Current Trends

Fiduciary Liability Insurance Trends for 2025 (Pro)

This brief course reveals what truly drives fiduciary liability insurance costs based on AON's 2025 survey of top carriers. Students will learn which governance practices most significantly impact premiums, from fee benchmarking and documentation to company stock oversight and professional investment support. Discover practical strategies that both reduce insurance costs and strengthen fiduciary protection.
Level

Beginner

Format

Video

Duration

~8 minutes

Certificate of Completion

Yes

Quiz

3 questions

Course Lessons

Meet the Course Creator

Josh Itzoe

Josh Itzoe is a prominent figure in the retirement plan advisory industry. As Founder and CEO of FiduciaryWorks, he focuses on developing insights, research, technology, and training to help retirement plan advisors and employers with fiduciary responsibility and workplace retirement matters. Before founding FiduciaryWorks, Itzoe was a Co-Founder and Partner at Greenspring Advisors, one of the country's well-known retirement plan advisory firms. He is also an author of two Amazon best-selling books: "The Fiduciary Formula: 6 Essential Elements to Create the Perfect Corporate Retirement Plan and "Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully." Additionally, he hosts the Fiduciary U™ Podcast and is a frequent speaker at industry events.