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  1. Mother Bond
    Mother Bond is offline Senior Member
    Join Date
    Oct 2007
    Posts
    171

    ERISA Bond - Audit

    In order to be approved for an ERISA Bond, is it a requirement that the assets of the plan be audited?
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  2. Surety Queen
    Surety Queen is offline Surety Professional
    Join Date
    Oct 2007
    Posts
    558

    Erisa Bond

    Quote Originally Posted by Mother Bond
    In order to be approved for an ERISA Bond, is it a requirement that the assets of the plan be audited?
    It depends upon the size of the plan and bond. If it's a large plan, then Surety will want the assets audited by a CPA each year.
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