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Publications Library

Press Releases

Restoring Trust: the Demand for a Standard of Excellence
Wednesday, October 15, 2008
Posted on The Fiduciary Blog
Retirement Plan Sponsors Demand Certified Service Providers
Thursday, July 10, 2008
Posted on Benefitslink.com.
CEFEX Advisor Certification Now Renders Legal Opinion on Compliance
Wednesday, June 25, 2008
Posted on Benefitslink.com.
Inside the ASPPA Certification Program for Recordkeepers
Winter 2008
By Ronald E. Hagan
The ASPPA Journal
 

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OBS University 2009
May 14, 2009
New Orleans, LA

more...
Fiduciary Roundtable -
Fort Worth

May 19, 2009
Fort Worth, TX

more...
Changes are Coming to
401(k) Plans

May 21, 2009
Webcast

register...
Fiduciary Roundtable -
Orange County

June 23, 2009
Santa Ana, CA

more...
Fiduciary Roundtable -
Los Angeles

June 24, 2009
Los Angeles, CA

more...
 
 
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.
 
     
 
Roland|Criss' innovative fiduciary risk solutions prepare, protect, and certify trustees by using the highest fiduciary standards. Our clients include:
   
Public pension funds
Corporate retirement plans
Endowments and foundations

 
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:
CEFEX Certifications:
Investment Advisors
Investment Stewards
Investment Managers
ASPPA Certification:
Record Keepers/
Third Party Administrators