CEFEX®, Centre for Fiduciary Excellence, LLC, a Fi360® company, is an independent certification organization. CEFEX与行业专家密切合作，提供全面的评估计划，以改善投资管理人员的信托实践, advisors, recordkeepers, administrators and managers. CEFEX is based in Pittsburgh, PA.

Increased Efficiency

承担CEFEX认证过程的公司已经开发了他们的过程，以最大限度地提高质量和效率. 这些公司的流程是完善的，指导方针是到位的, thereby facilitating training, transitions, and trouble-shooting.

研究表明，通过ISO质量管理体系认证的公司可以提高生产力，改善财务绩效, compared to uncertified companies.

Continuous Improvement

CEFEX standards prescribe audit processes, management review and improvement processes based on collected data. CEFEX评估每年进行一次，并可能发布改进机会(OFI). CEFEX continually looks for corrective actions at the firm, instilling a culture of continuous improvement with the staff.

Public Recognition

作为金融服务行业最高诚信和透明度的标志，CEFEX正日益受到尊重. Many firms simply state their awareness of fiduciary matters. 进行独立CEFEX评估的公司对最佳信托支持实践做出了更有意义的承诺.

Better Supplier Relationships

Mutually beneficial supplier relationships (e.g., 记录管理员/管理员和顾问之间的关系)是CEFEX认证的主要吸引力之一. cefex认证的公司在遵守卓越的全球信托标准方面相互补充. 这种对文件和监控的最佳实践的坚持确保了最高质量的投资用于退休计划和其他工具. 该流程还要求在进行变更之前对新的服务提供商进行全面评估，并确保投资管理方式的一致性.

Enhanced Risk Management

The standards used by CEFEX require the documentation of all processes, in addition to changes, errors and discrepancies. 这确保了整个行政过程的一致性和所有工作人员的问责制. 这也确保在投诉或诉讼的情况下有可追溯的记录.

Operational Consistency

所有的过程都被定义，概述和记录，尽量减少错误的可能性. Even the process of making changes to a process should be documented, 确保以最大化效率的方式对变更进行了良好的计划和实施. CEFEX–registered firms use best practices for data collection, reports, and report labeling, 从而将文档过时或报告错误的风险降至最低.

Improved Decision Making

CEFEX使用的标准为评估和过程审查提供了明确的指导，以促进基于数据的信息收集和决策. 认证公司根据事实数据做出决策，从而确保更好的运营结果.

Consistent Client Satisfaction

ASPPA认证是服务提供商帮助计划发起人履行其信托义务的一种经济有效的方式. Plan sponsors need to monitor many service provider deliverables, including plan reports, fee disclosure, participant services (e.g., complaint handling), regulatory changes, Form 5500 preparation, non-discrimination testing and internal controls. 获得cefex认证的公司在完成所有这些活动时都准备好并遵守最佳实践.

Enviable Employee Morale

Defined roles and responsibilities, accountability of management, 建立培训体系，并清楚地了解他们的角色如何影响受托人的卓越表现和公司的整体成功, all contribute to more satisfied and motivated staff at the certified firm.