by Roland|Criss | Feb 22, 2022 | Retirement Plans
Article An Investment Policy Statement (“IPS”) can provide a vital map to the continuing success of a retirement plan qualified under the Employee Retirement Income Security Act (“ERISA”). An IPS sets the parameters for how the plan undertakes...
by Roland|Criss | Feb 16, 2022 | Retirement Plans, Webinars
WEBINAR This webinar provides insights and practical tips on what a proper management program looks like and how to design, install, and maintain it. https://rolandcriss.com/wp-content/uploads/2022/02/Webinar_Cybersecurity_2-16-2022.mp4 Send us your questions in the...
by Roland|Criss | Jan 6, 2022 | Retirement Plans
The U.S. Department of Labor’s enforcement arm, the Employee Benefits Security Administration (“EBSA”) periodically examines the quality of audits performed by independent CPAs. During its most recent review, the EBSA uncovered significant shortcomings in auditing...
by Roland|Criss | Jul 20, 2021 | Retirement Plans, Webinars
WEBINAR This session presents the market forces that brought cybersecurity to the doorstep of employee benefit plan fiduciaries. The subject matter incudes a review of the information you’ll need to prepare for a U.S. Department of Labor cybersecurity audit. A...
by Roland|Criss | Mar 9, 2021 | Retirement Plans, Webinars
WEBINAR This event is the third in a four-part series of fiduciary management webinars for Chief Financial Officers and human resources leaders covering Plan Operations, Data Security, Investments, and Vendors’ Fees. Ronald E. Hagan, Chairman of Roland|Criss’...