Fiduciary Liability Specialists

Individuals who oversee a company’s pension, savings, profit-sharing, employee benefit, or health/welfare plans are liable to the beneficiaries of these plans for any breach of their fiduciary duties. A fiduciary can be a director, officer, employee or other retained person(s). Recent changes with the new fiduciary rule have create increased liability for companies and individuals at all levels. This information sheet will cover the following:

  • Why you need this coverage
  • What this policy covers
  • Who needs this insurance
  • Claim scenarios