Fiduciary Liability Insurance: Assessing Current Coverage and Future Needs

November 18, 2015 10:20am

What is it about?

  • Strategic Considerations When Fiduciary Insurance Is Involved
  • Assessing your needs and ensuring proper coverage: Key terms and conditions and common coverage disputes; Key exclusions; Insurance issues that arise when service providers (TPAs, record keepers, etc.) are involved
  • Typical policy provisions and the issues they raise, and strategic considerations that arise as a result
  • Coverage issues under ERISA fiduciary liability insurance
  • What’s currently being covered and not covered in fiduciary liability policies? Coverage extensions?
  • Indemnification and liability insurance coverage options for ERISA fiduciaries
  • ERISA fiduciary liability insurance negotiation, placement and underwriting issues

Session Materials