ASSURANCE
If you could take a snapshot of your organization’s retirement plan or pension plan, what would it reveal?
A periodic comprehensive review is a necessity. Roland|Criss applies guidelines set by the U.S. Department of Labor for ERISA plans, and standards established for public pensions to our assessments, in order to ensure authenticity of the results.
Roland|Criss engages with our clients by assessing their operating and investment decision making methods and implements lasting risk solutions.
Article
The Bumpy Road to Fiduciary Excellence
No matter if your organization is a commercial enterprise, a nonprofit institution, or a public pension, today’s regulatory situation demands that its operations adhere to fiduciary laws and best practices. Our assurance assessments produce process improvements. This article provides insights on how we do it.
Practical Tip
Vendors’ fees
Compliance with federal pension law changed dramatically when the U.S. Department of Labor released Regulation 408(b)(2), the so-called “Fee Disclosure” rule. It created the need for an unbiased opinion of the reasonableness of retirement plan vendors’ fees. Roland|Criss provides independent opinions of compliance with the rule for sponsors of ERISA qualified retirement plans.
Practical Tip
Governance & policies
Fiduciary operations should be integrated closely with an enterprise’s risk culture. Roland|Criss conducts comprehensive assessments that take into account your culture, risk tolerance, and governance structure. The result is assurance that fiduciary policies and practices align with the governing board’s objectives.
