 What
is it? |
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It is a plan that provides an on-line solution for Pension Professionals enabling their clients to easily obtain ERISA fidelity bonds on-line to guarantee that their plans are in DOL compliance. |
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Who
Qualifies? |
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Accountants, Actuaries, Administrators, Attorneys, Benefit Consultants, Financial Planners, TPA’s and other Pension/Benefit Related Professionals. |
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What
are the benefits of the Plan? |
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There are many. Most importantly, your clients will always be in D.O.L. compliance and you will receive activity statements, which will make the task of verifying coverage for the preparation of the 5500 form. |
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How
do I open an Account? |
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Simply by completing and submitting the form below you will be assigned an account number, which needs to be used when you or your client purchases an ERISA fidelity bond on-line. |
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Can
I establish a direct link on my web site? |
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Yes. We can provide you with a customized co-branded link to our ERISA Fidelity Bond Rate Calculator/Application, which can be placed on your website and our software will track all the activity generated from this link. |
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