ERISA Bonds the easy way

Do you have a pension or profit sharing plan. If so you realize you need an ERISA bond or soon your accountant will tell you you do. We have added a carrier with good ERISA bond rates.

The ERISA bond is  a fiduciary guarantee that is needed for the plan sponsor. Usually 10% of the plan assets. We often get calls for the bond after the plan has had an audit. The thing usually missing is the bond or the updated valuation of the bond. Plans have had some surprising up turns and down turns over the past decade. Check your plan and be sure your bond is adequate.

If you need to add to it or get a bond , Give us a call at 805-238-1818 and will get the paperwork started for you.


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