| 1994 |
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Roland|Criss established the Trustee Training Institute™ to deliver focused fiduciary training to trustees of public and corporate retirement plan systems. The Trustee Training Institute was reconstituted in 2004 as the Fiduciary Roundtable™. |
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Roland|Criss coordinated with the Foundation for Fiduciary Studies to align its trustee training with the Global Fiduciary Standard of Excellence. |
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| 2002 |
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Roland|Criss established the first fiduciary diagnostic and implementation system for retirement plan systems and trust entities under the FiduciaryPLUS™ brand. |
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| 2004 |
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Roland|Criss added its proprietary electronic document storage solution, NetDoc™, to its FiduciaryPLUS™ suite of services. |
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| 2005 |
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Roland|Criss innovated the Investment Fiduciary Review service by developing its proprietary ISP Rating™. |
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By the end of 2005, Roland|Criss' Fiduciary Services unit achieved a 98% client renewal rate among plan sponsors and trust entities that it served in a fiduciary oversight capacity for at least one year. |
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| 2006 |
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Roland|Criss was the first approved analyst to conduct certification assessments under the Center for Fiduciary Excellence (CEFEX) certification program. |
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Roland|Criss successfully completed the first Investment Manager certification of Thornburg Investment Management. |
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Roland|Criss established a dedicated U.S. West region presence. |
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| 2007 |
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Roland|Criss was selected by the American Society of Pension Professionals & Actuaries ("ASPPA") to the ASPPA Certification Task Force to develop its Recordkeeper Practices. These practices form the basis for the ASPPA Recordkeeper Certification Program. |
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Roland|Criss successfully completed the first recordkeeper certification of Ingham Group, Inc. |
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Roland|Criss' CEO, Ronald E. Hagan, was appointed Chairman of the Investment Fiduciary Leadership Council. IFLC is a non-profit, international organization for CEFEX certified investment advisors, investment stewards, and investment managers. |
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By the end of 2007, Roland|Criss accounted for dozens of CEFEX certifications globally representing over 90% of certified firms. |
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Roland|Criss' Fiduciary Services unit achieved a 95% client renewal rate among plan sponsors and trust entities that it served in a fiduciary oversight capacity for 2 years or more. |
