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This product or service is offered through COPIC Financial |
The Employee Retirement Security Act (ERISA), enacted in 1974, requires that a fidelity bond be in place to cover any person who manages a retirement plan. The bond amount must be at least 10% of the total plan assets (up to $500,000).
ERISA bonds protect retirement plans and the money within the plan from fraudulent and dishonest acts of those responsible for the plan’s management (fiduciaries).
Order an ERISA Fidelity Bond from St. Paul/Travelers.
Contact COPIC Financial Service Group at (720) 858-6280 or (800) 421-1834.