Service Provider Bond

Service Providers are subject to bonding requirements if they handle funds or other property. Pension Professionals, such as Investment Advisors and Third Party Administrators are subject to service provider bonding regulations under Section 412 if they handle funds or other property of an employee benefit plan.

need assistance?

Alistair Lee

Surety Bond Representative

Kim Leonard

Bond Administrator

Rita Alfano

Bond Administrator
meet the rest of our team