberg Graham Advisors, LLC is Certified for Fiduciary Excellence
Sept. 27, 2016 Financial Management, Inc. is Certified for Fiduciary Excellence
Sept. 20, 2016 Cygnet Financial Planning, Inc. is Certified for Fiduciary Excellence
Aug. 31, 2016 Allodium Investment Consultants is Certified for Fiduciary Excellence
July 27, 2016 Altigro Pension Services, Inc. is Certified to Industry Best Practices
June 30, 2016 Advent Design Corporation is Certified for Fiduciary Excellence
June 30, 2016 Keating Partners is Certified for Fiduciary Excellence
June 22, 2016 Redrock Wealth Management is Certified for Fiduciary Excellence
June 8, 2016 Sentinel Benefits & Financial Group is Certified to Industry Best Practices
May 31, 2016 Mancell Financial Group is Certified for Fiduciary Excellence
May 23, 2016 Victory Asset Management Company is Certified for Fiduciary Excellence
May 9, 2016 Alman Partners Pty Ltd is Certified for Fiduciary Excellence
May 2, 2016 Pensionmark Financial Group, LLC is Certified for Investment Support Services
Apr. 1, 2016 Capital Partners Consulting Pty Ltd is Certified for Fiduciary Excellence
Mar. 29, 2016 Pilgrims Capital Advisors, Inc. is Certified for Fiduciary Excellence
Mar. 7, 2016 Niles Lankford Group, Inc. is Certified to Industry Best Practices
Feb. 16, 2016 Stockshield, LLC is Certified for Fiduciary Excellence
Feb. 8, 2016 Bronfman E.L. Rothschild is Certified for Fiduciary Excellence
Feb. 4, 2016 Satis Asset Management Limited is Certified for Investment Advisor Fiduciary Excellence
Feb. 1, 2016 Alliance Benefit Group of Illinois is Certified for Fiduciary Excellence
Jan. 25, 2016 MHK Retirement Partners is Certified for Fiduciary Excellence
Jan. 18, 2016 Savant Capital, LLC Certified to ERISA 3(16) Administrator Role
Jan. 11, 2016 Conestoga Group, Inc. is Certified for Fiduciary Excellence
Dec. 21, 2015 Mariaca Wealth Management, LLC is Certified for Fiduciary Excellence
Dec. 14, 2015 Murphy & Sylvest is Certified for Fiduciary Excellence
Dec. 10, 2015 Northern Wyoming Community College Foundation dba Sheridan College Foundation is Certified for Fiduciary Excellence
Dec. 7, 2015 Open Window Financial Solutions, Ltd. is Certified for Fiduciary Excellence
Nov. 4, 2015 InterOcean Capital, LLC is Certified for Fiduciary Excellence
Oct. 26, 2015 Delmont Utilities is Certified for Fiduciary Excellence
Oct. 26, 2015 Greg A. Vietri, Inc. is Certified for Fiduciary Excellence
Oct. 26, 2015 Heritage's Dairy Stores is Certified for Fiduciary Excellence
Sept. 29, 2015 Delaware Valley Retirement, Inc. is Certified to Industry Best Practices
Sept. 22, 2015 Beacon Benefits, Inc. is Certified to Industry Best Practices
Sept. 2, 2015 BpH Wealth Management LLP is Certified for Investment Advisor Fiduciary Excellence, The First in The United Kingdom
July 28, 2015 Stewart Financial Group Limited is Certified for Fiduciary Excellence
July 21, 2015 Private Advisor Group is Certified for Investment Support Services
July 14, 2015 Christopher R. Rainer -- LPL Financial is Certified for Fiduciary Excellence
June 30, 2015 Colony Group LLC is Certified for Fiduciary Excellence
June 23, 2015 FTB Advisors, Inc. is Certified for Fiduciary Excellence
June 9, 2015 DWC ERISA Consultants, LLC is Certified to Industry Best Practices
June 2, 2015 Preferred Pension Planning Corporation is Certified to Industry Best Practices
May 13, 2015 American Benefits Systems, d.b.a. Simpkins & Associates is Certified to Industry Best Practices
May 6, 2015 Mariner Retirement Advisors is Certified for Fiduciary Excellence
Apr. 22, 2015 Blue Prairie Group is Certified for Fiduciary Excellence
Apr. 8, 2015 Alliant Employee Benefits Is Certified To Industry Best Practices
Mar. 24, 2015 BAC Capital Advisors, LLC is Certified for Fiduciary Excellence
Mar. 9, 2015 The Centurion Group, LLC is Certified for Fiduciary Excellence
Feb. 19, 2015 Qualified Plan Solutions, LC is Certified to Industry Best Practices
