INTRODUCING THE NEW INDEPENDENT ASSESSMENT REPORT
The most comprehensive report to support the selection and monitoring of investment professionals and service providers.
What is the Independent Assessment Report?
We are pleased to announce a new way for plan sponsors, investment committee members and individual investors to obtain reports on their advisors and service providers.
This report, exclusively from CEFEX:
|THE FIRST PUBLICLY ACCESSIBLE REPORT OF ITS KIND|
The CEFEX assessment described in the IAR, is based on the standard described in the handbook: “Prudent Practices for Investment Advisors” , published by Fi360 Inc. In the case of recordkeepers and Third Party Administrators, it is based on the Standard for Retirement Plan Service Providers published by CEFEX and ASPPA.
Hiring a CEFEX certified firm helps plan fiduciaries fulfill their fiduciary obligations and the downloadable IAR provides a
permanent record of the most recent annual assessment.
Download your service provider’s IAR today and store it in your fiduciary file.
How can I access the Independent Assessment Report?
FIND AND SELECT
* If the IAR does not appear on the service provider’s Registration Page, please contact CEFEX at number below.
For questions and additional information
Contact your CEFEX certified provider, or feel free to contact CEFEX directly.
(412) 657-3959 firstname.lastname@example.org