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Este formulario permite a las empresas solicitar un bono de fideicomiso de pensiones bajo la Ley de Reforma de Pensiones de 1974 (ERISA), asegurando que los fondos de los planes de pensiones o participación
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How to fill out application for pension trusterisa

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How to fill out Application for Pension Trust/ERISA Bond

01
Obtain the Application for Pension Trust/ERISA Bond form from the relevant authority or website.
02
Fill in the name of the pension trust or plan in the designated section.
03
Provide the name and address of the plan administrator or the fiduciary responsible.
04
Indicate the type of plan (i.e., defined benefit plan, defined contribution plan, etc.).
05
Specify the amount of bonding coverage required.
06
Include details about any prior bonds issued for the plan, if applicable.
07
Provide the date when the bond coverage is to begin.
08
Sign and date the application form.
09
Submit the completed application to the bonding company or insurance provider.

Who needs Application for Pension Trust/ERISA Bond?

01
Any pension plan or trust fund that is covered under the Employee Retirement Income Security Act (ERISA) and requires bonding to protect against losses caused by fraud or dishonesty.
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While other types of coverage protect the people and businesses in charge of these funds, an ERISA bond covers the plan itself. It is a surety bond put in place to protect plan beneficiaries.
In general, ERISA does not cover group health plans established or maintained by governmental entities, churches for their employees, or plans which are maintained solely to comply with applicable workers compensation, unemployment, or disability laws.
The following plans are exempt from ERISA's fidelity bond requirement: Church plans and government plans. Plans that are completely unfunded (that is, benefits are paid from an employer's general assets) Section 125 cafeteria plans.
The following plans are exempt from ERISA's fidelity bond requirement: Church plans and government plans. Plans that are completely unfunded (that is, benefits are paid from an employer's general assets) Section 125 cafeteria plans.
ERISA bonding requirements outline that anyone who handles funds or other property of an employee benefit plan needs an ERISA bond. This commonly includes employers, as well as plan administrators, plan officials, service providers, joint boards, and employee organizations.

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The Application for Pension Trust/ERISA Bond is a document required to obtain a fidelity bond for fiduciaries managing employee benefit plans under the Employee Retirement Income Security Act (ERISA).
Fiduciaries and plan sponsors of employee benefit plans, including retirement plans and health benefit plans, are required to file the Application for Pension Trust/ERISA Bond.
To fill out the Application for Pension Trust/ERISA Bond, complete the required fields with the details about the benefit plan, including the plan name, fiduciary information, and the amount of coverage needed, then submit it to a bonding company.
The purpose of the Application for Pension Trust/ERISA Bond is to ensure that fiduciaries are bonded as required by ERISA, providing protection against loss due to fraud or dishonesty.
The application must report information such as the plan's name, identification number, the nature of the business, fiduciaries' names and addresses, and the requested bond amount.
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