RCM&D Retirement Practice Receives Top Honors for Fiduciary Excellence

BALTIMORE, MD – The RCM&D Retirement Practice is proud to announce a pair of prestigious honors that exemplify its commitment to fiduciary excellence. 

CEFERCM&D is honored to receive its certification from the Centre for Fiduciary Excellence (CEFEX), a division of Broadridge Fi360 Solutions (Broadridge). This certification is only granted to firms that demonstrate adherence to fiduciary best practices. This accomplishment signifies RCM&D’s conformity to a recognized global standard of fiduciary excellence.

“Broadridge is pleased to add RCM&D to an elite group of investment advisors who have demonstrated adherence to professional practices that define a standard of fiduciary excellence,” said Carlos Panksep, VP CEFEX. “They have earned the right to use the CEFEX Mark, which indicates the firm’s established practices are aligned with investors’ interests and worthy of trust and confidence.”

planadvisorAdditionally, RCM&D Retirement Practice Leader Rob Kotler has been named a 2022 PLANADVISOR Top Retirement Plan Adviser. This list of over 150 best-in-class plan advisers represents standout fiduciaries recognized for their service of all types of retirement plan clients. 

“I’m humbled to receive this prestigious honor and be recognized alongside a group of incredible peers,” Kotler remarked. “This award is a testament to the work of our entire retirement team here at RCM&D. We look forward to continuing our mission to provide the excellent service our clients have come to expect from us.”