Five ABGFS Consultants Earn AIF® Designation from the Center for Fiduciary Studies

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Steve Brownlow, Lynn Kermes, Kevin Dulitz, Brian Westemeyer, and Jeff Englin from Alliance Benefit Group Financial Services, Corp. have been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™.

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Steve Brownlow, Lynn Kermes, Kevin Dulitz, Brian Westemeyer, and Jeff Englin of Alliance Benefit Group Financial Services, Corp. (ABGFS) have been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™ (the Center), the standards-setting body for fi360. The AIF Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The Designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics. On an on-going basis, Designees are required to complete continuing education to maintain the AIF Designation.

Fi360, based near Pittsburgh, Pa., is the first full-time training and research facility for fiduciaries, and conducts training programs at universities throughout the United States and abroad. The Center for Fiduciary Studies confers the AIF Designation as well as the Accredited Investment Fiduciary Analyst™ (AIFA®) Designation. AIFA Designees are the only recognized professionals trained to perform fiduciary assessments, which measure how well investment professionals are fulfilling the fiduciary duties required of them by the applicable investment legislation, case law, and regulatory opinion letters.

About Alliance Benefit Group Financial Services, Corp.
Alliance Benefit Group Financial Services, Corp. is a full-service employee benefits firm with $2.1 billion of qualified retirement plan assets under management. Consulting services include retirement plan design and fiduciary investment advice, as well as health and welfare services. The firm is part of a national network of independently-owned employee benefits administration and consulting firms. Collectively, the 18 Alliance Benefit Group National affiliate firms provide benefit services to over 13,000 plans and approximately 1 million plan participants. For more information about ABGFS, visit the company website at http://www.abgfs.com.

About fi360
Fi360 offers training, tools and resources to promote a culture of fiduciary responsibility and improve the decision making processes of investment fiduciaries – individuals who manage money for others. Fi360 provides investment education and training programs, and develops sophisticated Web-based tools and reporting include the innovative fi360 Fiduciary Score® and the Family Fund Fiduciary Rankings™ for trustees and investment professionals. The Center for Fiduciary Studies confers the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst™ (AIFA®) professional Designations. For more information on future fi360 events, training programs and fiduciary products, visit http://www.fi360.com.

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Mariah Lynne
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