Every fiduciary responsible for managing a client’s pension, profit sharing or thrift plan and every individual or entity that handles the assets of such plan is required to obtain In-House Pension Plan ERISA Bonds under section 412(a) of the federal Employee Retirement Income Security Act of 1974 (ERISA).

An In-House Pension ERISA Bond protects the assets of the insured’s own employee benefit plan from fraudulent activity by the fiduciary. An ERISA Bond is an amended Fidelity Bond that satisfies ERISA requirements. ERISA Bonds pay clients whose assets the fiduciary manages, while a Fidelity Bond pays the fiduciary.

Learn More about In-House Pension ERISA Bonds

Click here for an In-house pension ERISA Bonds application.

Call us with your financial insurance questions.

Even if you’re not a client, you’ll like how helpful we are and how quickly we understand your situation.

Contact Us