IMPORTANT: You are using an old browser. You will not be able to checkout using this browser for data security reasons. Please use another browser or upgrade this one to continue. Read more.
Most popular is a stand-alone form or separate fiduciary liability policy. At least two other types of coverage are related to fiduciary liability insurance, and it is important to clarify them. First, fidelity bonds are required by law (ERISA bonding). This is a form of insurance for dishonesty situations.
Among the many compliance services we offer are the preparation of ERISA Wrap plan documents for. employers with large and small groups to comply with ERISA relating to their welfare benefit plans, as. well as Form 5500 Filing services for groups of at least 100 plan participants under a health and welfare. benefit plan.