ARLINGTON, TX - April 3, 2009 - Roland|Criss Fiduciary Services, the leading independent provider of fiduciary protection and certification programs to retirement plan sponsors and endowments, is pleased to announce the addition of Brian Cressey to its staff. Brian will serve in the role of Director of the West Region. He is a seasoned financial services professional and client relationship manager with more than 25 years of experience delivering retirement plan solutions to plan sponsors in the educational, research, governmental, and non-profit sectors.
In his new role, Brian will focus on serving plan fiduciaries in the corporate, public, and non-profit sectors to mitigate fiduciary risk by utilizing Roland|Criss' proprietary training, rating, and certification programs.
"We are very excited with the addition of Brian to our team," said Ron W. Hagan, Executive Vice President of Roland|Criss. "His skill-sets and extensive industry experience will most certainly enhance our growth and benefit our clients. Even more important than his professional credentials, Brian's character and integrity is a great fit with the vision and purpose of our company."
"I am passionate about enhancing plan fiduciaries' awareness of how to overcome the challenges in today's retirement environment and to deliver solutions that efficiently and comprehensively ensure protection," Cressey said. "In all of my years in the financial services industry, I have not seen a truly independent, standards-based service model like Roland|Criss, encompassing all aspects of fiduciary responsibilities. Since we do not provide investment or administration services, our positioning and competencies are exactly what the industry needs in order to elevate fiduciary processes and service provider transparency."
Brian is well versed with all aspects of ERISA and retirement plan administration, and he has a wealth of experience working with all types of defined contribution plans including profit sharing/401(k), money purchase, 403(b), 457, and non-qualified deferred compensation.
Prior to joining Roland|Criss, Brian served as the Director of Institutional Relationships at the SageView Advisory Group, a leading Registered Investment Adviser located in Irvine, CA. Prior to his time at SageView, he served as a Regional Vice President responsible for middle market institutions in the West for TIAA-CREF, the portable, nationwide defined contribution retirement system for higher education. He also played a key role in developing and managing TIAA-CREF's Washington, D.C. and Newport Beach branch offices.
Brian earned his Bachelor of Arts in Economics from Bowdoin College in Brunswick, Maine. He is a Certified Employee Benefits Specialist (CEBS), and he is currently studying for the designation of Accredited Investment Fiduciary (AIF).
About Roland|Criss
Headquartered in Arlington, Texas, Roland|Criss is the leading independent provider of fiduciary protection and certification programs. Roland Criss' programs are designed to mitigate personal liability for trustees of retirement systems and foundations, enhance plan performance, and attest to trustworthiness among service providers.
Roland|Criss is dedicated to providing processes and certifications that adhere to the highest standards of fiduciary excellence. They are equally committed to a business model that is founded on independence. It allows Roland|Criss to deliver unbiased guidance and assessments of excellence in a world where conflicts of interest can undermine fiduciary safety.
For more information, call (800) 440-3457 or visit www.rolandcriss.com.
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