Insurance and Bonding

Retirement plan sponsors and fiduciaries should understand the insurance products that are available to protect the plan and its fiduciaries. The two most common forms of insurance that a plan will purchase are the Fidelity Bond and Fiduciary Liability Insurance.

All Employee Retirement Income Security Act (ERISA) plans are required to have a Fidelity Bond and many also have Fiduciary Liability Insurance. This training breaks down ERISA Fidelity Bonds and Fiduciary Liability Insurance.

To download a copy of this L3 training material, please fill out the form.