ERISA Fidelity Policy – 3-year Prepaid Premium (New Plan – All States Except CA)


ERISA Fidelity Policy covering employers with total plan assets not exceeding $100,000 subject to the following conditions:

No union plans, No non-qualifying assets, No designated agents or Additional Named Insured coverage, No employer securities, No known or prior losses

This policy is ideal for small to mid-sized companies that are implementing their first employer retirement plan (SIMPLE IRA, 401k, etc.) and are responsible for basic administration of the plan.


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