MANAGING FIDUCIARY RISK.

Protect your blind spot.

Keeping your business and personal assets safe

Fiduciary risk usually emanates from the sponsorship of a corporate 401(k)-style retirement plan. However, fiduciary risk may reside in many facets of your day-to-day business operations.

Despite presenting one of the largest financial and legal risks to an organization, fiduciary risk management is often overlooked by business owners and executives.

As experienced and certified professional fiduciaries, our team can help you develop and document the systems and protocols necessary to mitigate fiduciary risk.

And, through our vetted referral network, we can also assist you in reviewing your business liability policies to assure that you are properly insured against fiduciary liability at both a corporate and personal level.

Click to download a copy of Brian Lakkides’ paper on this topic that was published in the Journal of Pension Benefits.