California — ERISA Bond
Arrange an ERISA fidelity bond for your employee benefit plan through this California listing. Compare RLI's one-year and three-year term choices, then apply for the amount your plan needs.
Also known as California ERISA Bond (1 Year); California ERISA Bond (3 Years); California ERISA Bonds
2 options on record. Choose the one that matches your requirement, then purchase.
Fidelity protection responds to covered dishonest acts. The form identifies whose money or property is protected, the covered persons, and the applicable limits.
- Bond family
- Fidelity bond
- Recorded state
- California
- Category
- Fidelity & employee dishonesty
- Federal programme authority
- United States Department of Labor, Employee Benefits Security Administration
What this bond does
ERISA fidelity bonding protects a plan against covered losses from fraud or dishonesty in handling its funds or other property.
- Who needs it
- Employers and administrators responsible for bonding arrangements for ERISA-covered plan asset handlers, subject to applicable exemptions.
- Who is protected
- The insured party is the plan. Coverage for plan assets is distinct from an employer's general employee dishonesty protection and fiduciary liability insurance.
Choose from 2 options
Each option is a separate record. Where a term, bond amount, premium, or E&O limit is known, it is listed; match it to what your requirement asks for.
- 3 yearsPurchase Now (opens in a new tab)Continue to our secure checkout partner, RLI (opens in a new tab).
- 1 yearPurchase Now (opens in a new tab)Continue to our secure checkout partner, RLI (opens in a new tab).
The coverage amount describes a limit of protection, not the price. Match the requested protection and covered persons to the actual fidelity form. The premium is what you pay and must be confirmed for the actual option. An E&O limit, where listed, is separate errors and omissions insurance.
Sources
- U.S. Department of Labor: ERISA Fidelity Bond Guide (opens in a new tab)Checked October 18, 2026
Have these ready
- Gather the plan's legal name and identifiers.
- Locate any current bond or crime coverage documents.
- List employees and service providers handling plan assets.
- Prepare the preceding year's funds-handled information.
- Confirm the amount and any exemption with the plan adviser.
- Choose the term and proposed effective date.
Questions about this bond
Does this cover my business's ordinary liability?
This bond concerns covered fraud or dishonesty losses to the plan. General liability insurance serves a different purpose.
Does fiduciary liability insurance satisfy ERISA bonding?
No. The Department of Labor distinguishes fiduciary liability insurance from the fidelity bonding required for plan assets.
Does three years mean more coverage?
It describes a longer protection period. Confirm the required amount separately and review protection as the plan's circumstances change.
How do I apply?
Choose the intended term and select Purchase Now. RLI opens in a new tab. After issuance, check the insured plan, amount and dates and retain the document.