ERISA Bond Quote

This quote engine is for simple ERISA fidelity bond requests. Bonds with non-qualifying assets, employer issued securities, or non-standard placements must be applied for using the appropriate paper application.

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Quote Form

Please enter your qualifying assets:
Do you confirm that the plan contains no non-qualifying assets?
Do you confirm that the plan contains no employer issued securities?
Do you confirm that the plan is not for a labor union or multi-employer structure?


The fee provided by this ERISA bond quote calculator is the price for a THREE YEAR BOND. Not only is the bond backed by an insurance company with a superlative AM Best rating (A+Superior or A- Excellent) but also offers the special benefit of the "inflation guard" provision of the erisa bond. No matter how much the plan assets grow during the bonded period, the fidelity bond will automatically adjust to offer the appropriate required coverage.