ERISA BONDS are a necessity for your plan, but that’s just the beginning.

The U.S. DOL requires your retirement plan to obtain an ERISA Bond. The bond must equal 10% of the total plan assets, with a minimum value of $1,000 and a maximum value of $500,000. Learn about ERISA bonds at

Our partner, Colonial Surety is an easy choice for your ERISA bond—you can quote and purchase online in minutes. They also offer unique packages to protect you personally with Fiduciary Liability Insurance and free Cyber Liability Insurance that covers your plan and your business.

67% of small & medium sized businesses reported a cyber attack in 2018 according to a Verizon report.

2019 Verizon Data Breach Investigation Report.

Fiduciary Liability Insurance
Provides protection from personal liability against actual and alleged fiduciary breaches.
Available on all ERISA bond packages.

Cyber Liability Insurance (FREE with package plan)
Manage data breaches while minimizing liability with assistance at every stage of incident investigation. It safeguards your plan and company against a loss due to an actual cyber attack and an alleged or actual fiduciary breach. Only available on 2 and 3 year ERISA bond packages.

ERISA Packages

*Extended coverage insures your bond remains U.S. DOL compliant for any increase in plan assets.