Today's supply chains for ERISA plan sponsors and non-profit foundations are complex...particularly when it comes to the need for specialization in selecting and managing vendors of investment and administration services.

Most executives that serve as fiduciaries are able to address vendor issues only periodically, quarterly at best in most cases.  That means vital vendor management skills fail to develop.  The result?   Buyers of investment and administration services are no match for the sellers.
The cure?  A professional supply chain management system customized for the retirement plan and foundation communities.

	Supply Chain Strategy The current environment for fiduciary support services has plenty of potential for excessive fees, services promised but not delivered, and poorly defined and inconsistent ways of testing the value of investment and administration vendors.  Roland|Criss helps its clients develop vendor management strategies that are built on time honored professional principles and practices.  details...
	Assessment of Fees An assessment of the fees charged by vendors to a pension plan's or foundation's assets uses an audit model that provides executives with a unique understanding of the real drivers behind top investment returns.  details...
	Vendor Selection and Supply Chain Monitoring Roland|Criss knows investment and administration vendors inside and out.  Our onsite audits of the fiduciary support practices of hundreds of investment advisors and administration providers offer our clients rich insights into the engines that drive such vendors on whom they rely so heavily.   By combining innovative strategies with practical know-how, Roland|Criss helps organizations optimize their fiduciary supply chains.  We strengthen more incumbent vendor relationships than we unseat.  details...
	Risk Management The challenges facing ERISA plan officials and executives that manage foundations would be stout enough if the impact was just cost and investment returns related. But the added weight of fiduciary responsibility increases the stakes enormously.  details...

Roland|Criss works with clients to design and implement high-performing supply chains that enable them to excel in the welfare benefit, retirement plan, and charitable giving communities.  Our work meets the tough independence demands of fiduciary laws because we neither sell any services that appear in fiduciary supply chains, nor do we own any interest in other companies that do so.

Many executives that purchase investment and administration services for their ERISA qualified plans and non-profit foundations wonder if they can trust their vendors.  A free white paper reveals Roland|Criss' viewpoint.