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Educational Resources

  • Benefits of Using a CEFEX-Certified Advisor

    Benefits of Using a CEFEX-Certified Advisor

    How clients benefit from their advisor’s CEFEX Certification, and how the advisor has prudent fiduciary practices in place and a culture of excellence, supported by documented and structured processes.

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  • What You Need to Know As a Plan Sponsor

    What You Need to Know As a Plan Sponsor

    What does it mean to be a fiduciary? What responsibilities are involved and what kind of liability do fiduciaries have?

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  • Understanding Your Fiduciary Obligations

    Understanding Your Fiduciary Obligations

    How well are you fulfilling your fiduciary obligations?

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  • State-Mandated Retirement Programs

    State-Mandated Retirement Programs

    State-Mandated Retirement Programs To bridge the retirement gap, several states have enacted state-mandated retirement savings programs by either requiring employers to provide an employer-sponsored qualified retirement plan or enroll their employees in a state-sponsored retirement program.  Employers that fail to comply will face penalties.  Requirements and penalties vary by the state.  Below is a list…

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