"SevenHills Benefit Partners excels at finding the right benefits program to meet our needs. First, they take the time to truly understand our specific situation and then educate us on the pros and cons of each potential solution. We rely and trust their recommendation and advice. But the real value is the service SevenHills Benefit Partners provides after the sale. It is truly value-added."  *

Joanne Stadnik
Executive Director
North Clinic, P.A.

Independence     Service      Guidance

News and Announcements

07/21/17 Important news!

We are pleased to announce that SevenHills Benefit Partners has recently been designated as a CEFEX-certified advisor by The Centre for Fiduciary Excellence. We believe that this designation underscores the commitment we have made to retirement plan sponsors; that we consistently act in the best interests of our clients and their participants. A key reason we voluntarily committed to this comprehensive third party review was to increase the confidence our clients could place in our advisory work for them. Additionally, this designation helps fulfill plan sponsor fiduciary responsibility to conduct regular due diligence on their service providers, which includes their advisor. Please review this short two-minute video that explains the benefits of working with a CEFEX-certified advisor: www.youtube.com/embed/xkAJBNZzPR4

The Centre for Fiduciary Excellence, LLC (CEFEX) is an independent certification organization that works closely with industry experts to conduct comprehensive assessments of investment fiduciaries. The mission of CEFEX is to promote best practices in the investment management industry. CEFEX Certification helps determine the trustworthiness of investment fiduciaries. With this certification, our plan sponsors can be confident that our investment due diligence process meets fiduciary best practices. Additionally, CEFEX annually assesses our process to ensure we continue to meet always changing fiduciary standards and requirements. SevenHills is one of a small number of retirement plan advisors in Minnesota that is CEFEX certified.

To news list

Print Version