by Roland|Criss | Aug 27, 2025 | Fiduciary Risk Management, Retirement Plans
Article Understanding who qualifies as an investment fiduciary under the Employee Retirement Income Security Act (ERISA) is critically important. This article examines the longstanding “five-part test” for investment advice fiduciaries and clarifies its...
by Roland|Criss | Aug 25, 2025 | Fiduciary Risk Management, Retirement Plans
Article In the complex landscape of retirement plan management, plan sponsors face numerous responsibilities and potential liabilities. To mitigate these challenges, many turn to service providers who claim to offer fiduciary protection. Among these claims, the...
by Roland|Criss | Aug 11, 2025 | Fiduciary Risk Management, Retirement Plans
Article As we navigate the complex world of retirement plan oversight in 2025, ERISA fiduciaries face both traditional responsibilities and emerging challenges. Remember, your role isn’t just administrative—you’re legally bound to act solely in...
by Roland|Criss | Jul 29, 2025 | Retirement Plans
Article As a fiduciary of a retirement or healthcare plan, you bear immense responsibility—and increasingly, significant personal risk. Recent litigation trends and Department of Labor (DOL) enforcement actions have created a landscape where fiduciaries face...
by Roland|Criss | Jun 22, 2025 | Retirement Plans
Article Building Stronger Foundations for Plan Management In an era of increasing regulatory scrutiny and operational complexity, fiduciaries need more than just oversight—they need strength. Roland|Criss helps our clients fortify their fiduciary practices with...
by Roland|Criss | Jun 22, 2025 | Retirement Plans
Article Efficiency with Integrity — and Real Results for Employers Confident Autonomy When fiduciaries are empowered with the right resources and frameworks, they can manage retirement and healthcare plans with greater efficiency, reduce risk exposure, and...