Tag: Fiduciary Insurance

IMHO: Liability Driven?

Having recently had a couple of new members join our 401(k) investment committee, I asked our investment adviser to conduct a briefing.

PANC 2010: Hidden Traps of ERISA

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.

CPI Unveils Investment Fiduciary Product

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). 

IRS Audit Project Finds Low Bonding Coverage Problem

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.