Client Testimonials



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





What executives say
about us…

The ASPPA certification is a testament to the talent and diverse expertise of our staff – our goal is to continue our heritage, while meeting the demand for both employers and employees. Roland|Criss’ certification experience really shows and they understand the ERISA recordkeeping world thoroughly.

John Blossom
President & CEO
Alliance Benefit Group of Illinois





What executives say
about us…

With increased media and public pressure on university retirement plans and trust entities, Roland|Criss provided assurance to our trustees that we were well prepared should it come under scrutiny.

Bill Bleibdrey
Senior Vice President
Finance and Administration
Texas Wesleyan University





What executives say
about us…

Roland|Criss’ assessment of our firm’s custodian function was thorough and produced many useful benefits to us. We have a much better appreciation of our clients’ perspectives of us. The results of Roland|Criss’ work has caused us to alter the way we tell our firm’s service delivery message.

Denys Pearce
Managing Director
Plan B Trustees Limited
Perth, Australia





What executives say
about us…

Roland|Criss has made it easy for us to understand and manage our fiduciary duties. Their oversight gives us the assurance we need to ensure we are effective stewards for our participants.

Steve Bassinger
Controller
The law firm of McKool Smith





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
President
Slavic 401k, Boca Raton, FL





What executives say
about us…

Roland|Criss plays a vital role in managing our investment committees’ fiduciary risk. You help define and solve it!

Bill Cole
Chief Financial Officer
RMG Enterprise Solutions, Inc.





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
Executive Vice President
CBIZ Financial Solutions, Inc.





What executives say
about us…

I cannot think of one good reason every retirement plan sponsor and non-profit trustee should not require certification and accreditation for each consultant and money manager sharing the fiduciary role. Roland|Criss is leading the way to a new era of accountability.

Jack Gardner
Managing Director
Thornburg Investment Management Inc.




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