ERISABonds

ERISA fidelity bonds for all plan designs, . . . standard, ESOP, multi and multiple employer, labor unions and more! Powered by @SuretyOne #ERISABond

[ERISABonds @ERISABonds]

With few exceptions, an ERISA fidelity bond is required by Federal Code to protect pension and defined benefit plans. There are penalties for non-compliance. Don't go bare! #erisa #erisabond #erisabonds #fidelitybond #pensionplanner #401K #fiduciary #fiduciaryservices

[Plan Sponsor Council of America (PSCA) @PSCA401k]

Available exclusively to PSCA members, the report delivers timely perspective on the issues, trends and developments shaping retirement plan decision-making.

Put the latest insights to work for your plan.
🖱️https://t.co/ngpyZGr7DX

#PlanSponsors #401k #RetirementPlans

[American Retirement Association @usa_retirement]

The House has sent the Retire Through Ownership Act to the President, a bill that would allow #ESOP fiduciaries to rely on longstanding IRS valuation guidance when determining fair market value.

Learn more: https://t.co/Daaq0ylUyC
#FinancialPlanning

[ERISABonds @ERISABonds]

ERISA §412 requires a fidelity bond for every plan. It protects plan assets, not the fiduciary. Fiduciary liability insurance covers sponsor, trustees, and advisors personally. https://t.co/P2Sk1uBFig https://t.co/u77EaU5NKN #ERISA #FiduciaryLiability @NAPA401K @PSCA401k @ASPPA

[ERISABonds @ERISABonds]

Aramark v. Aetna En Banc: The ERISA Equitable Relief Question https://t.co/Dk6L1Li4sA #ERISA #ERISAbond #fiduciary #pensionplanner @NAPA401K @ASPPA @PSCA401k @BenefitsLink

[ERISABonds @ERISABonds]

Employees sue USI over voluntary benefit commissions. Which policy pays? Not the ERISA bond. Fiduciary liability insurance responds, but the disgorgement carve-out is where the money is. Full analysis on https://t.co/OW0d5gtlzl #ERISA @ASPPA @NAPA401K @PSCA401k @BenefitsLink

[ERISABonds @ERISABonds]

ERISA Section 412 requires every plan fiduciary handling funds to carry an ERISA fidelity bond: 10% of assets handled, $500,000 maximum. Instant-issue bonds, inflation guard, non-qualifying asset coverage and TPA programs at https://t.co/Fyt12zWfYW #ERISA #FidelityBond #401k

[ERISABonds @ERISABonds]

9th Circuit says ERISA doesn't preempt provider misrepresentation claims over verification calls. 6th says it does. A split with consequences for plan sponsors & fiduciary coverage https://t.co/IxnvCUUasd #ERISA #FiduciaryLiability @NAPA401K @usa_retirement @ASPPA @BenefitsLink

[ASPPA @ASPPA]

New research finds managed account users generally had higher contribution rates and were more likely to receive the full employer match.

See what the findings reveal:
https://t.co/i0UFNhUkaT

#401k #RetirementPlanning #ManagedAccounts

[ERISABonds @ERISABonds]

ERISA Fidelity Bond and Family Employees: Relatives Not Exempt https://t.co/gKUKl3qhca @NAPA401K @PSCA401k @ASPPA @BenefitsLink

[ERISABonds @ERISABonds]

ERISA Section 410: Who May Pay for Fiduciary Liability Insurance? https://t.co/KQfKUoNtgB @NAPA401K @PSCA401k @ASPPA @BenefitsLink @HicksPension

[ERISABonds @ERISABonds]

$38.25M overpayment. Trustee liable. Shareholders' trusts liable. Individual arbitration didn't help. Robertson v. Argent Trust is the new blueprint for ESOP valuation litigation — our analysis=#ERISA #ESOP #FiduciaryLiability https://t.co/7m8hpcqBGc @NAPA401K @ASPPA @PSCA401k

[ERISABonds @ERISABonds]

FAB 2026-01 and the ERISA Fidelity Bond: What Changed? https://t.co/bcsBrJvqRV EBSA's FAB promises "compliance assistance" — but the ERISA fidelity bond requirement is untouched, and under-bonded plans are still exposed. #ERISA #FidelityBond @NAPA401K @ASPPA @PSCA401k

[ERISABonds @ERISABonds]

ERISA Bond Cyber Theft: Why §412 Won’t Pay https://t.co/6IaQWwKWSS @usa_retirement @NAPA401K @PSCA401k @pensiononline

[ERISABonds @ERISABonds]

@NAPA401K Gotta have https://t.co/VtuSDH3zTL It should be a natural add-on to your ERISA bond maintenance.

[ERISABonds @ERISABonds]

☝️Hey friends at @BenefitsLink

[ERISABonds @ERISABonds]

ERISA4204Bonds, a specialist resource for ERISA §4204 Sale of Assets Bonds. Part 4204 variance analysis, bond/escrow comparison, counsel forms, multi-plan transactions and more

🔗 https://t.co/dSg6PwwoFR

#ERISA #ERISA4204 #4204Bond #WithdrawalLiability #MPPAA @ASPPA @NAPA401K

[ERISABonds @ERISABonds]

@totoTavrinky @questionableway @chud_meridian You can do it BUT don't neglect the https://t.co/VDVhcyJL7b nor the https://t.co/6YZMAwnz6D

[ERISABonds @ERISABonds]

@DLHappens @FinanceLancelot Good info. and you are correct. Don't neglect the https://t.co/VDVhcyJL7b nor the https://t.co/6YZMAwnz6D

[ERISABonds @ERISABonds]

Alternative Assets Coming to the 401(k). Let’s Talk About the Bond. https://t.co/6KryqpkpxD @NAPA401K @PSCA401k @401kspecmag @bpas

[ERISABonds @ERISABonds]

Does a solo 401(k) need an ERISA bond? Not yet. The owner-only exemption under 29 C.F.R. § 2510.3-3 lasts exactly as long as your participant census. One hire, even part-time under SECURE 2.0, triggers § 412 immediately. Full analysis: https://t.co/okrtDd9Y7y #ERISA #401k