Independent Broker Dealer Consortium

Assessing and Mitigating your financial risks

IBDC-RIAC in coordination with 401k Safe, is pleased to announce a presentation curated specifically for 401k Safe's plan sponsor members

Date: June 22, 2021
Time: 4:00 pm
Where: Zoom Screen From the Comfort and Safety of your home
Reserve Seat Now
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The Presentation will include the following points:
Identifying your cybersecurity risks and how to choose the best cybersecurity insurance to protect your business
Transference of risk by purchasing the right insurance policy/bond:
  • ERISA Bond
  • Fiduciary Liability Insurance
  • Directors and Officers Insurance
  • Crime Insurance
Litigation trends in the 401K retirement space:
  • Allegations made against plan sponsors
  • Overview of fines and awards assessed against plan sponsors
  • Coordination of risk mitigation with your 3(21) and 3(38) advisors

SPEAKERS FOR THIS PRESENTATION ARE IBDC-RIAC ALLIANCE MEMBERS:

Sheri Pontolillo

President of Interweb Insurance
Paul Horn

Paul Horn

Founder and CEO
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