Feb. 10, 2015 Retirement Strategies, Inc. is Certified to Industry Best Practices
Feb. 5, 2015 CEFEX Introduces Fiduciary Certification Workshops
Jan. 26, 2015 Consilium Group Is Certified For Fiduciary Excellence
Jan. 20, 2015 Pension Associates International is Certified to Industry Best Practices
Jan. 13, 2015 United Retirement Plan Consultants is Certified to Industry Best Practices
Dec. 18, 2014 Trinity Pension Group, LLC is Certified to Industry Best Practices
Nov. 19, 2014 Creative Retirement Systems, Inc. is Certified to Industry Best Practices
Nov. 3, 2014 Houston Municipal Employees Pension System is Certified for Fiduciary Excellence
Oct. 13, 2014 Brand Asset Management Group, Inc. is Certified for Fiduciary Excellence
Sept. 30, 2014 Independent Financial Partners is Certified for Investment Support Services
Sept. 11, 2014 Atlantic Pension Services Inc. is Certified to Industry Best Practices
Sept. 3, 2014 The Stephenson National Bank and Trust is Certified for Fiduciary Excellence
Aug. 26, 2014 Summit Group Retirement Planners, Inc. is Certified for Fiduciary Excellence
Aug. 6, 2014 Donald J. Settina Is Certified For Fiduciary Excellence
May 20, 2014 CEFEX Introduces Strong Data Security Requirements Into Certification Assessments
May 13, 2014 American National Bank of Texas Certified To ERISA 3(16) Administrator Role
Apr. 22, 2014 Wealth Management Services, Inc. is Certified for Fiduciary Excellence
Apr. 15, 2014 Case Pearlman Retirement Plan Advisors, LLC is Certified for Fiduciary Excellence
Apr. 8, 2014 Sentinel Pension Advisors, Inc. is Certified for Fiduciary Excellence
Mar. 10, 2014 CEFEX and fi360 Provide Details of Certification Program to SEC Office for Compliance Inspections And Examinations
Mar. 3, 2014 Edward Chairvolotti is Certified for Fiduciary Excellence
Feb. 21, 2014 Alliance Benefit Group-Pentegra Is Certified To Industry Best Practices
Feb. 5, 2014 Commonwealth Financial Program Is Certified For Fiduciary Excellence
Jan. 28, 2014 Wabash Capital Is Certified For Fiduciary Excellence
Jan. 21, 2014 Securian Retirement Is Certified To Industry Best Practices
Jan. 14, 2014 ProCourse Fiduciary Advisors, LLC Has Been Certified For Fiduciary Excellence
Dec. 17, 2013 Guardian Capital Advisors, LLC Is Certified For Fiduciary Excellence
Oct. 30, 2013 Pension Planning Consultants, Inc. Is Certified To Industry Best Practices
Oct. 23, 2013 CEFEX Announces Certification of Smart Investor of Rocklin, CA as an Investment Advisor
Oct. 7, 2013 CEFEX Renews Registrations for Leaders Adhering to Best Practices in Fiduciary Excellence
Sept. 30, 2013 LPL Financial Program Certified for Fiduciary Excellence by CEFEX
Sept. 20, 2013 National Benefit Services, LLC Is Certified To Industry Best Practices
Aug. 12, 2013 QRPS, Inc. is Certified to Industry Best Practices
June 17, 2013 Intac Actuarial Services, Inc. Is Certified To Industry Best Practices
May 29, 2013 Stone Hill Fiduciary Management, LLC Is Certified For Fiduciary Excellence
Apr. 24, 2013 CEFEX Delivers First Independent Fee Disclosure Assessment
Apr. 2, 2013 CEFEX Renews 19 Registrations
Feb. 19, 2013 Business Financial Group, LLC Is Certified For Fiduciary Excellence
Feb. 12, 2013 Benefit Planning Consultants, Inc. Is Certified To Industry Best Practices
Nov. 29, 2012 Plexus Financial Services Is Certified For Fiduciary Excellence
Oct. 24, 2012 Advanced Pension Solutions, Inc. Is Certified To Industry Best Practices
July 24, 2012 Capital Retirement Plan Services, Inc. Is Certified To Industry Best Practices
July 9, 2012 CEFEX Renews 23 Registrations
June 26, 2012 RPG Consultants Is Certified To Industry Best Practices
May 25, 2012 401(k) Advisors Is Certified For Fiduciary Excellence
May 1, 2012 Soltis Investment Advisors Is Certified For Fiduciary Excellence
Apr. 25, 2012 CEFEX Enhances Plan Sponsor And Service Provider Certification Criteria In Response To Department Of Labor's Fee Disclosure Regulation
Mar. 5, 2012 Miller / Russell & Associates, LLC Is Certified For Fiduciary Excellence
