Fiduciary Liability

According to ERISA, a fiduciary is anyone who:

Exercises any discretionary authority or discretionary control in managing the pension or benefit plan or exercises any authority or control in managing or disposing of the assets.

Are you the owner or officer of a company who makes decisions about the 401(k) plan for the company? Your personal assets could be at risk. You could be held personally liable for losses to a benefit plan incurred as a result of your alleged error, omission or breach of fiduciary duty.

A fiduciary liability policy can address these areas of concern.

Over the 10 years I've worked with Greg...we have found him to be in touch with the changing marketplace not only from a premium standpoint but product as well. I have referred friendly competitors to him and I know he has served them well also.”

Dave Ademino | Wisconsin