FIDELITY BONDS

ERISA / Pension Fidelity Bonds


ERISA/Pension Fidelity Bonds and Fiduciary Liability Insurance

ERISA mandates qualified plans be covered by a fidelity bond. The minimum bond amounts required must be for a least 10% of plan assets as of the beginning of the plan year plus the anticipated contribution for the plan year or $1,000, whichever is greater. The maximum bond required is generally $500,000.

 

Every administrator, officer, and employee of any plan who handles funds or other property of such plan must be bonded. The bond protect the plan against loss "by reason of acts of fraud or dishonesty" on the part of an administrator, officer, or employee.

 

We have partnered with Colonial Surety Company, a leading provider of ERISA/Pension Fidelity Bonds. They are a national insurance company registered in all 50 states and all U.S. territories, providing insurance products since 1930. They are the largest direct seller of ERISA/Pension Fidelity Bonds in the U.S. Just click on one of their links below to get a quote or apply online for immediate online issuance of a fidelity bond.

New applications
For Quotes

RSI offers a breadth and depth of services unparalleled in the industry. We take care of all the details.

Get in Touch

Contact RSI

229 Fury's Ferry Road
Suite 131
Augusta, Georgia 30907
(706) 868-1538

© 2016 Retirement Strategies Inc       |     Team      |  website by GSM Marketing