by Roland|Criss | Jan 1, 2020 | Leadership Forum, Retirement Plans
Produced for the Nonprofit Executive Leadership Forum, this podcast provides a historical reflection of the pre-ERISA days of 403(b) plan management. Our guest expert examines how that history is contributing to the challenges currently facing the administrative teams...
by Roland|Criss | Dec 30, 2019 | Leadership Forum, Service Providers
Outsourcing ERISA retirement plan services has been around for decades, but recent industry developments have translated into new strategies for plan sponsors. The chairman of Roland|Criss’ Fiduciary Standards Committee discusses key trends every CFO and human...
by Roland|Criss | Dec 13, 2019 | Leadership Forum, 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 | Feb 11, 2016 | Leadership Forum, Retirement Plans
Organizations that sponsor ERISA retirement plans have long struggled with the complexities of their vendors’ fee arrangements. The Department of Labor (“DOL”) blames much of that struggle on an information gap that divides plan managers and vendors....