AZ ERISA / Pension Plan Bond (3 Year)

Order your Arizona ERISA Bond Online! Have it delivered INSTANTLY!

General Information

We have competitive rates for ERISA bonds in Arizona

In 1974, the Employee Retirement Income Security Act (ERISA) was enacted to regulate most types of employee benefit plans. This Act requires a fidelity bond covering a fiduciary (those responsible for managing the plan) and a person who handles funds or other property of such a plan. The coverage is intended to protect the plans from dishonesty and fraud committed by individuals who are associated with them.

What coverage amount is required?

According to the Act, the amount of coverage necessary for each plan is equal to no less than 10 percent of the amount of qualified plan funds handled, subject to a $500,000 maximum bond amount.

Contact Information
Phone Number*

Bond Information - Enter EXACTLY as it should appear on the bond.
Plan Name*
Address 1*
Address 2
Effective Date*

Additional Information
You are applying for an ERISA / Pension Plan bond. The rates shown below are for 3 year terms with Inflation Guard for bond amounts of $5,000 to $500,000. Please choose the bond amount desired.

Shipping Options - Bond will ship to business address above unless otherwise indicated


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