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Protecting the assets of Plan Fiduciaries

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Complete our short online-form to receive an indication for Fiduciary Insurance:

 

Company Information:

Contact person:
Company:
Address:
City: State:   Zip:  
Phone:
Fax:
Email:
Date of Inc:
Nature of Business:
Total Revenue current fiscal year:
Total Employees current fiscal year:

 

Plan Information:

Plan Name Plan Type # of Participant Plan Assets Plan Status**

 

1. Does the plan conform to ERISA Yes  No
2. Has the company, any plan, or plan fiduciary been accused or found guilty of a breach of fiduciary duty or violation of ERISA? Yes  No
3. Does any plan hold or provide the option to invest in the securities of the company or any subsidiary?  Yes  No
3a. If yes, please list the percentage that the securities compromise that plan's total assets.
4. During the past 2 years have there been, or during the next year do you anticipate any reduction in benefits? Yes  No
5. Has any plan been investigated by the DOL, IRS or any other regulatory agency in the past 2 years? Yes  No
6. Has the IRS threatened to withdraw the tax-exempt status of a plan? Yes  No

 

 

 
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