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Open Categories Menu Information on How to Buy ERISA Bond Purchasing an ERISA Fidelity Bond is essentially the same as purchasing a fidelity bond for an investment advisory firm and this article is meant to serve as guide as to cost and timing to secure one of these bonds. Overview Generally a manager will [...]
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Posts Tagged ‘ hedge fund ERISA ’
10 October
Posted in
Laws, Legal Resources
ERISA Bonding Requirement for Hedge Fund Managers
ERISA Fidelity Bond Information Hedge fund managers who manages hedge funds which exceed the 25% ERISA threshold will need to purchase a fidelity bond. The questions and answers below on the ERISA fidelity bonding requirements were prepared by the Department of Labor which is the governmental agency which is in [...]
14 September
Posted in
new hedge fund regulations, News and Commentary
Pension Security Act of 2009
At the very beginning of this year a bill was introduced to change the Employee Retirement Income Security Act of 1974 (ERISA) to require defined benefit plans to disclose their interest in hedge funds. The definition of hedge fund for the purposes of the act is very broad and would [...]
