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Fiduciary Liability Insurance – Why You and Your Clients Want to Know About It

  • Wednesday, March 30, 2022
  • 4:30 PM - 6:00 PM
  • Onli


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Please join us for our next Chapter Meeting on MARCH 30TH:

Fiduciary Liability Insurance
Why You and Your Clients Want to Know About It

John Wood

Mark your calendars -
Wednesday, March 30th  |  4:30 pm - 6:00 pm  ONLINE


Business owners recognize the benefits of sponsoring a retirement plan for their employees, but many are unpleasantly surprised to learn that their personal assets and incomes are at risk to ERISA litigation when assuming the role of Trustees of their company's plan.

Join us on March 30th at 4:30 to explore the current litigation trends that are facing plan Trustees and managers, and how Fiduciary Liability insurance can provide a financial shield against these risks.  You'll also learn about the coverages provided by a Fiduciary Liability policy, the current pricing trends in this insurance market, and the non-insurance ways that plan Trustees can protect themselves against the risks of ERISA-related litigation.

The topics we will discuss include:  
  • Fiduciary Liability insurance – what is it, and why do your clients need it?
  • Current claim and pricing trends in Fiduciary Liability insurance.
  • What is covered in a Fiduciary Liability policy?
  • Q&A Session


    John Wood
    McGee & Thielen Insurance Brokers, Inc.

    John Wood is a Principal of McGee & Thielen Insurance Brokers, Inc., and specializes in Professional and Management Liability insurance (which includes Fiduciary, Professional Errors & Omissions [E&O], Directors & Officers [D&O], Employment Practices [EPL], and Cyber Liability coverages).

    Established in 1920, McGee & Thielen is one of the oldest Property & Casualty insurance brokerages in Sacramento, offering its services to small and mid-size businesses, non-profit organizations, and families and individuals, with a focus on the Northern California marketplace.

    1 CE or 1 Hour each for:

    • California CPAs
    • ASPPA certifications
    • NIPA certifications
    • Certified Financial Planners, CFP
    • JBEA
    • MCLE for California attorneys
    • Enrolled Retirement Plan Agents and Enrolled Agents, ERPA

    Sacramento Chapter Members:  Free
    Non-Member:  $40

    NOT A MEMBER YET?  Find out how to join!

    Special thanks to our generous Chapter Sponsors!


    Please feel free to reach out to WP&BC with any questions.

    Membership Questions To:
    Brian Abad
    Chapter President
    (916) 924-7527

    Website Support:
    Karin LeCocq
    Website Administrator

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