Financial Service Standards has developed a set of tools to
help meet the plan management needs of plan sponsors. These
tools are called The
401k Service Solution™.
"The 401k Service Solution™ applies
practical experience and expertise to provide detailed,
comprehensive guidance on how to establish and properly
maintain a retirement plan. It is information that is
critical to both the plan fiduciaries and the professionals
that advise them..."
"Fiduciary counsel is investment
advice based on (1) the objective criterion of an audited
prudent investment process tied to statute, case law,
regulatory opinion letters, best practices, process,
procedure, work flow and task, (2) client directive
and (3) the professional and ethical imperatives of
the practitioner. The value of your certification is
it will ultimately certify the advisor's competency
to a CEFEX certified process. Everyone is looking for
a comprehensive solution which is supported by education
and a competency designation like you envision."
Financial Service Standards recently conducted a Retirement
Credential Survey for financial advisors and plan
sponsors. The results of the survey, together with a comprehensive
Retirement Credential Comparison
Chart, were released in PLANSPONSOR and PLANADVISER
Magazines, as well as on our website.
Coming Soon...Financial Service Standards is currently
developing a Financial Planning Credential Comparison
Chart and a Financial Planning Credential
Survey.
Special CFDD Conference Session...
The results of the Credential Surveys and the Credential Comparison
Charts were discussed at theCFDD Conference in a special session
titled “A Requirement For Credibility
& Marketing, But Not Success: Polling Reveals How Advisors
Really Feel About Designations & How Sponsoring Organizations
Can Make Them More Meaningful.”
Coming Soon!
Financial Planning and Insurance Solutions for investments professionals and their clients (currently under development for release in 2008).
