The Excellent Fiduciary Podcast https://rolandcriss.com/series/the-excellent-fiduciary-podcast/ Insights into the practices required to satisfy the moral and legal requirements for executives and managers who are assigned to oversee the retirement and benefit plan assets of their enterprise's employees. Wed, 01 Apr 2026 15:28:07 +0000 en-US Copyright © Roland|Criss Guidance for fiduciaries of retirement, health, and welfare benefit plans. Roland|Criss episodic Insights into the practices required to satisfy the moral and legal requirements for executives and managers who are assigned to oversee the retirement and benefit plan assets of their enterprise's employees. Roland|Criss Fiduciary Services excellentfiduciary@rolandcriss.com false https://rolandcriss.com/wp-content/uploads/2021/02/Excellent-Fiduciary-Icon.jpg The Excellent Fiduciary Podcast https://rolandcriss.com/series/the-excellent-fiduciary-podcast/ excellentfiduciary@rolandcriss.com Insights into the practices required to satisfy the moral and legal requirements for executives and managers who are assigned to oversee the retirement and benefit plan assets of their enterprise's employees. No yes 8b0e87e7-53cd-5ff7-b914-7ddb318e0ad4 https://wordpress.org/?v=6.9.4 Fresh Perspectives on Fiduciary Controls https://rolandcriss.com/podcast/fresh-perspectives/?utm_source=rss&utm_medium=rss&utm_campaign=fresh-perspectives Fri, 04 Nov 2022 19:15:59 +0000 https://rolandcriss.com/?post_type=podcast&p=35698 Prudent Performance drives excellence in employee benefit plan management. Learn how it's defined and how it transforms employee benefit plan outcomes.

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]]> Prudent Performance drives excellence in employee benefit plan management. Learn how it's defined and how it transforms employee benefit plan outcomes.

The post Fresh Perspectives on Fiduciary Controls first appeared on Roland Criss.

]]> https://rolandcriss.com/wp-content/uploads/2021/02/Excellent-Fiduciary-Icon.jpg Fresh Perspectives on Fiduciary Controls false no 00:11:14 No no Evaluating Fiduciary Committee Performance https://rolandcriss.com/podcast/evaluating-committee-performance/?utm_source=rss&utm_medium=rss&utm_campaign=evaluating-committee-performance Mon, 24 Oct 2022 15:04:55 +0000 https://rolandcriss.com/?post_type=podcast&p=35639 It's ironic that the one group with the power to affect the fate of employees when they retire — the retirement plan committee — is the one group in an organization that is often randomly selected, rarely evaluated, and seldom held accountable. But that is changing.

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]]> It's ironic that the one group with the power to affect the fate of employees when they retire — the retirement plan committee — is the one group in an organization that is often randomly selected, rarely evaluated, and seldom held accountable. But that is changing.

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]]> https://rolandcriss.com/wp-content/uploads/2021/02/Excellent-Fiduciary-Icon.jpg Evaluating Fiduciary Committee Performance false no 00:11:09 No no Are Cybersecurity Warnings Being Heard? https://rolandcriss.com/podcast/cyber-warnings/?utm_source=rss&utm_medium=rss&utm_campaign=cyber-warnings Fri, 07 Oct 2022 15:04:56 +0000 https://rolandcriss.com/?post_type=podcast&p=35521 Cybersecurity is turning into a social phenomenon. Traditional culture improvement efforts focusing exclusively on awareness are not causing a needed change in priorities among employee benefit plan committees.

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]]> Cybersecurity is turning into a social phenomenon. Traditional culture improvement efforts focusing exclusively on awareness are not causing a needed change in priorities among employee benefit plan committees.

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]]> https://rolandcriss.com/wp-content/uploads/2021/02/Excellent-Fiduciary-Icon.jpg Are Cybersecurity Warnings Being Heard? false no 00:12:56 No no Don’t Hold on to the Money! https://rolandcriss.com/podcast/dont-hold-money/?utm_source=rss&utm_medium=rss&utm_campaign=dont-hold-money Fri, 23 Sep 2022 19:18:11 +0000 https://rolandcriss.com/?post_type=podcast&p=35455 Many employers hold on to their employees retirement plan contributions too long. The regulatory trouble and c

The post Don’t Hold on to the Money! first appeared on Roland Criss.

]]> Many employers hold on to their employees retirement plan contributions too long. The regulatory trouble and c

The post Don’t Hold on to the Money! first appeared on Roland Criss.

]]> https://rolandcriss.com/wp-content/uploads/2021/02/Excellent-Fiduciary-Icon.jpg Don’t Hold on to the Money! false no 00:11:29 No no New RFP Best Practices https://rolandcriss.com/podcast/new-rfp-best-practices/?utm_source=rss&utm_medium=rss&utm_campaign=new-rfp-best-practices Fri, 09 Sep 2022 20:06:15 +0000 https://rolandcriss.com/?post_type=podcast&p=35439 Two significant developments force modernization of RFP best practices for recordkeeping vendor searches. Hear them explained in this podcast.

