Learn how we partner with clients to ensure that retirement plan operations and fiduciary committee governance conform to legal standards of care.
Our implementation experience with best practices helps our clients by enhancing their performance, ensuring the efficient execution of their retirement and healthcare plans, and aligning their decisions with plan participants’ best interests.
To maintain organizational resilience in an arena that is constantly changing, find out how we assist our clients in better understanding, anticipating, and managing risks.
We help our clients confidently select and supervise their employee benefit plans’ service providers by offering expert guidance, periodic RFPs, and ongoing oversight to ensure alignment with fiduciary standards and quality-of-service expectations.
Learn how the internal controls in our governance, risk management, and compliance (GRC) framework and our regular assessments help our clients maintain assurance of fiduciary excellence.
We empower our clients’ fiduciary committees to achieve conformance to the U.S. Department of Labor’s cybersecurity mandates for both retirement and healthcare plans.
Roland|Criss’ analysis technology transforms how retirement plan fiduciaries assess fund managers by dissecting performance metrics to distinguish true value from results that merely ride participants’ contributions.
Video insights
The Roland|Criss edge
Success resources and guidance from the leading independent fiduciary advisor for employee benefit plan committees and boards of directors.
Making strategy stick
Learn how we help clients develop and implement bold employee benefit plan management strategies by providing advice on operations, governance, compliance, and modeling a framework that stands the prudence test.
The new risk reality
The convergence of market instability, legal pressures, regulatory turmoil, vendor mergers, and emerging threats has forced employers to rewrite their employee benefit plan risk management playbooks and adopt more agile, forward-looking approaches.
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How we help our clients
maintain excellence
Our firm’s guidance for managing other people’s assets can be seen in various ways, including:
- Transparency and Communication: Regular, clear, and honest communication with clients about their assets, performance, and any changes in strategy. This builds trust and ensures clients are always informed.
- Risk Management: Implementing robust risk management strategies to protect assets from market volatility and other potential threats. This includes diversification, hedging, and continuous monitoring of market conditions.
- Performance and Returns: Consistently achieving or exceeding performance benchmarks and delivering strong returns on investments. This demonstrates the manager’s ability to make sound investment decisions.
- Client-Centric Approach: Tailoring investment strategies to meet the specific goals, risk tolerance, and time horizon of each client. This personalized approach ensures that the client’s needs and preferences are prioritized.
- Ethical Standards: Adhering to high ethical standards and regulatory requirements. This includes avoiding conflicts of interest, ensuring fair practices, and maintaining integrity in all dealings.
- Innovation and Adaptability: Staying ahead of market trends and continuously seeking innovative investment opportunities. This also involves adapting strategies in response to changing market conditions and client needs.
- Education and Empowerment: Educating clients about their investments and the rationale behind decisions. Empowering clients with knowledge helps them feel more confident and engaged in the management of their assets.
- Technology Utilization: Leveraging advanced technology and data analytics to track vendors’ cybersecurity traffic, enhance decision-making, improve efficiency, and ensure fiduciaries receive adequate reporting from the plan’s investment advisor.
