Tag

pensionplanner

H.R. 2988 and the ERISA Fidelity Bond: Why the Proposal Does Not Change ERISA Bond Requirements or Covered Exposures

ERISA Fidelity Bond Impact Analysis—H.R. 2988’s Fiduciary Reforms vs. ERISA Bond Compliance Under ERISA § 412 H.R. 2988, as reported in the House on December 30, 2025, is best analyzed as a fiduciary-governance proposal rather than an ERISA fidelity bond… Continue Reading →

March 17th Deadline: ERISA Compliance & Refunds for HCEs and Failed ADP/ACP Tests

For plan administrators and fiduciaries overseeing ERISA-covered retirement plans, compliance with the Employee Retirement Income Security Act (ERISA) is paramount. A critical deadline looms—March 17th—the final date to correct excess contributions for highly compensated employees (HCEs) and failed Actual Deferral… Continue Reading →

© 2026 Surety One, Inc.

Top ↑