Kentucky — ERISA Bond
Arrange fidelity protection for your plan through this Kentucky ERISA bond listing. Select the one-year or three-year term, then continue to the RLI application.
Also known as Kentucky ERISA Bond (1 Year); Kentucky ERISA Bond (3 Years); Kentucky 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
- Kentucky
- Category
- Fidelity & employee dishonesty
- Federal programme authority
- United States Department of Labor, Employee Benefits Security Administration
What this bond does
The bond protects employee benefit plan funds or other property against covered fraud or dishonesty by people handling them.
- Who needs it
- Plan sponsors and administrators arranging required bonding for ERISA-covered asset handlers, unless an exemption applies.
- Who is protected
- The employee benefit plan is insured. This bond serves a different purpose from fiduciary liability insurance and business liability coverage.
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 plan name and identifying details.
- Find any existing bond and its dates.
- List people controlling or handling plan assets.
- Prepare preceding-year funds-handled information.
- Confirm the required amount and exemptions.
- Choose the intended term and start date.
Questions about this bond
Does every employee benefit plan need this bond?
No. Exceptions and exemptions can apply under the federal framework. Have your adviser assess your plan and its asset handlers.
Is the three-year option a higher limit?
The term states duration. Determine and confirm the coverage amount separately.
Can fiduciary liability insurance replace this protection?
No. Fiduciary liability insurance does not satisfy the ERISA fidelity bonding requirement.
What happens after selecting Purchase Now?
RLI opens in a new tab. Complete the selected application; after issuance, check the document and retain it with the plan's records.