Roland|Criss has developed a series of tools for use by investment committees. The tools help committee members manage the investment decision making process in compliance with pension laws and trust statutes.

Our fiduciary managment tools are powerful and rich in content. They are useful for...

• comparing and rating your organization's fiduciary practices against legal standards of care;
• analyzing the reasonableness of fees you pay to service providers including investment firms, recordkeepers, custodians, and outside trustees;
• confirming your protection under safe harbor provisions for pension plan and foundation fiduciaries; and
• certifying that your investment oversight practices adhere to your investment policy.

Roland|Criss discharges the full fiduciary duty of ERISA plan sponsors in our capacity as an ERISA Administrator. Get a free report here.

Ask here about how our tools can improve your risk management program.