Qualified retirement plans with non-owner participants must be covered by an ERISA Fidelity Bond. Fidelity Bonds are a type of insurance required to protect the plan from losses due to fraud or dishonesty by those who handle the plan assets.

Minimum Fidelity Bond Coverage =
10% of plan assets, or $1,000 (if less)

Maximum Fidelity Bond Coverage =
$500,000 (generally)
 

In order to assist our clients with the proper bonding purchase and reporting requirements, we have partnered with Colonial Surety Company, the largest direct seller of ERISA/Pension Fidelity Bonds in the U.S. By purchasing a bond through Colonial, Blueprint Retirement Services will be automatically notified of the purchase, including coverage details. This allows us to keep track of the bond internally, and eliminates the need for clients to notify us of any changes.

Click on one of their links above to get a quote or apply online for immediate online issuance of a fidelity bond.