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National Benefit Services, LLC (NBS) was founded on principles of accuracy, integrity, and exceptional client service. We are also committed to continual improvement. One of the ways we show our dedication to doing what is best for our clients and partners is by engaging CEFEX (the Centre for Fiduciary Excellence, LLC) to audit our processes.

CEFEX has successfully completed its 2019 audit of NBS’s retirement plan administration practices. The process was rigorous and their assessment took months to complete. After going through the audit and carefully evaluating our internal procedures, we are proud to share that NBS has attained CEFEX certification for the seventh consecutive year.

Our CEFEX-ASPPA certification signifies our commitment to adhere to a standard of excellence and a dedication to retirement plan administration best practices.

CEFEX is an independent global assessment and certification organization. They work closely with industry experts to provide comprehensive assessment programs to improve the practices of investment advisors, stewards (retirement plans, foundations and endowments, etc.), investment managers, and other financial service providers. CEFEX also confers a formal certification for those firms that are willing to undergo a comprehensive audit and able to demonstrate that they fully conform to high standards that are substantiated in law and proven best practices.

Specifically, NBS sought The American Society of Pension Professionals & Actuaries (ASPPA) Certification for Service Provider Excellence. This certification program was developed to recognize firms providing recordkeeping and/or administration services to retirement plans that adhere to a standard of excellence and a dedication to best practices. The program, which requires an annual certification renewal, encourages a culture of good governance and oversight at certified firms.

The CEFEX-ASPPA certification offers testament to the fact that we understand the importance of paying close attention to everything from high level strategies and policies all the way down to the details of our business practices. The CEFEX Mark signifies that our clients can be confident that we are worthy of their trust.

For more information about the value of a CEFEX-certified third-party administrator to a retirement plan sponsor, download a copy of this brochure.