Fiduciary laws are complex and require a full time focus, experience, ongoing training, and formal guidelines in order to comply with them. Yet most people who are assigned by their boards of directors to serve as fiduciaries do so only part time.
The vast majority of retirement plan sponsors and foundations employ the part time approach. This approach spawns committees with various designations such as investment, benefits, and human resources. They serve as forums on which executives and managers seek to execute the legal duty delegated to them by the directors.
Members of fiduciary committees often feel anxious or unsure about the scope of their legal and ethical responsibilities. Roland|Criss partners with fiduciary committees to help them understand their role, upgrade their fiduciary processes, and provide the tools and security that enable them to confidently fulfill their leadership duties through...
- training
- standards-based assessment of fiduciary processes
- correction of shortcomings
- monitoring of processes ongoing.
Since our services are not bundled with any other offering, we are completely unbiased in our findings and recommendations.
For an online demonstration of our Fiduciary Assurance Solutions, please contact us for a preliminary assessment of your fiduciary risk.
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| TESTIMONIALS: |
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| "In an environment in which we are tested for our provider selection and monitoring processes, independent guidance based on industry best practices was one of the most important decisions our investment committee could make. Roland|Criss has made it easy for us to understand and manage our fiduciary duties. Their oversight gives us the assurance we need to ensure we are effective stewards for our participants." |
| Steve Bassinger, Controller for the law firm of McKool Smith |
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| “With increased media and public pressure on university retirement plans and trust entities, Roland|Criss provided assurance to our trustees that we were well prepared should it come under scrutiny.” |
| Bill Bleibdrey, S.V.P. – Finance and Administration, Texas Wesleyan University |
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| “Roland|Criss plays a vital role in managing our investment committees’ fiduciary risk. You help define and solve it.” |
| Bill Cole, Chief Financial Officer, Symon Communications, Inc. |
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