Does this policy satisfy the ERISA Bond requirements for my in-house pension and profit sharing plans?
Our Fidelity Bond allows you to add these plans at no additional cost, subject to the limit of your firm’s Fidelity Bond. If your firm’s limit falls short in satisfying your ERISA requirements, you will need to carry a separate ERISA Bond for those plans unless you choose to increase your firm’s Fidelity Bond to the limit of your ERISA requirement. If you require a separate ERISA Bond, Seabury & Smith also offers this product.
Related Questions
- Is an Asset Allocation Program appropriate for retirement, pension, profit sharing or other tax exempt plans?
- Can the plans section 412 fidelity bond be used to satisfy the bonding requirements for an audit waiver?
- Does this policy satisfy the ERISA Bond requirements for my in-house pension and profit sharing plans?
