Service 06 of 08
Employee Benefit Plan Risk
Plan assets and plan duties require their own review.
An ERISA fidelity bond and fiduciary liability insurance serve different purposes.
We help identify the plan’s bonding and coverage questions alongside benefits counsel and service providers, including unpaid contributions, competing duties and termination.
Useful starting records
Plan documents, named and functional fiduciaries, contributions, plan assets, coverage, bonds and the proposed wind-down.