Ensuring that all clients are profitable.
Insurers scrutinize potential customers more carefully
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.
How to help educate plan committee members
Insurance answers “What if …?” for a business
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.
Data & Research
Advisers can benefit from working with lawyers in the field
These sponsors tend to be less involved with their retirement plans.
Determining the right fiduciary service for your clients
Questions advisers are asking
When you embark on your year-end meetings with your retirement plan clients, how do you help them measure their plans’ success?
Deals & People
Supreme Court to review ERISA’s six-year limitations period
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.
Articles that appeared in the Trendspotting section of the magazine.
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.
Why every adviser needs insurance for fiduciary breaches
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.