Roland|Criss - Roland Criss

Unraveling an ERISA 3(16) Plan Administrator’s Duties

by Roland|Criss | Feb 25, 2014 | Retirement Plans

Talking Points About the 3(16) Role: Key Facts You Want to Know With the ever-changing responsibilities of the retirement plan management role (including those associated with the most recent fee disclosure rules), plan sponsors and their advisors have been asking:...

The “Fiduciary” Fad: Can Anyone Be a Fiduciary?

by Roland|Criss | Feb 13, 2014 | Retirement Plans

With increased regulatory pressure from the Department of Labor, and seemingly ever-growing responsibilities for retirement plan sponsors, it’s no wonder that “turnkey” fiduciary solutions are popping up everywhere. But what risks do these newfangled “fiduciaries”...

“Starter Plan” or Non-Starter Idea: Obama’s “MyRA” Proposal

by Roland|Criss | Jan 31, 2014 | Retirement Plans

In President Barack Obama’s State of the Union Address on Tuesday night, he introduced a proposed “MyRA” retirement savings account that would invest in government bonds, providing a “starter plan” for workers who do not have access to a 401(k) plan. Once workers’...

Update on Fiduciary Standard for Endowments and Foundations

by Roland|Criss | Nov 8, 2013 | CTLF

The Charitable Trust Leadership Forum, which is sponsored by Roland|Criss, will convene in December in order to consolidate members’ comments on the need for updates to the Fiduciary Standard for Endowments and Foundations.

The Gold Standard

by Roland|Criss | Nov 4, 2013 | Retirement Plans

Last week, a blog post entitled, “Are 3(16) Plan Administrator Arrangements a Sham?” delineated the difference between a selective 3(16) service provider (who absorbs only a small amount of plan sponsor responsibility) and a full-service 3(16) provider (who agrees to...