Leadership Development
The My Fiduciary’s Forum is a cross-industry collaborative network of executives and managers who have primary responsibility for their enterprise’s employee benefit plans (“EBP”).
Mission
The mission of the Forum is to help business leaders develop an awareness of the skills needed to continually improve their performance in the role of a steward of other peoples’ assets held in retirement, pension, and health and welfare plans. To acquire and prudently manage efficient, effective, and cost-appropriate programs operated by vendors who demonstrate a sustained “client first” track record, and to collaborate with peers in a way that social media services like LinkedIn don’t accomplish.
Our Vision
Our goal is to create a new collaboration, cooperation, and sustainability era. For positive and sustainable change to EBPs on its own, we achieve this by showing what is possible, opening sources and sharing the blueprints, and making modular or total duplication simple and accessible.
Leaders from different industries and types of benefit plans can prepare for exponentially disruptive change using the Forum’s exclusive platform.
For the Best Interest of Others
The Highest Good of All is the central tenet of the Forum community. In our opinion, the managers of EBPs who decide to govern based on what’s best for their constituents are the best skilled and noble practitioners. Because we believe that even a very tiny percentage of EBP industry professionals deciding to cooperate for the Highest Good of All has the power to impact America’s workers positively, we approach everything we do and are trying to develop from that perspective.
What you will gain from the Forum
There’s no need to wait for your next committee meeting to learn about key events in the fiduciary arena. Our curated Daily Digest will keep you on top of best practices and critical news.
Benefits from participation in the Forum trickle down to increase your assurance, ideas for upgrading EBP committee oversight, and improving plan participant outcomes:
- Satisfy the requirement for continuous fiduciary training;
- Create connections with like-minded stewards;
- Find out what’s trending among other fiduciary organizations;
- Stand out from other employers with a better employee experience;
- In real-time learn about key events that challenge leaders;
>Cybersecurity;
>Artificial Intelligence;
>RFP guidelines;
>Payroll reconciliation;
- Gain insights into regulatory activity from experts in the community;
- Enhance your plan committee’s investment decision-making process;
- Improve your plan’s design features by gathering and addressing feedback;
- Decrease support costs;
- Grow your professional skills;
- Live events; and
- Much more…
My Fiduciary’s Forum™ is a trademark of Roland|Criss Fiduciary Services
