by Roland|Criss | Jul 12, 2016 | Retirement Plans, Uncategorized
A published set of uniformly enforced guidelines and specifications is the essential trait of a standard. Examples of published standards abound in many fields including technology, manufacturing, and healthcare. A ton of commentary has appeared in the retirement plan...
by Roland|Criss | Jun 30, 2016 | Retirement Plans
ERISA retirement plan sponsors are in the midst of dramatic changes in the Department of Labor’s fiduciary rules. This podcast looks deeply into the causes of the regulatory shifts. Experts in ERISA governance, risk management, and compliance (“GRC”)...
by Roland|Criss | Jun 24, 2016 | Retirement Plans
Computerizing Fiduciary Controls is a New Business Reality for ERISA Plans Recent changes to ERISA make compliance with its fiduciary rules more challenging than at any time since its introduction in 1974. Many organizations that sponsor ERISA plans lack the needed...
by Roland|Criss | Jun 17, 2016 | Leadership Forum
CFOs and human resource executives grow their skills at the Executive Leadership Forum.
by Roland|Criss | Jun 1, 2016 | Retirement Plans
Out of necessity, a fiduciary’s performance of their duty will drive interactions with vendors of investment advice and administration services. Those interactions all have the potential to create real or perceived conflicts of interest with the trinity of ERISA...