Help - Search - Members - Calendar
Full Version: ERISA Bond
BenefitsLink Message Boards > Retirement Plans > Retirement Plans in General
Dan
A client is due to renew their ERISA bond. The insurance agent called to ask whether the bond could be subject to a deductible. I have never been asked this question before now.

My initial thought was no, a deductible is not acceptable. It almost seems that a deductible would defeat the purpose of the bond, at least in some small way.

But, I have been unable to find any guidance on this question. Any insights or thoughts would be appreciated.

------------------
Dan Smith
Lynn Campbell
I thought a deductible in an ERISA Bond was prohibited, but now I cannot find the citation for that... Can anyone help? Thanks!
Kirk Maldonado
The bonding requirements are found in ERISA Section 412.
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2008 Invision Power Services, Inc.