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Product Overview

Products > Professional Liability > Fiduciary Liability

Fiduciary Liablity

Product Description

Companies and individuals managing pension, savings, profit-sharing, employee benefit, and health/welfare plans may be liable to the participants and beneficiaries for any breach of their fiduciary duties.  Fiduciary liability provides coverage for the assets of the plans offered by the insured, assets of the named insured and the personal assets of fiduciaries of the insured’s firms.

We have carriers that can write this coverage monoline or in conjunction with the D&O and EPL.  Confusion often arises between the need for fiduciary liability and employee benefits liability.

Coverages may include:

  • Fiduciary -- covers claims alleging breach of duties as specified by ERISA (e.g., failure to invest plan assets prudently).
  • Employee benefits -- covers claims involving administrative errors pertaining to pension and benefits plans (e.g., failing to name an intended beneficiary on a life insurance policy).

Classes include:

  • Library
  • Advertising company
  • Manufacturer

Contact Us

   By Phone

  • The Staff Directory located to the right will provide a list of brokers who will be able to provide solutions to your product needs

   Submit Your Risk

  • If you already have a completed A&E application, please attach and email one of the brokers listed
  • Or call us for the appropriate application.   A broker will respond to your requestas soon as possible

   New to Arlington/ Roe?

  • See the Producers section at the top of the screen and refer to the Becoming a Producer option
Staff Directory

We welcome the opportunity to write your professional liability risks.

John Immordino 2016

John Immordino  RPLU, CIC, CRM, CIPP/US, CPL
Vice President
1-800-878-9891 x8732

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