The Excellent Fiduciary Podcast
Prepare for a Fiduciary Committee Sea Change
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Whether it’s called an employee benefit plan committee, investment committee, retirement plan committee, or some variant of those names, the governing body for programs organized under the Employee Retirement Income Security Act is a fiduciary committee. During the past five years, our nation’s retirement plan sector has undergone a tremendous increase in size and complexity, causing a sea change in governance. We’ll discuss the causes and implications of this sea change and present four success factors that fiduciary committees can apply to improve their performance.

The traits of an excellent fiduciary develop from two categories of skills or disciplines, and we’ll refer to them as process management skills and technical skills.


Hear where to start upgrading your committee’s process management approach and which technical skills are vital to achieving principled performance.

About our host





Ronald E. Hagan is chairman of Roland|Criss’ Risk Standards Committee.  Ron has over 25 years of experience helping clients examine and improve their risk management practices for employee benefit plans qualified under the Employee Retirement Income Security Act of 1974.  He is the engaging host of Roland|Criss’ weekly podcast and quarterly webinar series.
 

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