Phone: (972) 235-3030
Toll-Free: (866) 900-RISK
- assist self employed persons or small businesses with retirement plan options such as Individual 401(k)s, Simple IRAs, SEP-IRAs, micro 401(k)s or Cash Balance retirement plans
- assist current small business insureds that may have 401(k) plans but are dissatisfied with service levels, investment education programs, service fees, plan designs or product or do not have well documented fiduciary guidance and support for plans sponsors and trustees
- assist current small business insureds that are interested in starting 401(k) plans for their employees in the design of plans to include proper service levels, investment education programs, investment product options and well documented fiduciary guidance and support for plan sponsors and trustees
- assist current small business insureds with the bond requirements associated with ERISA – bond in the amount equal to no less than 10% of the amount of plan funds handled, subject to a $500,000 maximum bond amount
- assist current small business insureds with Employee Benefit Liability – insure claims arising out of errors or omissions in the administration of a benefit plan
- assist current small business insureds with Fiduciary Liability Insurance – protect fiduciaries and plan sponsors, i.e. trustees, officers or employees, of a pension and benefit plan covered by ERISA from claims alleging they breached their fiduciary obligations to the plan