Massachusetts — ERISA Bond
Arrange an ERISA fidelity bond for your plan through this Massachusetts listing. Choose a one-year or three-year term and continue to RLI with the plan's required amount.
Also known as Massachusetts ERISA Bond (1 Year); Massachusetts ERISA Bond (3 Years); Massachusetts 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
- Massachusetts
- 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 property against covered losses from fraud or dishonesty in handling those assets.
- Who needs it
- Plan sponsors and administrators arranging required bonding for ERISA-covered asset handlers, unless an exemption applies.
- Who is protected
- The plan is the insured party. Fiduciary liability insurance concerns separate exposure and does not satisfy fidelity bonding.
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 complete plan identity.
- Locate existing bond documents.
- List people handling or controlling assets.
- Prepare preceding-year funds-handled information.
- Confirm the amount and applicable exemptions.
- Choose the intended period and start date.
Questions about this bond
Can an outside provider need bonding?
Yes, if it or its employees handle plan assets and no exemption applies.
Does a three-year term determine the sum?
No. The amount depends on your plan's circumstances and must be confirmed independently.
Does this replace business liability insurance?
This bond protects the plan against covered dishonesty losses. Business and fiduciary liability coverage serve different purposes.
How do I complete the application?
Purchase Now opens RLI in a new tab. After completing its process and receiving the bond, verify the document and retain it with plan records.