We Are CEFEX Certified Again

CEFEX Graphic

We Are CEFEX Certified Again


Atlantic Pension Services, Inc. is excited to announce our CEFEX (Center for Fiduciary Excellence) certification – upholding our commitment to adhere to a standard of excellence and a dedication to Administration best practices.

After a rigorous and months long process we have been re-certified by CEFEX. CEFEX is an independent global assessment and certification organization. They work closely with industry experts to provide comprehensive assessment programs to improve the practices of investment advisors, stewards (retirement plans, foundations and endowments, etc.), investment managers, and other financial service providers. CEFEX also confers a formal certification for those firms that are willing to undergo a comprehensive audit and able to demonstrate that they fully conform to high standards that are substantiated in law and proven best practices.

Specifically, for our firm, we sought The American Society of Pension Professionals & Actuaries (ASPPA) Certification for Service Provider Excellence.  This certification program was developed to recognize firms providing recordkeeping and/or administration services to retirement plans that adhere to a standard of excellence and a dedication to best practices. The program, which requires an annual certification renewal, encourages a culture of good governance and oversight at certified firms. The certification allows firms to distinguish themselves in a competitive marketplace and establish credibility with current and prospective clients and advisors.

The CEFEX-ASPPA certification offers testament to the fact that we understand the importance of paying close attention to everything from high level strategies and policies all the way down to the details of our business practices. The CEFEX Mark signifies that our clients can be confident that we are worthy of their trust.

We wanted to share news of the important recognition of our commitment to operational integrity, service provider excellence and continuous improvement that we have earned.  CEFEX-ASPPA certification is yet another way we tangibly demonstrate that serving our clients best interests is our highest priority.

For more information please contact us.

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