CEFEX Public Report
CEFEX Letter of Registration
CEFEX Press Release
The ASPPA* Administration Services Certification is a designation of excellence. It recognizes SI Group's commitment to best practices and readiness to serve fiduciaries such as Investment Advisors, Investment Managers and Investment Stewards (eg. Plan Sponsors). Of the thousands of third party administration firms across the country, fewer than 50 have earned this designation. At SI Group, the effort we make to achieve this status reflects our commitment to help clients achieve their goals.
We invite you to watch this short video from The Centre for Fiduciary Excellence (CEFEX) on why it's important for your Third Party Administrator to be CEFEX-certified.
*American Society of Pension Professionals & Actuaries (ASPPA) is a national organization of more than 7,000 retirement plan professionals who provide consulting and administrative services for qualified retirement plans covering millions of American workers.