Complying with ERISA’s Fidelity Bonding Requirements

July 8, 2009

The Employee Retirement Income Security Act of 1974 (ERISA) requires that every person who handles ERISA plan assets be covered by a fidelity bond. In light of relatively recent guidance from the Department of Labor (DOL) in its Field Assistance Bulletin (FAB) No. 2008-04, The Segal Company is now able to give more specific answers to common questions about ERISA's fidelity bonding requirements.