Benefits of Coverage

Features include:

• ERISA Fidelity Bonds for plan assets up to $5,000,000 (qualifying and non-qualifying)
• Easy-to-use online application
• E-check or credit card payment options
• 24/7 access to Activity Tracking Statements for filing Form 5500
• One and Five-year Bond terms
• Extended Coverage Endorsement
• Advertising Transaction Rates (ATR)
• Co-branded application link on your website

Bonds for qualified assets also eligible for:

• Fiduciary Liability Insurance coverage endorsement. Learn more.
• 5-year extended coverage endorsement. Bond amount automatically increases to cover plan growth.

Immediate online issuance of ERISA/Fidelity Bonds & Fiduciary
Liability Insurance