Missouri — ERISA Bond
Choose a one-year or three-year ERISA bond for your plan through this Missouri page. Continue to RLI with the plan identity and required amount.
Also known as Missouri ERISA Bond (1 Year); Missouri ERISA Bond (3 Years); Missouri 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
- Missouri
- Category
- Fidelity & employee dishonesty
- Federal programme authority
- United States Department of Labor, Employee Benefits Security Administration
What this bond does
This fidelity bond protects employee benefit plan assets against covered losses from fraud or dishonesty in handling them.
- Who needs it
- Employers and administrators arranging bonding for ERISA-covered plan asset handlers, subject to applicable exemptions.
- Who is protected
- The plan is insured. This bond does not replace fiduciary liability insurance or cover ordinary business liability.
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
- Have the plan's full identity ready.
- Find existing bond documents.
- List people handling plan assets.
- Gather preceding-year funds-handled figures.
- Confirm the amount and any exemption.
- Choose the term and desired start date.
Questions about this bond
Does every plan need this bond?
No. Federal exceptions and exemptions exist. Your adviser can assess the actual plan and handling arrangement.
Does three years increase the amount?
Choosing a longer period does not itself increase the amount. Confirm the required sum independently.
Can fiduciary liability insurance meet bonding requirements?
No. Fiduciary liability insurance addresses breaches of duties and does not satisfy ERISA fidelity bonding.
Where do I apply?
Purchase Now opens the selected RLI application in a new tab. After issuance, review the document and retain it with plan records.