LeadingEdge IDEAS

Hand writing the text: Conflict of InterestResource center for the ERISA Conflict of Interest Rule

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Compliance Strategy
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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Management Strategy
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 Fiduciary Solution

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 retirement plan sponsors and investment firms.
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Assurance and Benefits

FiduciaryGRC is an ERISA 3(16) Plan Administrator system that uses workflow automation to streamline the fiduciary role for retirement plan sponsors.
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FiduciaryQPR is a powerful tool for use in managing an ERISA qualified plan. It tests all of the Department of Labor’s most recent checkpoints.
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FiduciaryACT is a compliance system for investment firms that aligns their operations with the Conflict of Interest-BICE rule.
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Competency and Experience

FSMACert-PlanAdminTested against the ERISA 3(16) fiduciary standard Retirement Plan Administrator: Scope and Conduct
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Explore our video library

Solutions to trending issues that challenge retirement plan sponsors and their advisors.
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Training and Development
Fiduciary Training

Updated with all the latest changes in pension law and court cases.
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What’s a vendor worth?

That’s a question the Department of Labor now requires retirement plan sponsors to answer and it’s not easily found. A solution exists…the Vendor Value Index.
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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.
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Leadership highlights for the fiduciary community Read now!
  • What We Think
  • What We Do

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
about us…

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
Vice President
CBIZ Financial Solutions, Inc.