Many insurance carriers are providing discounts for fiduciary liability insurance to CEFEX-certified investment stewards. For example, a CEFEX-certified retirement plan represents a lower risk of a fiduciary breach, and so insurance companies can reduce their premiums substantially. Please contact us for more information.
If you have a complaint about a CEFEX-certified Investment Advisory firm, please click here to download our complaint procedure.
CEFEX, Centre for Fiduciary Excellence
2 Chatham Center
Pittsburgh, PA 15219
866-390-5080