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Article Cybersecurity Best Practices Since the U.S.government introduced regulatory-like cybersecurity guidelines in 2021, many organizations that sponsor retirement plans affected by those guidelines set out to test their conformance. Roland|Criss is a...What fiduciary liability insurance covers
Article An essential part of a risk management strategy One of the least-known insurance products on the market is the fiduciary liability insurance policy. However, it might be the only insurance that sufficiently shields individuals from liability for...For better or for worse
Article Preparing for a New Retirement Plan Audit Experience The Employee Retirement Income Security Act of 1974 (“ERISA”) requires annual audits of plan financial statements by an independent qualified public accountant for plans with more than 120...Beware of the name game
Article Select and Supervise Your Plan’s Vendors Carefully! A sizable fine from the U.S. Securities and Exchange Commission (“SEC”) is a sharp reminder of the danger of selecting retirement plan service providers based on their name...Contact us…
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