Fidelity Bond Requirements for a Retirement Plan

[Guest Enda80]

Current Fidelity Bonding Requirements for retirement plans: What amount must one have for the bond?

Fidelity Bonding Requirements for retirement plans; what happens if you have two distinct plans? Say a money purchase plan and a profit-sharing plan.

[K2retire]

In most cases the requirement is that the bond be equal to at least 10% of the plan's assets. I've heard of a few insurers who are writing these policies to read 10% of the assets rather than a specific dollar amount. Holding certain non publicly traded assets or employer securities can increase that requirement.

[WDIK]

http://www.dol.gov/ebsa/regs/fab2008-4.html

I would refer you to questions 23, 24 and 35 for starters. You probably also need to know about non-qualifying assets.