Pension Consultants

PROFESSIONAL LIABILITY (E&O) INSURANCE SOLUTIONS

Pension Consultants navigate in an ever-changing landscape that includes investment committee education and guidance and whose activities are closely regulated by multiple governmental bodies. A variety of liability exposures exist including ERISA compliance, best of class fund selection and recommendation, investment due diligence, conflicts of interest, and asset allocation. Golsan Scruggs understands your pension consultant industry and has a wide range of insurance products designed to protect your firm.

HOW TO APPLY FOR PENSION CONSULTANTS PROFESSIONAL LIABILITY (E&O) INSURANCE

Golsan Scruggs has developed a risk assessment called RIASURE. This process helps us understand your pension consultant practice and analyze coverage issues so that a proper solution is structured to mitigate the exposures of your consulting operation.

To obtain your complimentary RIASURE Review, please provide the following information or contact us at (800)273-5883.

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Schwab OpenView MarketSquareâ„¢ is a service of Schwab Intelligent Technologiesâ„¢ and provides consolidated ratings and reviews of technology solutions made by independent investment advisors. Unless otherwise noted, reviewed technology vendors are not affiliated with Schwab. Ratings and reviews do not express or imply any opinion or endorsement by Schwab of any participating vendor or product.

Three key points to E&O insurance.
Streamlined application process.