Executive Risk Protection

Fiduciary Liability Insurance

RLI’s fiduciary liability policy stands between your clients and their exposure to Employee Retirement Income Security Act (ERISA) liability.

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Insurance Type
Admitted & Non-admitted
Distribution
Retail & Wholesale
Availability
Available in 50 U.S. states.
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Not an agent or broker? 

If you're a fiduciary interested in liability insurance, ask your insurance agent or broker for a quote from RLI.

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Specialty Insurance
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Executive Risk Protection
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Fiduciary
coverage

The value of RLI Fiduciary coverage

  • Insured Person explicitly includes estate, heir, legal representative or assign as well as a trust which holds assets contributed — in the event of death, incapacity or bankruptcy
  • Loss explicitly includes coverage for HIPAA penalties with no retention applicable
  • ERISA definition explicitly includes HIPAA
  • Insured Plan explicitly includes cafeteria plan, dependent care assistance program, and fringe benefit and voluntary employees’ beneficiary association as defined in sections 125, 129, 132 and 501(c)(9) of the U.S. Internal Revenue code
  • Claim explicitly includes a written request to toll or waive a statute of limitations relating to a potential claim
  • Claim explicitly includes demand for arbitration
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Fiduciary appetite

Includes but not limited to:

  • Public: Any publicly traded company with details of how much employer stock in the plans
  • Private: Any private company that does not have a leveraged ESOP
  • Not for Profit: Any not-for-profit organization
  • Labor Management Trust (LMT): Only local labor unions, no national labor unions
  • Governmental entities
  • Religious affiliations
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Our value, your benefit

  • Available in excess coverage (pure follow-form coverage sits over all coverages)
  • Automatic merger and acquisition and automatic run-off coverages
  • Broad punitive damage and spousal liability coverages
  • Zero retention for investigative costs coverage for favorably resolved claims
  • A three-year discovery quote guaranteed
  • Investigations are included in the definition of claim
  • “Pay on behalf of” language
  • Claim notice “as soon as practicable”
  • Non-cancellability (except for non-payment of premium)
  • Worldwide coverage
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RESOURCES

Policy forms look up & loss runs

Our online system provides Executive Liability policy forms and applications.

Request loss runs.

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Contact an underwriter

Find your underwriter

Our nationwide team of underwriters utilize their expertise and innovative approached to underwrite risks specific to their regions and market segments.

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Executive Risk region map for contacts
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General Liability

Alvin Kim
Alvin Kim
Director, Underwriting
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213-787-2036
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Stefanie Winker
Stefanie Winker
Director, Underwriting
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213-787-2024
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Ed Pinto
Ed Pinto
Director, Underwriting
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212-231-1496
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Justin Evans
Justin Evans
Director, Wholesale Underwriting
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770-754-0100
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Daniel Liedke
Daniel Liedke
Manager, Underwriting
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972-677-2132
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Gregory Boornazian
Gregory Boornazian
Manager, Underwriting
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860-266-1640
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Kerrick Porter
Kerrick Porter
President, RLI Executive Products Groups
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972-677-2139
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Jennifer Zeszutko
Jennifer Zeszutko
Senior Underwriter
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312-360-1566 ext. 1217
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Jesse Singh
Jesse Singh
Senior Underwriter
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213-787-2042
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Ty Bruce
Ty Bruce
Senior Underwriter
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713-961-4644
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Bobby Sacchi
Bobby Sacchi
Sr. Underwriter
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212-626-7300 ext. 1718
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Christine Allen
Christine Allen
Technical Underwriting Manager
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212-812-9715
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James Huber
James Huber
Underwriter I
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212-461-4066
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Kevin Kelly
Kevin Kelly
Underwriter II
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321-361-5039
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Gina Letizia
Gina Letizia
Vice President, Underwriting
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312-360-1566 ext. 1233
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Shannon Reeves
Shannon Reeves
Vice President, Western Zone
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213-787-2038
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Christine Callas
Christine Callas
Vice President, Wholesale Division Product Leader
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213-787-2018
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Choose a region to see contacts for this product

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Wholesale

Frequently asked questions about fiduciary liability insurance

What is fiduciary liability insurance?
What does RLI fiduciary liability insurance cover?
Who needs fiduciary liability insurance?
What types of organizations are eligible for RLI fiduciary liability insurance?
Does RLI offer fiduciary liability insurance for private companies?
Does RLI provide fiduciary liability insurance for nonprofit organizations?
What types of employee benefit plans can RLI fiduciary liability insurance cover?
Does RLI fiduciary liability insurance cover HIPAA penalties?
Who is considered an insured person under RLI's fiduciary liability policy?
How can insurance agents and brokers submit fiduciary liability business to RLI?
Why consider RLI for fiduciary liability insurance?
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Ready to partner with RLI?

If you're an agent or broker with a qualified book of business or a customer with a specialized insurance need, we'd love to partner with you.

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