Plan Compliance Services, Inc.
Plan Compliance Services, Inc. assists retirement plan fiduciaries and service providers in obtaining an identity of trustworthiness through a Fiduciary Certification that conforms to the highest industry standards.
Why is independent fiduciary certification required? To increase Trust.
In an environment of investor anxiety, trust in asset management is more important than 
ever. Investor trust is critical to a firm which provides fiduciary functions. Stewards of retirement plans, endowments, foundations, and personal trusts are looking for proof of their investment firm's integrity. Conversely, investment firms, advisors, and third party administrators and recordkeepers are looking for a way to show that their trust is warranted.
CEFEX Certification provides an outstanding level of fiduciary trust and competence for all parties in an investment or retirement program.
Our services include CEFEX Fiduciary Certification Assessments for:
- Investment Advisors
- Investment Stewards - including Retirement Plan Trustees
- Investment Managers
- ASPPA TPA/Recordkeeper Certifications
Which organizations have already secured a CEFEX Fiduciary Certification? Click here for the complete list.
Founded in 2001, we are industry leaders in the promotion of fiduciary excellence both for the protection of investors as well as plan fiduciaries. Our services help to promote a 'best practices' environment for Investment Stewards (such as Retirement Plan trustees), Investment Managers, Investment Advisors, and TPA/Recordkeepers by our assessment of their compliance against a Global Standard of Fiduciary Excellence offered through CEFEX, the Centre for Fiduciary Excellence.
Want more information about how to obtain a CEFEX Certification for your organization?
Email us at CEFEX@PlanComplianceServices.com for an immediate response!
2451 McMullen Booth Road, Suite 200
Clearwater, Florida 33759
800.585.7540 or 813.356.0304, x110
Fax 813.281.9757
Info@PlanComplianceServices.com
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