401(k) bond

ERISA Fidelity Bond Reminder for 2014.

Do you have the statutorily required ERISA fidelity bond in place?  The first of the year is a good moment to review your compliance checklist!  Federal ERISA section 412 and related regulations (29 C.F.R. § 2550.412-1 and 29 C.F.R. Part… Continue Reading →

What does an ERISA bond cover?

Since we write a looooooooooooot of of ERISA fidelity bonds, we get this particular question very frequently.  The best “legal” definition is contained within the U.S. Department of Labor’s circular FAB 2008-04.  An ERISA section 412 bond must protect the… Continue Reading →

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