De-Risking the Fiduciary Role

Governance, Risk, and Compliance technology (“GRC”) enables a strategy that ensures an advanced fiduciary legal defense.

Risk and Compliance Solutions

An expert evaluation of a fiduciary risk management system drives process efficiencies, better outcomes for participants, and calm assurance.

Investment Risk Assurance

The authenticity of investment fiduciary behavior is measured by decision making processes not by investment results.

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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…

Our firm has won many RFP’s recently, and we can attribute our success due in part to our CEFEX certification. Since Slavic operates as a broker/ dealer, an investment manager, a TPA and an advisor, we also believe the CEFEX process has helped improve the accountabilities within our organization. Roland|Criss helped us identify the qualities that differentiate us and helped portray them in the best light for CEFEX.

John Slavic
Slavic 401k, Boca Raton, FL