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OBS University 2009
May 14, 2009
New Orleans, LA
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Fiduciary Roundtable -
Fort Worth
May 19, 2009
Fort Worth, TX
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Changes are Coming to
401(k) Plans
May 21, 2009
Webcast
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Fiduciary Roundtable -
Orange County
June 23, 2009
Santa Ana, CA
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Fiduciary Roundtable -
Los Angeles
June 24, 2009
Los Angeles, CA
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Roland|Criss is the leading independent provider of fiduciary protection and certification programs. Our programs mitigate personal liability for trustees of retirement systems and foundations, enhance plan performance, and attest to trustworthiness among service providers.
We are dedicated to providing processes and certifications that adhere to the highest standards of fiduciary excellence. We are equally committed to a business model that is founded on independence. It allows us to deliver unbiased guidance and assessments of excellence in a world where conflicts of interest can undermine fiduciary safety. |
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| Roland|Criss' innovative fiduciary risk solutions prepare, protect, and certify trustees by using the highest fiduciary standards. Our clients include: |
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Public pension funds |
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Corporate retirement plans |
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Endowments and foundations |
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| Roland|Criss is the first global organization to assist
fiduciaries and service providers obtain an identity of trustworthiness through certification that conforms to the highest industry standards.
Our certification services are suited for: |
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CEFEX Certifications:
• Investment Advisors
• Investment Stewards
• Investment Managers |
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ASPPA Certification:
• Record Keepers/
Third Party Administrators |
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