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Assessment of Fiduciary Practices
 

Roland|Criss is an advocate of periodic self-checkups of the methods that foundations and pension plans use to perform their duty as stewards of other peoples' money.  Our belief in the value of introspection led us to develop the Assurance Assessment.

The Assessment is a review of an organization’s adherence to fiduciary laws, decisions made by the courts, and industry best practices.  As part of an Assessment Roland|Criss examines each part of a client's system of:

  • governance;
  • administration;
  • investments; and
  • controls.
The benchmarks we use in our Assessments are the independently developed practice standards relevant to each client's industry.

We gain an understanding of a client's environment by reviewing its documentation and management processes.  We use our findings to perform a gap analysis that maps a prioritized list of actions that eases our clients' compliance with the standard.

Roland|Criss helps its clients identify gaps, cure deficiencies, and eliminate duplicated steps in their efforts to comply with legal mandates, regardless of whether it involves ERISA, UPMIFA, MPERS, or UPIA.

An assessment of your organization's practices can greatly improve your safety and stewardship skills.  Ask here about a check-up of your fiduciary practices.