CEFEX®, 卓越受托人中心, 有限责任公司, Fi360®公司, 是独立的认证机构吗. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, 顾问, recordkeepers, 管理员和经理. CEFEX总部位于宾夕法尼亚州匹兹堡.

提高效率

公司s that undertake the CEFEX certification process have developed their processes to maximize quality and efficiency. The processes at these firms are well-established and guidelines are in place, 从而促进培训, 转换, 和解决问题.

Studies have shown that ISO Quality-Management System1 certified companies experience increased productivity and improved financial performance, 与未经认证的公司相比.

持续改进

CEFEX标准规定了审计过程, 根据收集到的数据进行管理评审和改进. CEFEX assessments are conducted on an annual basis where Opportunities for Improvement (OFI) may be issued. CEFEX不断寻找公司的纠正措施, 向员工灌输持续改进的文化.

公众认可

CEFEX is becoming increasingly respected as the mark of the highest integrity and transparency in the financial services industry. 许多公司只是简单地陈述他们对信托事务的认识. 公司s which undertake independent CEFEX assessments project a more meaningful commitment to the best fiduciary-support practices.

更好的供应商关系

互利的供应商关系(如.g., between recordkeeper/administrator and advisor) are one of the key attractions to CEFEX certification. CEFEX–certified firms complement each other in their adherence to a global fiduciary standard of excellence. This adherence to best practice for documentation and monitoring ensures that investments of the highest quality are used in retirement plans and other vehicles. The process also requires thorough evaluation of new service providers before a change is made and ensures consistency with respect to how investments are managed.

加强风险管理

CEFEX使用的标准要求所有过程的文件, 除了变化之外, 错误和差异. This ensures consistency throughout the administration process and accountability of all staff. This also ensures traceable records are available in case of complaints or litigation.

操作的一致性

All processes are defined, outlined and documented, minimizing possibilities of error. 甚至对过程进行更改的过程也应该记录下来, ensuring that changes are well-planned and implemented in a way to maximize efficiency. 在cefex注册的公司采用最佳做法收集数据, 报告, 报告标签, and therefore minimize the risk of document obsolescence or reporting errors.

提高决策能力

The standards used by CEFEX set out clear instructions for assessments and process reviews that facilitate information-gathering and decision-making based on the data. Certified firms make decisions based on factual data, which ensures better operational results.

始终如一的客户满意度

ASPPA certification is a cost effective way for service providers to help plan sponsors fulfill their own fiduciary obligations. 计划发起人需要监视许多服务提供者的可交付成果, 包括计划报告, 费用信息披露, 参与者服务(e).g., 投诉处理), 监管改革, 表格5500准备, 非歧视测试和内部控制. A CEFEX-certified firm demonstrates readiness and adherence to best practices in fulfilling all of these activities.

令人羡慕的员工士气

定义角色和职责, 管理责任, established training systems and a clear picture of how their roles affect fiduciary excellence and the overall success of the company, 所有这些都有助于提高认证公司员工的满意度和积极性.