Fiduciary Responsibilities for Medical Plan Sponsors
Join us, and our Paylocity partner, for our Lunch-N-Learn at Flemings! This event will take place on March 19th, 2025 from 12:00 pm to 2:00 pm. In the complex landscape […]
Innovative Investment Fiduciaries Receives CEFEX Certification for 3rd Consecutive Year
Over the years, we have worked hard to earn a trusted reputation, which is why we are honored to announce our certification renewal with CEFEX, the Centre for Fiduciary Excellence, […]
Benefits of a CEFEX Certified Advisor
Benefits of a CEFEX Certified Advisor A CEFEX (Centre for Fiduciary Excellence) certified advisory firm adheres to a standard representing the best practices in their industry. They abide by a […]
Participant Risk Assessment
Participant Risk Assessment As we work our way through a market recovery and closer to what could be a greater period of uncertainty around the upcoming election, now may be […]
