CEFEX Certification

At CRI TPA Services, operational integrity and client trust are at the heart of everything we do. We are proud to announce that CRI TPA Services has officially received the CEFEX Certification for Operational Fiduciary Services. This certification, issued by the Centre for Fiduciary Excellence (CEFEX), a division of Broadridge Retirement and Workplace, reflects our commitment to industry best practices, compliance, and excellence in third-party administration.

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We successfully completed a rigorous, independent assessment conducted by CEFEX, which reviewed our operational processes, governance structure, documentation, and overall service quality. Our certification specifically applies to our work as a third-party administrator providing services to Pooled Plan Providers on a non-fiduciary or limited fiduciary basis.

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The CEFEX Mark represents more than just a certificate. It stands as a symbol of trust, responsibility, and procedural excellence. For our clients, it offers a visible assurance that CRI TPA Services meets the highest standards of fiduciary oversight and administration practices.

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