Click Here to view a 2-minute video called “What does it mean to be CEFEX Certified”.

Billings and Company, Inc. has been certified by CEFEX, the Centre for Fiduciary Excellence, LLC, as adhering to the American Society of Pension Professionals & Actuaries (ASPPA) Standard of Practice for Retirement Plan Service Providers.  The CEFEX assessment process 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.

In a time of financial industry change, trust is critical to firms which provide fiduciary functions and those providing support services to qualified plans and their participants.  A CEFEX-certified firm places its clients’ interests first. And just like they say, “you get what you pay for”, so it is when dealing with a CEFEX-certified firm.

Billings and Company, Inc. is one of only 60 administrators across the country who has voluntarily chosen to be subjected to this comprehensive annual audit.

What does this mean to you?  It means you are assured that Billings and Company, Inc. adheres to the industry’s best practices and is well positioned to earn your trust.

Billings and Company has obtained certification in both of our Administration and Recordkeeping services.  To view our respective certificates, click on the links below:

Administration

Daily Recordkeeping