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 flyer from Colonial Surety Company offering discounts on E&O and fiduciary liability insurance to CEFEX certified stewards.

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