Learn how our clients benefit from the CEFEX certification. The CEFEX certification ensures that the advisor has prudent fiduciary practices in place and a culture of excellence, supported by documented and structured processes.
CAA Fiduciary Compliance: Why Employers Need a Health Plan Fiduciary Charter & Checklist
What Is the CAA and Why Does It Matter to Employers? The Consolidated Appropriations Act of 2021 (CAA) significantly expanded...
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