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Individual Bonds:
 
 

ERISA (401k) Bond


 Click one or the other to apply:

Online Application

Printable Application (PDF)


Description of Bond:

The ERISA bond is required to protect participants and beneficiaries from dishonest acts of a fiduciary who handles assets. ERISA requires every plan to bond any fiduciary or other persons who handle assets. Basically it is a fidelity bond to cover retirement assets.

If you have any questions please call our office and speak to one of our bond specialists - 800-480-3883
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