ERISA Fidelity Bonds,
simplified.
For standard eligible coverage, purchase an ERISA fidelity bond online and receive the issued bond by email. Specialized requirements receive personal support.
ERISA Bonding Support Nationwide
We focus exclusively on simplifying the complex world of ERISA compliance for plan sponsors.
Federal Compliance
Designed for ERISA Section 412 fidelity bonding requirements when the correct coverage amount is selected for the plan and its handlers.
Streamlined Checkout
Standard eligible purchases use a direct online checkout, while specialized coverage needs receive support from our team.
State-Specific Access
Choose your state to reach the correct 1-year and 3-year purchase options for eligible plans.
How ERISA Bonding Works
Federal law requires plan fiduciaries to be bonded. Our process removes the friction.
Estimate Coverage
Use the federal 10% formula and statutory limits to estimate the minimum fidelity bond coverage for people who handle plan funds.
Select Terms
Choose your state and compare available 1-year and 3-year terms, with total premiums shown for each coverage tier.
Online Issuance
For standard eligible purchases, complete the transaction through secure external checkout and receive the issued bond by email.
Coverage for Every Plan
Explore fidelity bond guidance and purchase options for several common ERISA-governed retirement plan types.
401(k) Plans
The standard requirement for most corporate retirement savings plans.
403(b) Plans
Tax-advantaged retirement plans for public schools and non-profits.
ESOPs
Employee Stock Ownership Plans requiring specialized fiduciary bonding.
Pension Plans
Traditional defined benefit plans governed by ERISA mandates.
Pooled Employer Plans
PPP responsibility, person-by-person handling, the 10% rule, and assisted application support.
Ready to secure your plan?
Standard eligible ERISA fidelity bonds can be purchased online and delivered by email. Our team assists with larger or specialized requirements.