Principled Performance

Article Not that long ago, advocacy groups for employee benefit plan (“EBP”) service providers began promoting the notion that “fiduciary excellence” related only to investment decision-making in pension and retirement plans. Revelations of...

Six Essential Policies

Article Retirement plans qualified under the Employee Retirement Income Security Act (“ERISA”) should maintain certain policies, according to guidance provided by the Department of Labor (“DOL”). Having well-defined written policies and in...

The Roland|Criss 4D Framework

Featured Insight In recent years, employers sponsoring retirement plans under the Employee Retirement Income Security Act (ERISA) have increasingly turned to co-fiduciaries to shield themselves from ERISA fiduciary legal liability. Co-fiduciaries, often seen as a...

Capital Preservation Funds

Article Stable value funds and money market funds offer retirement plan participants the lowest level of risk (and investment returns) among investment options.  Collectively, they fall into a general category, sometimes called capital preservation funds.   A...
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