Risk Advisory for Employer Sponsored Benefit Plans

We clarify and reduce risk

We engage with our clients’ leaders in finance and human resources to clarify standards of care described in fiduciary laws. We reduce our clients’ risk by assessing their procedural and investment decision making methods and by implementing lasting governance and risk management solutions.

Risk Management for Endowments and Foundations

We ensure excellence

Roland|Criss works with senior level executives to ensure that governance and operating practices align with relevant standards of care.

Rating Assurance for Investment Advisory Firms

We certify compliance

We provide a fiduciary identity advantage to investment advisors that earn our firm’s attestation that the computer models they use to advise clients comply with federal regulations.

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  • What We Think

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.

What executives say
about us…

In spite of the obstacles we faced throughout our vendor selection process, Roland|Criss was able to elevate our approach above the convoluted service provider arrangements, and create a clear-cut fiduciary system that safeguards our practices and ensures we were doing what is best for our plan’s employees. Our partnership with Roland|Criss allows us peace of mind regarding our fiduciary responsibility and decisions.

J. Stansel Harvey
Chief Executive Officer
Delta Regional Medical Center