A review of fiduciary governance and the liability insurance policy can help 403(b) plan sponsors steer clear of the litigation whirlwind hampering the industry today.
Tag: Fiduciary Insurance
ERISApedia.com’s The Fiduciary responsibility eSource now includes a discussion or privacy and security issues.
Advisers and sponsors have three investment support providers to choose from.
These sponsors tend to be less involved with their retirement plans.
Lockton Affinity announced it has selected Beazley Syndicates at Lloyd’s of London as the professional underwriting carrier for its national registered investment adviser (RIA) liability program.
It’s a core mission for financial advisers: work tirelessly to reduce their plan sponsors’ fiduciary liability. But what about their own liability?
Segal expanded and renamed its fiduciary liability insurance practice.
Securian Retirement has teamed with 401(k) Advisors to offer a 3(38) investment management fiduciary service.
Having recently had a couple of new members join our 401(k) investment committee, I asked our investment adviser to conduct a briefing.
Ascensus is offering fiduciary liability insurance through its sister company, Crump Property and Casualty Insurance Services (Crump P&C).
Ascensus has partnered with Mesirow Financial’s Investment Strategies Group to deliver investment fiduciary protection to plan sponsors.
The first step retirement plan advisers should take to avoid lawsuits is to educate plan sponsors on their role as a fiduciary and their need for insurance, according to Attila Toth, Principal, Portfolio Evaluations.
Pension professionals looking to obtain fiduciary liability insurance or E&O coverage have a new source.
CPI Qualified Plan Consultants, Inc., a third-party recordkeeping and administration company headquartered in Great Bend, Kansas, has released its Investment Fiduciary Protection Program (IFPP).
Chartis has launched Fiduciary Liability Insurance Edge to address the fiduciary liability exposures facing companies, plans, executives, and employees.
When the Internal Revenue Service (IRS) put about 50 Form 5500 filings to the test recently, the plans filing the annual reports flunked on one major issue—buying enough fiduciary bond coverage for their fiduciaries and administrators.
Colonial Surety, an insurance provider specializing in performance bonds, has redesigned its main corporate Web site, the company said.