White Papers - North American Professional Liability Insurance Agency, LLC
NAPLIA is changing the way professionals buy insurance!
NAPLIA provides each of our clients with more than a policy. Our agency philosophy is based on providing our clients with quality and up to date information that assist you with:
- Understanding your potential exposures and the insurance products available to your firm.
- Risk Management and the development of your practice.
We understand that education is your best defense against potential malpractice claims.
Download NAPLIA's Most Recent Paper:
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The Rising Need for ERISA Fiduciary Liability Protection for
TPAs and Administrative Service Providers to Retirement Plans
TPAs are facing increasing fiduciary liability exposure. Recent court decisions have held TPAs responsible for serving in fiduciary roles, resulting in large penalties for exposures they and their insurance carriers failed to see coming. This White Paper, produced in partnership with Marcia Wagner of The Wagner Law Group, provides a better understanding of the laws and how to protect firms from unintended ERISA liability.
The following White Papers are also available exclusively from NAPLIA:
Accountants
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Responding to Subpoenas and Summonses: An Accountants
Guide for Understanding & Response
This White Paper provides a framework in understanding and responding to subpoenas and summonses. -
Information Security & Cyber Liability: Essential Steps to
Protecting your Practice
The intent of this paper is to assist you with identifying the potential data security exposures faced by your firm, development of an Information Security policy, and understand the insurance options relevant to this exposure. -
Trustee Liability & Exposure
Understand the exposure faced as a Trustee relevant to your Professional Liability insurance coverage.
Investment Advisors
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The Rising Need for ERISA Fiduciary Liability Protection for
TPAs and Administrative Service Providers to Retirement
Plans
This White Paper, produced in partnership with Marcia Wagner of The Wagner Law Group, provides a better understanding of the laws and how to protect firms from unintended ERISA liability. -
Responding to Subpoenas and Summonses: An Accountants
Guide for Understanding & Response
This White Paper provides a framework in understanding and responding to subpoenas and summonses. -
Using your Insurance as a Marketing Tool: An Investment
Advisors Guide
Understand the insurance products available to you as an Investment Advisor, and how to proactively utilize your insurance as a marketing tool. -
ERISA 3(38) Fiduciary Status: Managing your
Liability
Accepting 3(38) Fiduciary status creates specific issues relevant to your Errors & Omissions insurance. Understand what these issues are and how to address them. -
Legal Opinion: Bonding Requirements under
ERISA Section 412
ERISA Section 412 requires that Advisors who "handle" client funds be bonded. What does this really mean and are you required to have a bond? -
Legal Opinion: Advisors Ability to Purchase
First Party Fiduciary Insurance on Client Behalf
First Party Fiduciary Liability insurance is an effective risk management tool for advisors, as well as, an important product for their clients. Can you purchase this coverage for them on their behalf?
Home Inspectors
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Understanding your Home Inspectors Errors & Omissions Insurance
Understand your Errors & Omissions Insurance to ensure that you have the appropriate coverage for your company, your employees and contractors, and for the services you provide.
