Read about the solution for plan sponsors to the dilemma they face in complying with ERISA’s challenging fee disclosure rule.
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Most retirement plans are supervised entirely by in-house managers. Roland|Criss is an unbiased partner for employers that need their management approach tested for its conformance to ERISA’s fiduciary rules and industry best practices.
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The uncertainties and risks related to fiduciary duty finally have solutions.
Just as governance, risk management , and compliance (“GRC”) systems have proven effective at making securities markets safer, innovative GRC solutions from Roland|Criss are achieving similar results for employee benefit plans and investment firms.
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Assurance and Benefits
Excessive Fees in
What ERISA fiduciaries in nonprofits need to know.
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Solutions to trending issues that challenge retirement plan sponsors and their advisors.
Updated with all the latest changes in pension law and court cases.
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|Empowering Plan Sponsors|
Current litigation and regulatory trends place a premium on having the best fiduciary governance, risk, and compliance management system. Those are the trends that are driving the move toward outsourcing the ERISA Plan Administrator role.
A vital advantage lies with Roland|Criss. A few distinguishing competencies power better outcomes for retirement plans and nonprofits.
We hold strongly to the idea that our ability to produce greatly improved outcomes for our clients lies within a few vital competencies that we have developed over the past two decades. We partner with our clients to transfer those competencies and improve the productivity and safety of retirement plans, welfare benefit plans, and nonprofit organizations.
We help our clients identify and acquire the fiduciary competencies and systems they need to exceed their regulatory agencies’ expectations.
Roland|Criss’ clients enjoy the benefit of our experience in a wide array of segments in the retirement plan and nonprofit communities as well as from our various functional skills. Our experience in retirement plans qualified under the Employee Retirement Income Security Act and nonprofits in such varied industries as healthcare and higher education allows us to handle the most profound and urgent fiduciary challenges of our day.
What executives say
As a national investment advisory firm, CBIZ is committed to doing everything possible to sharpen our fiduciary identity. Our clients and prospects have come to expect this. Our CEFEX certification is a vital part of our effort to stay in front. Roland|Criss has all the answers about CEFEX. Its staff really knows what they are doing.
Mike Swallow, AIFA