Oregon ERISA / Pension Plan Bond (3 Year)

No application is required for the Oregon ERISA / Pension Plan Bond (3 Year).

General Information

We have competitive rates for ERISA bonds in Oregon

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*
Effective Date*
Toatl assets in the plan*
Please type "CONFIRM" for the 4 conditions above*

Additional Information
You are ordering an Oregon 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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