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Posted

Does a plan sponsor need to carry an ERISA Fidelity Bond when they have more than 1 plan (401k and a DB plan)?

Could the bond have both plans names and all parties involved?

Posted

We do. Ours is with Chubb and lists all plans in the US that require a bond.

JanetM CPA, MBA

Posted
Ours is with Chubb and lists all plans in the US that require a bond.

That's quite a long list.

...but then again, What Do I Know?

Posted

LOL it is. We sponsor 6 DC and 14 DB. Significantly lower count since we spent years merging plans.

JanetM CPA, MBA

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