insurance

Plan Protection: Fidelity Bond vs. Fiduciary Insurance
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
Plan sponsors often ask, “Is an ERISA fidelity bond the same thing as fiduciary liability insurance?” The answer is no, they are not the same. The two insure different people and have different requirements under the terms of ERISA. Purchasing a Fidelity Bond Generally, every fiduciary and anyone who handles funds or other property of  Read More →
The Basics of Long-Term Care
Team SummitEmployee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
Long-term care (LTC) is the term used to describe a variety of services in the area of health, personal care, and social needs of persons who are chronically disabled, ill or infirm. Depending on the needs of the individual, long-term care may include services such as nursing home case, assisted living, home health care, or  Read More →
Insurance for Married Couples
Team SummitEmployee Financial Resource Center, Financial PlanningComments are off for this post
Newly married couples have a lot of financial changes to consider, including what to do about insurance. Getting married means combining your belongings and financial responsibilities, so naturally, the way you protect them from risk must change as well. You likely already had various types of insurance prior to getting married, depending on if you  Read More →

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