ERISA Fidelity Bond

ERISA Dishonesty Bond

ERISA Pension/Retirement Plans

Overview

What it is.

ERISA Pension/Retirement Plans

Who usually needs it

Any person who handles funds or other property of an employee benefit plan, including plan fiduciaries, administrators, investment managers, employees of plan sponsors, and service providers who have a realistic opportunity to access plan assets in the ordinary course of their duties. This bond is required under Section 412 of ERISA to protect employee bene…

Pricing & timing

What to expect.

Generic pricing

Pricing depends on bond amount, your credit, business details, and the state. The exact quote comes from the application.

Typical timeframe

Many license bonds are approved the same day. Court, probate, and larger contract bonds can take a few business days when underwriting needs more information.

Application

What to do next.

Tell us the bond name, state, and amount on your form.
Share business and applicant info so the team can quote it.
Sign and pay; we issue the bond and send you the documents.
Keep your effective date and renewal date on file with us.

Start the application.

You are on the exact bond page. The next step is to start the quick application.

Start quick app

Details

Bond details.

StateWA

Bond amountVaries by license type or project

ObligeeN/A

Bond classERISA Fidelity Bond

CategoryOther

BondERISA Dishonesty Bond

Plain descriptionERISA Pension/Retirement Plans

Who needs this bondAny person who handles funds or other property of an employee benefit plan, including plan fiduciaries, administrators, investment managers, employees of plan sponsors, and service providers who have a realistic opportu…

More bonds

Next step

Ready to move forward?

Pin down whether this is your bond, then start the application. Ava can confirm the right state and license type if you are not sure.

Start the application