Connecticut — ERISA Bond
Arrange fidelity protection for a benefit plan associated with Connecticut. Choose the one-year or three-year ERISA option, then apply through RLI with the plan's required amount.
Also known as Connecticut ERISA Bond (1 Year); Connecticut ERISA Bond (3 Years); Connecticut 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
- Connecticut
- Category
- Fidelity & employee dishonesty
- Federal programme authority
- United States Department of Labor, Employee Benefits Security Administration
What this bond does
The bond protects an employee benefit plan against covered losses caused by fraud or dishonesty by people handling its assets.
- Who needs it
- Employers and plan administrators arranging bonding for ERISA-covered plan asset handlers, subject to applicable exemptions.
- Who is protected
- The plan is insured. Fiduciary liability insurance addresses a separate risk and does not satisfy the fidelity bonding requirement.
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.
- 1 yearPurchase Now (opens in a new tab)Continue to our secure checkout partner, RLI (opens in a new tab).
- 3 yearsPurchase 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 full plan name and identifiers.
- Have current bond details available.
- List people who handle or control plan assets.
- Prepare preceding-year funds-handled figures.
- Confirm the amount and any exemption with your adviser.
- Coordinate the intended start date and term.
Questions about this bond
Does choosing three years settle the coverage amount?
No. The protection period and coverage amount are separate. Confirm the amount needed for your plan in the provider application.
Is every benefit plan subject to bonding?
No. The federal guide describes exceptions and exemptions. Have your adviser determine whether they apply to your plan and its handlers.
Who receives the fidelity protection?
The employee benefit plan must be named or otherwise specifically identified as an insured party for covered fraud or dishonesty losses.
How do I use the purchase link?
Select Purchase Now for the intended term. RLI opens in a new tab. After issuance, check the document and keep it with the plan's records.