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  • Step 1: Contact Information

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  • Step 2: Bond Information

    Please be sure that the name is the EXACT name of the covered plan as filed with regulatory agencies, as shown on the form 5500.
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    • Due to the way specific questions were answered, your plan does not qualify for our direct purchasing option.

      PLEASE DON'T FRET!  Simply submit your information and we will get to work and get you bonded as quickly as possible.

      We'll be in touch soon.

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    • Step 3: Pricing and Payment

      Select the Required Amount of the Bond. (ERISA Law states that the bond must be, at minimum, 10% of the total plan value up to $500,000)
    • Pricing is for a blanket 3 Year ERISA Fidelity Bond.  Our bonds include a 10% "Inflation Guard" feature that is designed to keep you compliant with the law as your plan grows.

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