What fiduciary liability insurance covers
Article An essential part of a risk management strategy One of the least-known insurance products on the market is the fiduciary liability insurance policy. However, it might be the only insurance that sufficiently shields individuals from liability for...For better or for worse
Article Preparing for a New Retirement Plan Audit Experience The Employee Retirement Income Security Act of 1974 (“ERISA”) requires annual audits of plan financial statements by an independent qualified public accountant for plans with more than 120...Beware of the name game
Article Select and Supervise Your Plan’s Vendors Carefully! A sizable fine from the U.S. Securities and Exchange Commission (“SEC”) is a sharp reminder of the danger of selecting retirement plan service providers based on their name...What will become of pending retirement plan legislation?
Article Key Changes are Waiting in the Wings The midterm elections are approaching, and the final weeks of the U.S. Congress will be a “lame-duck” session, and legislation impacting retirement plans is still waiting on Capitol Hill....Stewardship Maturity in Human Resources
Article Fiduciary Duty is a Multi-Cultural Concept “Stewardship” is originally a Phoenician term and the root word for “trust.” Stewards oversee, properly manage, and protect other peoples’ assets. “Trust” became the root word for “fiduciary,” used today to...Contact us…
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