ERISA Bond

Federal law requiring that all pension plan trustees and anyone else who handles pension funds must obtain a fidelity bond. This bond covers the plan in the event of embezzlement and theft. It is important to note that this bond does not provide coverage in the event poor investment choices result in losses. The insurance company as well as the amount of the bond must be stated in form filed annually with the Internal Revenue Service. The amount of the bond must be at least 10% of the pension plan’s assets or $1000, whichever is the greatest amount. ERISA bonds also known as Fidelity Bonds can be issued on the same day of receiving a signed application .

Rates For ERISA Bonds Starts @ $100, We do offer 1 Yr or 3Yr Bonds, Most ERISA Bonds are issued the same day.


To Apply For ERISA Bond – Pension Trust Bond:

   

 

Application, Sign and Fax to 713-785-2711   

     

Online for Faster Service


Why Bond with Us?

  • Affordable Rates, No hidden fees
  • Experience, in Business since 1988
  • Great Service
  • Fast Approvals & Same day Delivery
  • Free price quotes – No obligation to buy
  • Friendly Staff
 

BOND ESTIMATE

Surety Bond Types:
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