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 a 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.

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