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]]> Two significant developments force modernization of RFP best practices for recordkeeping vendor searches. Hear them explained in this podcast.

The post New RFP Best Practices first appeared on Roland Criss.

]]> https://rolandcriss.com/wp-content/uploads/2021/02/Excellent-Fiduciary-Icon.jpg New RFP Best Practices false no 00:16:05 No no Human Resources Leaders as Investment Fiduciaries https://rolandcriss.com/podcast/hr-as-investment-fiduciaries/?utm_source=rss&utm_medium=rss&utm_campaign=hr-as-investment-fiduciaries Fri, 26 Aug 2022 16:23:17 +0000 https://rolandcriss.com/?post_type=podcast&p=35216 Human resources executives who are members of investment-related employee benefit plan committees hear what to expect in their role as investment fiduciaries.

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]]> Human resources executives who are members of investment-related employee benefit plan committees hear what to expect in their role as investment fiduciaries.

The post Human Resources Leaders as Investment Fiduciaries first appeared on Roland Criss.

]]> https://rolandcriss.com/wp-content/uploads/2021/02/Excellent-Fiduciary-Icon.jpg Human Resources Leaders as Investment Fiduciaries false no 00:12:43 No no De-Risking the Investment Fiduciary Role https://rolandcriss.com/podcast/de-risking-investment-fiduciary/?utm_source=rss&utm_medium=rss&utm_campaign=de-risking-investment-fiduciary Mon, 15 Aug 2022 20:57:46 +0000 https://rolandcriss.com/?post_type=podcast&p=35119 This podcast focuses on how investment fiduciary risk differs from investment risk and presents steps that resolve the differences.

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]]> This podcast focuses on how investment fiduciary risk differs from investment risk and presents steps that resolve the differences.

The post De-Risking the Investment Fiduciary Role first appeared on Roland Criss.

]]> https://rolandcriss.com/wp-content/uploads/2021/02/Excellent-Fiduciary-Icon.jpg De-Risking the Investment Fiduciary Role false no 00:17:19 No no Top Nine Critical 401(k) Plan Errors https://rolandcriss.com/podcast/top-9-401k-errors/?utm_source=rss&utm_medium=rss&utm_campaign=top-9-401k-errors Fri, 12 Aug 2022 16:26:31 +0000 https://rolandcriss.com/?post_type=podcast&p=35113 In this podcast, you'll learn how to avoid the nine most common operational deficiencies in employee benefit plan management that get employers in serious trouble with the U.S. Department of Labor and the IRS.

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]]> In this podcast, you'll learn how to avoid the nine most common operational deficiencies in employee benefit plan management that get employers in serious trouble with the U.S. Department of Labor and the IRS.

The post Top Nine Critical 401(k) Plan Errors first appeared on Roland Criss.

]]> https://rolandcriss.com/wp-content/uploads/2021/02/Excellent-Fiduciary-Icon.jpg Top Nine Critical 401(k) Plan Errors false no 00:33:35 No no Fiduciary Essentials for Target Date Funds https://rolandcriss.com/podcast/fiduciary-essentials-tdf/?utm_source=rss&utm_medium=rss&utm_campaign=fiduciary-essentials-tdf Fri, 05 Aug 2022 18:52:02 +0000 https://rolandcriss.com/?post_type=podcast&p=35096 Severe consequences lurk for fiduciaries that add TDFs to their retirement plans' investment options but fail to ensure their choices perform appropriately over time. Eight activities comprise a best practices outline relevant for all defined contribution plans. Listen and learn.

The post Fiduciary Essentials for Target Date Funds first appeared on Roland Criss.

]]> Severe consequences lurk for fiduciaries that add TDFs to their retirement plans' investment options but fail to ensure their choices perform appropriately over time. Eight activities comprise a best practices outline relevant for all defined contribution plans. Listen and learn.

The post Fiduciary Essentials for Target Date Funds first appeared on Roland Criss.

]]> https://rolandcriss.com/wp-content/uploads/2021/02/Excellent-Fiduciary-Icon.jpg Fiduciary Essentials for Target Date Funds false no 00:13:24 No no Tips for Investment Fiduciaries When the Market Tumbles https://rolandcriss.com/podcast/when-market-timbles/?utm_source=rss&utm_medium=rss&utm_campaign=when-market-timbles Fri, 22 Jul 2022 20:23:46 +0000 https://rolandcriss.com/?post_type=podcast&p=35018 Market turmoil can put even the most confident retirement plan manager on edge. These are the moments when fiduciaries get truly tested. Four steps can help ensure your peace of mind.

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]]> Market turmoil can put even the most confident retirement plan manager on edge. These are the moments when fiduciaries get truly tested. Four steps can help ensure your peace of mind.

The post Tips for Investment Fiduciaries When the Market Tumbles first appeared on Roland Criss.

]]> https://rolandcriss.com/wp-content/uploads/2021/02/Excellent-Fiduciary-Icon.jpg Tips for Investment Fiduciaries When the Market Tumbles false no 00:14:24 No no