An Overlooked Risk: Understanding Your Role as a Fiduciary

This often overlooked risk is costing companies millions—with no signs of slowing. 


At MMA, we believe in managing risk holistically by looking at the bigger picture, while still drilling down into the specifics in terms of what works for each individual client. One area of rapidly increasing risk is that of fiduciary liability and retirement plans, and addressing this risk could save countless organizations from rough seas ahead they may not even see coming.


As fiduciary-related lawsuits, litigation payouts, and insurance rates increase, it is time to start paying close attention to this often overlooked risk.


In this document our goal is to help you understanding the risks you may be exposed to and knowing how to properly address them is critical for the success of any business or organization.

-Gain an understanding of who a fiduciary is
-Learn where your exposures most likely are 
-How you can best protect yourself with proper insurance coverage 
-Best practices for implementing proper coverage
-Address common questions and confusions relating to retirement plans and fiduciary liability


*This document is not intended to provide tax or legal advice.