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....How can fiduciaries serve safely in their highly regulated role?
Article Knowledge is Vital The U.S. Department of Labor (“DOL”) has called for increased training for people who occupy the primary position of trust for employer-sponsored retirement plans. While a good heart is a desirable trait in fiduciaries,...Contact us…
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