People who are stewards of other people's money held in pension plans and charitable foundations are threatened by risks and consequences of major proportions. A widely erratic stock market, combined with far reaching investment scandals, led to a huge growth in lawsuits against pension plan sponsors and foundations in 2009.

Retirement plan participants, and donors to charitable institutions, want assurance that their assets are secure in your hands. Armed with powerful pension and trust laws, they have the tools to uncover imprudent fiduciary practices. The consequences of imprudence can be severe.

In today's world, guessing about the correctness of your conduct as a fiduciary is unwise. Studies by regulatory agencies reveal a vast gap exists between the conduct of investment stewards and the standards by which they are required to act.

Roland|Criss has a solution for you. Our Assurance Assessment will confirm your organization's place of safety. It will help you see how well your pension plan's or foundation's investment management practices align with the laws and best practices that define your duties. The Assurance Assessment will even describe what you can do to be safer still.

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