C32817NY EP Portfolio (Fiduciary Liability) - NY application: Fill out & sign online

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What does fiduciary cover?

Fiduciary liability insurance is designed to protect the business from claims of mismanagement and the legal liability arising out of their role as fiduciaries. A fiduciary liability policy covers associated legal costs to defend against claims of errors and a bdocHub of fiduciary duty.

Who is considered a fiduciary?

A fiduciary is someone who manages money or property for someone else.

What does it mean to be the claims fiduciary?

Claims Fiduciary means the person or entity that serves as the named claims fiduciary with respect to reviewing and making final decisions regarding claims under a Welfare Program. The Plan Administrator will be the Claims Fiduciary except as otherwise designated in Appendix C.

What is a fiduciary claim?

Fiduciary liability coverage helps protect companies from claims of mismanagement and the legal liability related to serving as a fiduciary. If your company sponsors a retirement or health plan for employees, and if you are involved in any way with the management of that plan, you are likely considered a fiduciary.

What is an example of a fiduciary liability claim?

The fiduciaries of a 401(k) plan, seeking to shield themselves from liability for investment decisions, retained the services of a third-party investment manager. The investment manager invested the plan assets with funds that ultimately turned out to be part of a Ponzi scheme, and all of the plan assets were lost.

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