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  • Writer's pictureMichelle Marsh

Continued Excellence: CEFEX Certification Renewed for RPCSI!

RPCSI is proud to announce the renewal of our CEFEX certification! This certification, granted by the Centre for Fiduciary Excellence (CEFEX), demonstrates RPCSI's commitment to upholding industry standards and best practices in providing outstanding retirement plan services.

TPA with CEFEX certification speaking to a man and woman.

CEFEX Certification: The Industry “Seal of Approval”

CEFEX is an independent global assessment and certification organization, dedicated to enhancing trust and transparency in retirement planning. The certification further proves RPCSI’s adherence to CEFEX’s strict guidelines and fiduciary obligations, ensuring the highest level of integrity and competence in managing retirement plans across four key operations

  1. Organize: Covers management structure, internal systems and procedures, HR policies and practices, and IT.

  2. Formalize: Addresses business strategies, allocation of resources, disclosure of fees, and sales and marketing practices.

  3. Implement: A review of information management systems, administration capabilities, compliance practices, and all procedures to ensure plan continuity.

  4. Monitor: Evaluates the TPA’s internal processes for self-review and their effectiveness.

"We first became certified in 2018. The decision to become a CEFEX Certified TPA was driven by our desire to differentiate ourselves from other TPAs in the industry," said Michelle Marsh, Chief Visionary Officer and Owner of RPCSI, "We wanted an external review of our practices and procedures to ensure we met industry standards in all aspects of our company. This certification provides assurance to our partners and clients that by choosing RPCSI, they are selecting a firm that has received the 'seal of approval.'"

Renewal of the CEFEX certification is certainly a badge of honor, worn with great pride within the industry. It signifies our compliance with constantly evolving industry standards. This includes the incorporation of new guidelines such as the recently introduced Cyber Security Guidelines by the Department of Labor. Our dedication to meeting these additional standards is a testament to our unwavering dedication to our clients, as it is always our mission to stand as a trusted industry leader offering comprehensive, timely, and high-quality retirement plan services. With this recertification, we give our clients peace of mind knowing their retirement plans are in safe hands.

"We invest considerable time and effort in the renewal process to maintain our CEFEX certification," Michelle added, "It sets us apart from our competitors and is an assurance to our clients that our practices and procedures remain compliant."

Trust a CEFEX Certification. Trust RPCSI

We couldn’t be happier to share the news of our renewal for our CEFEX certification. This achievement underscores our continued pursuit of excellence, adherence to strict industry standards, and dedication to our clients. From our inception to today, we have been committed to upholding the highest fiduciary practices and serving as a trusted partner in achieving financial success. We are ready to help advisors, managers, and plan sponsors nationwide. Learn more about the RPCSI CEFEX-Certified TPA difference and request a quote for your organization! We look forward to working with you.

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