Preferred Pension Planning Corporation was founded on principles of accuracy, integrity, and exceptional client service. We are also committed to continual improvement. Our dedication to doing what is best for you, our clients, prompted us to engage CEFEX, the Centre for Fiduciary Excellence, LLC to audit our processes.
Since 2015, Preferred Pension Planning Corporation has engaged the CEFEX organization to conduct a comprehensive independent review. The process is rigorous and their assessment takes months to complete. Now, after going through their audit process and carefully evaluating our internal procedures, we are proud to share with you that Preferred Pension Planning Corporation has attained the CEFEX certification for the 5th year in a row.
“Having this certification gives us an edge in a competitive industry where clients are discerning about who to trust” said Lawrence Zeller, President. That is why, we believe the CEFEX-ASPPA certification process and audit aligns with our mission.
Our CEFEX-ASPPA certification signifies our commitment to adhere to a standard of excellence and a dedication to retirement plan services best practices.
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.