Retirement Advisory
Secure a lifetime of opportunities.When it comes to setting up and managing retirement plans, doing “OK” isn’t doing nearly enough.
Not with the long list of complex steps plan sponsors need to take to stay compliant and competitive. Your plan has to conform to multiple regulations. You need to pay reasonable fees and offer competitive funds, while checking off every fiduciary responsibility box. On top of that, you’ve got to prepare participants to retire when you need them to retire.
That’s why NFP, one of the largest retirement plan consultants in the US, offers highly personalized solutions designed to help you lower costs, minimize liability, and maximize plan value.
NFP Retirement, Inc. was certified by the Centre for Fiduciary Excellence (CEFEX) in June 2024. CEFEX advisory firms voluntarily undertake annual audits by independent fiduciary experts to verify adherence to the fiduciary standard and conformity to high professional standards of conduct. The assessment is based on the international standard, ISO 19011: Guideline for quality management system auditing. The assessment is evidence-based, and all work is reviewed by the CEFEX Registration Committee to ensure impartiality and consistency. The assessment includes document review, client file sampling, a background check and interviews with senior representatives at the firm. The certification is not indicative of investment performance and does not guarantee future results. NFP Retirement, Inc. is not affiliated with CEFEX, but does pay a fee to participate in the CEFEX assessment process.
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