Service Provider Bond

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Service Providers are subject to bonding requirements if they handle funds or other property. Pension Professionals, such as Investment Advisors and Third Party Administrators are subject to service provider bonding regulations under Section 412 if they handle funds or other property of an employee benefit plan.

For help in determining if you need this coverage, please visit the DOL Field Assistance Bulletin 2008-04 (and review Q8, and Q18).

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Alistair Lee

Surety Bond Representative

Kim Leonard

Bond Administrator

Rita Alfano

Bond Administrator
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