by Marketing | Apr 18, 2017 | News and Articles
The Department of Labor (DOL) fiduciary rule, delayed from the original April 10, 2017 deadline, expands the ERISA (Employee Retirement Income Security Act) definition of “investment advice fiduciary” so that every financial professional working with...
by Marketing | Apr 6, 2017 | News and Articles
I am a small business owner sponsoring a 401k retirement plan. Are my personal assets at risk? What kind of coverage can I get with Fiduciary Liability Insurance and how does it differ from the required ERISA Fidelity Bond? Fiduciary responsibilities are dictated by...
