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Fidelity / ERISA Insurance

Pension Trust (ERISA) Bonds

Pension Plans and profit sharing programs are managed by appointed individuals known as plan fiduciaries. The Pension Reform Act of 1974 states that the fiduciaries of a pension or profit sharing fund are required to post a bond for 10% of the amount of funds handled.

FIDELITY BONDS guarantee that the bonded employee(s) will handle their employer's money and property with fidelity. In other words, it guarantees they won't steal.

This is just a general list and is not all inclusive of the types of
bonds/insurance PJT provides.