Pennsylvania ERISA / Pension Plan Bond (3 Year)

Order your Pennsylvania ERISA Bond Online! Have it delivered INSTANTLY!
INFLATION GUARD included in price.

General Information

We have competitive rates for ERISA bonds in Pennsylvania. No other applications or signatures required. Just complete the brief form below.

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. Our unique INFLATION GUARD automatically increases coverage to 10% of the plan assets, so that you are always in compliance with the ERISA requirement. No need to request and pay for increases at renewal.

Contact Information
Phone Number*

Bond Information - Enter EXACTLY as it should appear on the bond.
Plan Name*
Business Address*
Desired Effective Date*
Total assets in the plan*
Are funds invested in the business?*
Are outside audits conducted? (yes/no)*
Is Indep. Administrator employed?*
Any non-qualified investments?*
Nature of Business (Lawyer, Doctor)*
Special Instructions

Additional Information
Choose the dollar amount that is at least 10% of your plan assets as listed above.
All prices shown are for a 3 YEAR TERM and includes INFLATION GUARD COVERAGE.

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


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