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Compass
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Anchor 3(16) Fiduciary Solutions
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BPAS
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Retirement Plan Administration Consultant Blue Ridge Associates
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Retirement Plan Consultants
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Regional Vice President, Sales MAP Retirement USA LLC
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Combo Retirement Plan Administrator Strongpoint Partners
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Strongpoint Partners
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Mergers & Acquisition Specialist Compass
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ESOP Administration Consultant Blue Ridge Associates
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July Business Services
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BPAS
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Managing Director - Operations, Benefits Daybright Financial
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Will Your Fiduciary Insurance Cover You When You Need It?
Carol Buckmann via Pension360
Nov. 5, 2018
"[1] Get a qualified independent review.... [2] [T]he commitment may become worthless in the event of bankruptcy or other financial distress. [3] Understand the exclusions in your policy and find out whether endorsements are available to eliminate some of them. [4] Consider whether your policy limits should be increased.... [5] Understand and follow the notice requirements in your policies."
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