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Archives for June 2016

Apply for an ERISA Fidelity Bond

An ERISA fidelity bond is a type of insurance that protects the plan against losses caused by acts of fraud or dishonesty. Every person who "handles funds or other property" of an employee benefit plan is required to be bonded unless covered under an exemption under ERISA. ERISA makes it an unlawful act for any person to "receive, handle, disburse, or otherwise exercise custody or control of plan funds or property" without being properly bonded. In a typical bond, the plan is the named insured and a surety company (insurer) is the party that provides the bond. The bonding requirements generally apply to most ERISA retirement plans. Generally, each person must be bonded in an amount ...

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2016 Plan limits

The Internal Revenue Service announced on October 21, 2015 the cost-of-living adjustments applicable to the dollar limitations for defined contribution and defined benefit plans for the tax year 2016. None of the limits have changed from 2015. (see .pdf) ...

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Apply for an ERISA Fidelity Bond

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