INDIANAPOLIS (August 1, 2024) – MJ Retirement, the fiduciary arm of The MJ Companies, a leading financial services firm for 60 years, is proud to announce the approval of an expanded Centre for Fiduciary Excellence (CEFEX^®) certification in alignment with the 2021 U.S. Department of Labor (DOL) Cybersecurity Program Best Practices. The CEFEX mark signifies that an organization has joined the ranks of organizations demonstrating conformity to best-practice standards and are worthy of the public’s trust and confidence. MJ Retirement is proud to be one of the first six firms in the country to receive this expanded certification.

With a decade of CEFEX certifications, MJ Retirement’s processes have consistently met fiduciary best practices. This latest certification underscores MJ Retirement’s dedication to being a reliable partner for clients, ensuring adherence to cybersecurity best practices, and adds further credibility as MJ Retirement scales and adapts to the ever-changing data privacy and security laws. MJ Retirement remains steadfast in its commitment to being a data-driven, tech-enabled firm.

“To receive this expanded certification on the 10th anniversary of our original certification is especially gratifying and further exemplifies our commitment to continual improvement and serving our clients’ best interests,” said CEO of MJ Retirement, Doug Prince. “As we seek to be the one partner our clients need for retirement, employee benefits, risk management, total rewards, and compensation, our clients can have confidence that their data and information are secure.”

The CEFEX assessment and certification process promotes excellence and helps organizations manage regulatory, business and reputational risks.

“Trust is critical to organizations that provide fiduciary functions or act in a fiduciary role and for those that provide support services. This is particularly true in volatile economic environments. Investors and stewards of retirement plans, endowments and foundations are continually looking for proof of integrity,” explains John Faustino, Head of Broadridge Fiduciary Training, Technology and Data Solutions. “Our rigorous certification demonstrates that the providers place their clients’ interests first and stewards have the best practices in place with respect to invested assets.”

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Indianapolis-based The MJ Companies, one of the largest privately held agencies in America, exists to inspire the success, fulfillment, and wellbeing of each person it serves—associates and their families, business partners, clients, and the community. MJ’s client base includes local, regional, and national companies in more than 54 countries and in every U.S. state. With offices in Denver, Indianapolis, and Phoenix, MJ specializes in a diverse selection of client services including commercial and personal insurance, risk management, employee benefits, retirement, compensation, and total rewards consulting. Additional information may be found at www.themjcos.com.