July Business Services is First to Earn a CEFEX Certification for Operational Fiduciaries in Pooled Plans
July Business ServicesOctober 24, 2023
July Business Services (“JULY”) has received the first certification as a Pooled Plan Service Provider issued by the Centre for Fiduciary Excellence (“CEFEX”) from Broadridge.
JULY was evaluated for the readiness of its infrastructure to support compliance with substantially all operational requirements under ERISA and the Internal Revenue Code.
The CEFEX Pooled Plan certification program was launched earlier this year by Broadridge Retirement and Workplace, in partnership with Group Plan Systems, LLC, (“GPS”) a company specializing in operational fiduciary due diligence oversight for group plans, including Pooled Employer Plans (“PEPs”).
