Certified Plan Fiduciary Adviser®

CPFA®, Certified Plan Fiduciary Adviser®:

Bradford Creger earned the CPFA® designation in December 2017.  The Certified Plan Fiduciary Adviser® (CPFA®) designation was created in 2015 by the National Association of Plan Advisors.  The Certified Plan Fiduciary Adviser® credential demonstrates an adviser’s knowledge of, expertise in, and commitment to working with retirement plans.  Plan advisers who earn their CPFA® demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.

The CPFA® self-study course covers the following 14 topics:

  • Fiduciary Roles and Responsibilities
  • Non-Fiduciary Service Providers
  • Plan Governance and Fiduciary Documentation
  • Fiduciary Oversight
  • Plan Goals and Objectives
  • Plan Types and Provisions
  • Participant Outcomes
  • Service Provider Selection
  • Educating Fiduciaries on Plan Investments
  • Investment Policy Statement
  • Plan Investment Oversight
  • Liaison Services
  • Retirement Plan Committee & Fiduciary Training
  • Plan Conversions

The above description was taken from the National Association of Plan Advisors website.  Please feel free to click the link to find out more about the advantages of working with a CPFA® Designee.

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