Why work with a CEFEX certified 401(k) advisor?
Why Choose Us?
Since 1976 advisors at Certified Financial Group have been providing financial planning, wealth management, and retirement plan solutions for a fee.
Certified Benefits Corp was founded in 1996 as a member of Certified Financial Group (CFG), with the express charter to create a lower cost, customized retirement plan solution for its personal wealth management clients.
How a CEFEX Certified Advisor Benefits You
We are proud to be a part of an elite group of firms in the country to have received this coveted certification.
Fewer than 1% of the firms in the United States have been so recognized. We are extremely proud to be among this group.
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Higher Efficiency
CEFEX Certified Advisors have developed processes that maximize quality and efficiency
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Greater Decision Making
CEFEX Certified Advisors utilize a factual approach that facilitates information gathering and decision-making based on market data.
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Improved Relationships
CEFEX Certified Advisors are backed by mutually beneficial relationships that result in strong adherence to best practices for documentation and monitoring and ensuring the highest quality investments are used in retirement plans, trusts and other vehicles.
The CEFEX certification audit is based on the standard described in the document: “Prudent Practices for Investment Advisors” published by fi360, Inc. For a full copy of the CEFEX standard, click here. For a copy of Certified Advisory Corp’s on-line CEFEX certificate, click here.
A Three-Part Approach To Your Company's 401k Management
SEC-Registered Advisor*
- CEFEX Certified
- ERISA 3(38) Fiduciary Services
- 100% Revenue Sharing
- Full Disclosure
- Tens of Thousands of NO Load Funds
- Prudent Investment Process
- NO Proprietary Products
*Sec registration does not constitute endorsement by the SEC
Hands-On Credentialed Administrator
- Tailored Plan Design
- Dedicated Service Line – No Call Tree
- Audit Support
- Plan Testing & Compliance
- Maximized Annual Owner Contribution
- Open Architecture
State-of-the-art Record Keeper
- ERISA 3(38) Fiduciary to plan participants
- Daily Valuation
- Open Architecture
- Customized Enrollment Kits & Statements
- Customized Plan Sponsor Website
- Payroll Integration
