Federal ERISA compliance requires specific bonding.
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Get Your ERISA Fidelity Bond

How it works

Your bond must be at least 10% of funds handled in the preceding year — minimum $1,000, standard maximum $500,000. If your requirement falls between tiers, the next highest tier applies.

Need more than $500,000?

Bond amounts above $500,000 require specialized underwriting — our team will guide you through it.

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Confirm your requirement and buy your bond online.

Do you already know the required bond amount?

The bond amount is the coverage limit, not the premium price you pay.