Case Studies

Examples of how Roland|Criss helps our clients

A Better 403(b) Plan Management Approach
Business Sector: Higher Education (Nonprofit)

Aligning Fiduciary Practices with the Board’s Strategic Intent
Business Sector: For Profit Enterprise

A Healthier 403(b) Plan Management Approach
Business Sector: Hospital (Nonprofit)

Fiduciary Manager Saves Big Bucks for this Foundation
Business Sector: Foundation (Nonprofit)

Real-World Benefits of an ERISA Plan Cost Assessment
Category: Risk Management

Plan Sponsor Fixes its Vendor Management Deficiencies
Category: Risk Management

The Confident Committee
Category: Governance