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This document provides information about the ERISA Fidelity Bond offered by The Hartford, including coverage, required limits, risks of not having coverage, and contact information for inquiries.
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How to fill out hartfords erisa bond application
How to fill out Hartford’s ERISA Bond Application
01
Obtain Hartford’s ERISA Bond Application form from their website or customer service.
02
Read the instructions carefully to understand the requirements.
03
Fill in your personal and business details as required on the application form.
04
Provide information about the plan for which the bond is required, including the plan name and number.
05
Indicate the amount of bond coverage needed.
06
Complete any additional information requested, such as past experience or claims history related to ERISA bonds.
07
Review the application for completeness and accuracy.
08
Sign and date the application where indicated.
09
Submit the application along with any required documentation and payment to Hartford.
Who needs Hartford’s ERISA Bond Application?
01
Employers who manage employee benefit plans under ERISA.
02
Trustees or fiduciaries of employee benefit plans looking to ensure compliance with ERISA requirements.
03
Businesses seeking to protect against losses due to fraud or dishonesty in handling plan assets.
04
Financial institutions that provide services to employee benefit plans.
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People Also Ask about
What is the minimum BONDiNG for ERISA?
Under ERISA, each person must be bonded for at least 10% of the $1 million, or $100,000. ERISA bonds must be obtained from a surety provider or reinsurer named on the Department of the Treasury's Listing of Approved Sureties.
How to obtain an ERISA bond?
Does my 401(k) plan require an ERISA fidelity bond? A fidelity bond is required as soon as you start your 401(k) plan. ERISA requires every person who handles funds or other property for an employee benefit plan, including 401(k) plans, to be bonded.
What is another name for the Erisa bond?
The coverage required by the Employee Retirement Income Security Act (ERISA) is usually called an ERISA fidelity bond, as it is specifically limited to financial losses from employee benefit plans, and not, for example, from a company's general coffers. It is also known as a fiduciary bond.
Do all 401k plans require an ERISA bond?
The coverage required by the Employee Retirement Income Security Act (ERISA) is usually called an ERISA fidelity bond, as it is specifically limited to financial losses from employee benefit plans, and not, for example, from a company's general coffers. It is also known as a fiduciary bond.
What happens if you don't have an Erisa bond?
What Happens if There's No ERISA Bond Coverage for the Plan? If a loss occurs due to a fiduciary's criminal act, such as fraud or theft, the person with fiduciary responsibilities will have to pay out-of-pocket for the losses. In other words, they will become personally liable for the losses.
Is an ERISA bond the same thing as a fidelity bond?
One of ERISA's requirements is that people who handle plan funds and other property must be covered by a fidelity bond to protect the plan from losses due to fraud or dishonesty.
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What is Hartford’s ERISA Bond Application?
Hartford’s ERISA Bond Application is a document used to apply for a fidelity bond that protects employee benefit plans against losses due to fraud or dishonesty by individuals handling the plan's funds.
Who is required to file Hartford’s ERISA Bond Application?
Any employee benefit plan subject to the Employee Retirement Income Security Act (ERISA) must file Hartford’s ERISA Bond Application to ensure compliance with bonding requirements.
How to fill out Hartford’s ERISA Bond Application?
To fill out Hartford’s ERISA Bond Application, gather necessary information about the plan, complete the application form with accurate details of the plan and its fiduciaries, and submit it to Hartford along with any required signatures.
What is the purpose of Hartford’s ERISA Bond Application?
The purpose of Hartford’s ERISA Bond Application is to secure a fidelity bond that provides financial protection for employee benefit plans against potential losses caused by fraudulent or dishonest acts of individuals involved in managing the plan.
What information must be reported on Hartford’s ERISA Bond Application?
The information that must be reported on Hartford’s ERISA Bond Application includes details about the employee benefit plan, the names of the fiduciaries, the amount of coverage needed, and any relevant organizational information.
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