Industries of all types rely on standards to measure performance and manage risk. Under fire from oversight agencies, the media, and plaintiff attorneys, pension plans and foundations ("Investment Stewards") are seeking a solution that ensures safety, attests to excellence, and testifies to a trustee board’s trustworthiness.
The Fiduciary Standard for Endowments and Foundations and the ERISA Vendor Management Standard were years in the making. Developed by a task force of the Investment Fiduciary Leadership Council, these standards are substantiated by federal and state laws, legal precedents, and best practices. Roland|Criss can interpret their value and install their mechanisms in order to produce the results that trusted stewards are expected to achieve.
Our Investment Steward clients include:
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ERISA qualified retirement plans; |
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endowments and foundations; and |
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public pensions. |
For an online demonstration of our assessment and certification programs, please contact us for a preliminary discussion.
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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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| “There is no question your service has increased my comfort regarding my role as trustee of our 401k plan. Your associates have been extremely responsive and easy to work with.” |
| Lee Lichtenstein, President, AmSource |
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