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Home Services ERISA Bonds

ERISA Bonds

Federal regulations require certain employee benefit plans to be protected by ERISA bonds. These specialized bonds safeguard your staff’s retirement and benefit funds from fraud or dishonesty.

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Standards for Protection

Your practice’s employee benefit plan is protected from mismanagement and abuse by the U.S. Department of Labor with rules and standards of conduct for the people that handle your plan funds or property. This body of regulations is known as ERISA or The Employee Retirement Income Security Act.

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Your Safety Net for Staff Benefit Funds

ERISA bonds can be essential to the security of your team’s assets.

ERISA Bonds at a Glance

  • Unlike other types of insurance, ERISA Bonds must be obtained through providers approved by the U.S. Department of Treasury.
  • ERISA bonds and benefit limits are outlined by the U.S. Department of Treasury for uniform requirements.
  • ERISA bonds may help protect employee benefit plans from losses as the result of fraud or dishonesty and may be required by law.
  • An ERISA Bond may be required for certain individuals in relation to employee benefit plans.
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Explore ERISA Bonds with Treloar & Heisel

Treloar & Heisel offers services and solutions for every stage of your career. For decades, we have specialized in working with dental and medical professionals like you to build solid insurance foundations for solid financial futures.

About Treloar & Heisel

Treloar & Heisel, an EPIC Company, is a premier financial services provider to medical and dental professionals across the country. We assist thousands of clients from residency to practice and through retirement with a comprehensive suite of financial services, custom-tailored solutions, and a strong national network focused on delivering the highest level of service.

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With Us

It’s important that your insurance can keep up with every stage of your career. To explore your options, schedule your free consultation today.

  • Insurance for Dentists
  • Insurance for Practices
  • Insurance for Medical Residents
  • Financial Planning Services

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