ERISA Fidelity Bond & Fiduciary Coverage Information

Written By Sueño and Co.

This resource explains the purpose and requirements of the ERISA Fidelity Bond, which is a type of insurance that protects retirement plans from losses due to fraud or dishonesty by individuals who handle plan assets. It outlines who must be covered, how much coverage is required, and how to obtain a bond. Understanding this requirement is essential for plan sponsors to stay compliant with ERISA regulations and help safeguard plan assets. The handout provides a simple overview to ensure sponsors know what steps to take.

 
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Sueño and Co.

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https://suenoandco.com/
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