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De-Risking the Investment Fiduciary Role
Investors face a variety of decision-making risks. For example, registered securities like stocks, mutual funds, exchange-traded funds, and bonds can lose some and even all their value. By the same token, insured investments, like certificates of deposit issued by financial institutions, may not earn enough interest over time to keep pace with cost of living increases. However, the risks that confront retirement plan fiduciaries transcend the risks associated with any specific investment option.
The degree to which ERISA plan fiduciaries are exposed to risk is far more dependent on the quality of their procedures for selecting and supervising prudent experts like recordkeepers and consultants than on how well investments perform. Today’s podcast focuses on how investment fiduciary risk differs from investment risk and presents steps that resolve the differences.
…the risks that confront retirement plan fiduciaries transcend the risks associated with any specific investment option.
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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By Roland|Criss
Investors face a variety of decision-making risks. For example, registered securities like stocks, mutual funds, exchange-traded funds, and bonds can lose some and even all their value. By the same token, insured investments, like certificates of deposit issued by financial institutions, may not earn enough interest over time to keep pace with cost of living increases. However, the risks that confront retirement plan fiduciaries transcend the risks associated with any specific investment option.
The degree to which ERISA plan fiduciaries are exposed to risk is far more dependent on the quality of their procedures for selecting and supervising prudent experts like recordkeepers and consultants than on how well investments perform. Today’s podcast focuses on how investment fiduciary risk differs from investment risk and presents steps that resolve the differences.
…the risks that confront retirement plan fiduciaries transcend the risks associated with any specific investment option.
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.