Strategic Retirement Partners (SRP) is proud to announce its continued certification by the Centre for Fiduciary Excellence (CEFEX) for 2026, marking the firm’s eighth certification since first earning the distinction in 2018.
CEFEX certification is granted to firms that demonstrate adherence to globally recognized fiduciary best practices. The certification reflects conformity to a rigorous standard built on established law, regulation, and professional guidance.
SRP successfully completed an independent audit of its investment advisory practices, evaluated against the Prudent Practices® for Investment Advisors. This comprehensive process helps ensure that policies, procedures, and governance frameworks are aligned with the best interests of clients.
“This certification reinforces our responsibility to deliver a process our clients can rely on,” said Deane Mayerhofer, President and Chief Operating Officer at Strategic Retirement Partners. “By maintaining strong fiduciary standards and a consistent framework, we help ensure plan sponsors’ decisions are supported by a disciplined, well-governed process.”
CEFEX recognizes firms that demonstrate established practices aligned with fiduciary excellence and investor-focused outcomes. SRP’s continued certification highlights the firm’s dedication to maintaining a structured, prudent process designed to support better decision-making for retirement plan sponsors and participants.
Why It Matters for Plan Sponsors
- For plan sponsors, working with a CEFEX-certified firm provides added confidence that:
- Processes are documented and consistently followed
- Investment decisions are evaluated against a disciplined framework
- Fiduciary responsibilities are aligned with industry best practices
- Oversight and governance meet a globally recognized standard
Learn how our fiduciary process supports your plan’s success
About CEFEX
CEFEX, Centre for Fiduciary Excellence, LLC, is an independent certification organization that provides assessment programs to improve fiduciary practices across the investment industry.