We believe in the power of collaboration and partnership to drive growth and innovation across the Retirement Services industry.
Our commitment to supporting broader industry initiatives including certification, education, knowledge-share, and regulatory initiatives are critical to our mission to create a more connected, extendable, and prosperous retirement system — for everyone.
Organizational Certifications
CEFEX, the Centre for Fiduciary Excellence, is an independent organization that assesses and certifies investment advisory firms on their adherence to a global fiduciary standard of excellence.
This means that CEFEX-certified firms put their clients' interests first and are committed to continuous improvement and professionalism. Through annual audits, these firms ensure that they are up-to-date with best practices and provide a culture of compliance. By working with a CEFEX-certified advisor, investors can trust that their interests are being prioritized, and they can achieve their investment objectives sooner while aligning investment services with expenses. In short, CEFEX is all about building trust and confidence in the financial services industry.
To learn more about what it means to be CEFEX-certified, please visit the website. Learn More
The following Strongpoint Partners are proudly CEFEX certified:
Individual Certifications and Continuing Education
Strongpoint Partners and its family of brands are proud supports of ASPPA, and all those working toward our stated mission of making retirement work for everyone.
A key part of our support of APSPPA, in addition to sponsoring their annual conference, is encouraging Strongpoint employees to pursue certification and certified membership with ASPPA. These designations, continuing education requirements, and certifications, alongside the leadership training and continuing education made available through Strongpoint Partners, help ensure our plan design and compliance experts are constantly abreast of changes in the regulatory and operating environment of retirement plan consultation.
Some of the designations and certifications carried by Strongpoint compliance experts include: ASPPA certified membership, QKA, QKC, QPA, CPC, IRP, and many more.
To learn more about the designations and certifications offered by ASPPA please visit the website. Learn More
Industry Affiliations
NIPA, or the National Institute of Pension Administrators, is a non-profit organization that serves Third Party Administrators (TPAs) in the retirement plan industry.
Established in 1983, NIPA focuses on providing education, networking, and advocacy for professionals in the field. The organization offers various resources and events to enhance the knowledge and skills of its members, ultimately improving retirement security in the United States. By working with a NIPA-certified professional, clients can trust that their interests are being prioritized and that they can achieve their investment objectives sooner while aligning investment services with expenses.
To learn more about NIPA’s impact on plan administration, please visit the website. Learn More
A TPA Benchmark is a set of best practices and standards that third-party administrators (TPAs) can use to measure their performance, efficiency, and quality of services in the retirement plan industry.
By adhering to these benchmarks, TPAs can improve their operations, ensure compliance with regulations, and provide better service to their clients. This ultimately leads to increased trust in the financial services industry and helps plan sponsors achieve their investment objectives sooner while aligning investment services with expenses.
To learn more about the TPA Benchmark community, please visit the website. Learn More
