Bob Patterson

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).