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ERISA/Pension
Fidelity Bond Calculator for Plans containing QUALIFYING
PLAN ASSETS ONLY |
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Click here
if you are a pension professional and have not already enrolled in our Referral Plan.
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Our Bonds cover an unlimited number of trustees. The extended coverage endorsement is available for
five (5) year term bonds to provide automatic daily increases to bond limits as the plan grows.
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Instructions:
Please follow the three EZ steps below to purchase
an ERISA/Pension Fidelity Bond.
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1. |
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Input
Bond Amount to determine fee. Please note: The Bond Amount should be at least 10% of the total qualifying plan assets, with a maximum limit of $500,000. Bonds are written in $10,000 increments. |
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To complete an application just scroll down and click on the button labeled
I-Bond™ Application then click the "Submit" button to order your bond. |
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BONDS
ARE ISSUED TO THE HIGHEST $10,000 LIMIT
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