ExpertPlan Earns CEFEX Certificate of Fiduciary Excellence

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As formal recognition for reaching the highest standards of recordkeeping excellence, ExpertPlan has been awarded a Certificate of Registration by the Centre for Fiduciary Excellence, or CEFEX.

SId Garai, ExpertPlan Chief Administrative Officer

As formal recognition for reaching the highest standards of recordkeeping excellence, ExpertPlan has been awarded a Certificate of Registration by the Centre for Fiduciary Excellence, or CEFEX.

CEFEX registration is independent recognition of a recordkeeper's conformity to all recordkeeper practices and associated criteria established by the American Society of Pension Professionals & Actuaries, or ASPPA. Certification indicates that a recordkeeper demonstrates adherence to the recordkeeping industry's best practices and is positioned to earn its clients trust.

ExpertPlan is just the third recordkeeper to receive this prestigious award.

"We at ExpertPlan are very proud to have received this recognition which is testament to the commitment of our experienced and dedicated staff to provide the highest level of quality service to our clients," said Sid Garai, Chief Administrative Officer at ExpertPlan.

CEFEX representatives will formally present the award during the February 10-12 ASPPA 401(k) Summit conference in Orlando, FL.

About ExpertPlan
ExpertPlan Inc., headquartered outside of Princeton, New Jersey, is the premier provider of private-labeled recordkeeping solutions to asset management firms, TPAs, RIAs, broker dealers, insurance companies, CPAs, payroll companies, accountants and banks that serve 401(k) and other defined contribution plans. The firm's scalable recordkeeping solution can be customized to fully integrate with a client's business and distribution models.

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SANDRA MARQUARDT
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