Bob Patterson
2 posts
Bob Patterson has an established agreements with CEFEX to conduct fiduciary assessments. CEFEX Analysts are Accredited Investment Fiduciary Analysts (AIFA®). Analysts qualified by CEFEX to perform ASPPA Recordkeeper Certification assessments must carry the AIFA® designation and at least one of the following ASPPA designations: Qualified 401(k) Administrator (QKA), Qualified Pension Consultant (QPA), Certified Pension Consultant (CPC) or Fellow, Society of Pension Actuaries (FSPA).
Technical Best Practices for Managing Cyber Risk: CEFEX
CEFEX Perspectives This is the second part in a series of articles on how fiduciary practices leverage the…
October 15, 2019
8 Critical Steps to a More Cybersecure RIA
This is the first part in a series of articles on how fiduciary practices leverage the training and…
September 10, 2019