Insurance Discounts

Many insurance carriers are providing discounts for fiduciary liability insurance to CEFEX-certified investment stewards. For example, a CEFEX-certified retirement plan represents a lower risk of a fiduciary breach, and so insurance companies can reduce their premiums substantially. Please contact us for more information.

View the announcement about Euclid Speciality Managers, LLC offering discounts on fiduciary liability insurance to CEFEX-certified stewards.