ERISA 3(16) Paper

3(16) Fiduciary Essentials

ERISA 3(16) Fiduciary: Errors & Omissions and Bonding Essentials

This paper provides an overview of Errors & Omissions insurance and Bonding essentials specific to ERISA 3(16) Independent Fiduciaries.

- Overview of ERISA 3(16) Fiduciary Exposure
- Errors & Omissions insurance - pitfalls relevant to 3(16) exposure
- Case Studies
- Overview of ERISA 412 Bonding

Download NAPLIA's White Paper on ERISA 3(16) Independent Fiduciary

NAPLIA - Liability Expert for CFDD

 

As the official Liability Expert for CFDD NAPLIA provides you:

- Unbias evaluation of your Errors & Omissions insurance and bonding relevant to your specific exposure
- Extensive risk management resources on the ever-changing financial services industry
- Direct relationships with the insurance carriers that serve the industry

For more information contact:  Paul Smith, AIF    Pauls@naplia.com    1-508-656-1315

The Center for Due Diligence 2014 Conference

Enhancing Margins, Enterprise Value & Motivating Sponsors To Implement Your Recommendations

October 15-17, 2014
Grand Hyatt River Wallk
San Antonio, TX

Click here for more details

NAPLIA Resources

NAPLIA Resources for Investment Professionals

White Papers