Jan. 31, 2012 Kidder Benefits Consultants, Inc. Is Certified To Industry Best Practices
Jan. 24, 2012 Benefit Plans Inc. Is Certified To Industry Best Practices
Jan. 18, 2012 First Allied Retirement Services / Associates in Excellence Is Certified To Industry Best Practices
Dec. 14, 2011 Summit Benefit & Actuarial Services, Inc. Is Certified To Industry Best Practices
Oct. 14, 2011 Hardy Reed, LLC Is Certified For Fiduciary Excellence
Sept. 20, 2011 Benefits Administrators, LLC Is Certified To Industry Best Practices
Sept. 12, 2011 Presidium Retirement Advisers, Inc. Is Certified For Fiduciary Excellence
Sept. 2, 2011 Elliott Davis Investment Advisors Is Certified For Fiduciary Excellence
Aug. 10, 2011 Finance Expert Added To CEFEX Program
Aug. 2, 2011 Fiduciary Firewall Consulting Is Among First To Have Its Investment Support Services Certified
July 27, 2011 Associated Benefit Planners Is Certified To Industry Best Practices
July 7, 2011 Pension Financial Services, Inc. Is Certified To Industry Best Practices
June 16, 2011 KTRADE Alliance Is Certified To Industry Best Practices
June 8, 2011 Iron Financial Is Certified For Fiduciary Excellence
Mar. 29, 2011 Atessa Benefits Inc. Is Certified To Industry Best Practices
Mar. 29, 2011 Blue Ridge ESOP Associates Is Certified To Industry Best Practices
Mar. 15, 2011 Firm Is Certified To Recordkeeping And Investment Advisor Best Practices
Mar. 2, 2011 Investment Advisor Is Certified For Fiduciary Excellence
Feb. 23, 2011 Union Plan Is First To Be Certified For Fiduciary Excellence
Feb. 15, 2011 Administrator Is Certified To Industry Best Practices
Feb. 1, 2011 Fiduciary Experts Partner To Strengthen Independent Certification Program
Nov. 8, 2010 CEFEX Enhances Investment Advisor Certification Program
Mar. 23, 2010 Pension Solutions, Inc. Is Certified To Industry Best Practices
Dec. 9, 2009 Fiduciary Consulting Group, LLC (FCG) Is Certified As A Fiduciary Adviser Per The Pension Protection Act
Oct. 16, 2009 Suemori & Inouye, Inc. Is Certified To Industry Best Practices
Oct. 9, 2009 Creative Plan Designs, Inc. Is Certified To Industry Best Practices
Sept. 29, 2009 CEFEX Certifies Montgomery Retirement Plan Advisors
July 29, 2009 MJM401k, LLC Is Certified For Fiduciary Excellence
June 25, 2009 Investment Advisor Is Certified For Fiduciary Excellence
June 25, 2009 Recordkeeper Is Certified To Industry Best Practices
June 11, 2009 CEFEX Acknowledges 63 Certifications
Mar. 10, 2009 CEFEX Certifies Alliance Benefit Group of Michigan
Mar. 6, 2009 CEFEX Certifies Alliance Benefit Group of Houston
Feb. 9, 2009 Moran & Associates, Inc. / G. Russell Knobel & Associates, Inc. Is Certified To Industry Best Practices
Jan. 27, 2009 Securian Retirement of St. Paul, MN Is First To Be Certified For Fiduciary Excellence
Oct. 1, 2008 Recordkeeper Is Certified To Industry Best Practices
Sept. 25, 2008 Investment Advisor Is Certified For Fiduciary Excellence
Sept. 18, 2008 Recordkeeper Is Certified To Industry Best Practices
June 25, 2008 CEFEX Advisor Certification Now Renders Legal Opinion on Compliance
June 11, 2008 Alpha Advisors LLC Is Certified For Fiduciary Excellence
May 28, 2008 DailyAccess Corporation Is Certified To Industry Best Practices
May 28, 2008 GMP Private Client First In Canada Certified for Fiduciary Excellence
May 16, 2008 Benefit Plans Plus LLC Is Certified To Industry Best Practices
Apr. 29, 2008 American Pensions Inc. Is Certified For Fiduciary And Recordkeeping Excellence
Apr. 29, 2008 Benefit Funding Services Group, LLC Is Certified For Fiduciary Excellence
Oct. 29, 2007 BHCO Capital Management Inc. Is Certified For Fiduciary Excellence
Oct. 29, 2007 Rogers Capital Management, Inc. Is Certified For Fiduciary Excellence
Aug. 28, 2007 Industry Experts To Establish CEFEX Advisory Council
July 18, 2007 First U.S. Retirement Plan Certified for Fiduciary Excellence
 
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