skip to main content

Fiduciary Liability Forms

Fiduciary liability insurance protects benefit plans, the sponsor organization and individuals acting as fiduciaries or administrators of the plans. The policy covers liabilities arising out of violations of any of the responsibilities, obligations, or duties imposed upon fiduciaries by ERISA.

Designated Benefit Plan Fiduciary Liability coverage is specifically designed to protect a multi-employer’s or government’s designated benefits plans, and those plans’ trustees, committee members, officers and employees acting as fiduciaries or administrators of the plans.

Applications

Small Business Applications: These applications accepted for non-profit organizations with 30 or fewer employees and $5 million or less in assets and $5 million or less in revenues or privately held companies with 250 or fewer employees and $100 million or less in assets and $100 million or less in revenues

State Application Notices/Addendums

Sample Policy Forms

Share this page