ERISA Bonds

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ERISA (Employee Retirement Income Security Act of 1974) bonds protect the assets of a company that have been allocated as benefits for their employee pension plans.

Bonds coverage is determined by:

  • 10% of the fund assets the person handles or acts upon in a fiduciary role
  • Subject to minimum bond of $1,000 to maximum of $500,000

Obtain an ERISA Bond:

Additional guidance may be found on the Department of Labor Employee Benefits Security Administation website.