Montana — ERISA Bond
Arrange fidelity protection for your employee benefit plan through this Montana ERISA bond listing. Choose a one-year or three-year term and continue to RLI to apply.
Also known as Montana ERISA Bond (1 Year); Montana ERISA Bond (3 Years); Montana 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
- Montana
- Category
- Fidelity & employee dishonesty
- Federal programme authority
- United States Department of Labor, Employee Benefits Security Administration
What this bond does
The bond protects plan funds or property against covered fraud or dishonesty by people who handle 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 insured against covered dishonesty losses. Fiduciary liability insurance and ordinary business liability coverage serve different purposes.
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 exact plan identity.
- Locate existing bond details.
- List people handling or controlling assets.
- Prepare preceding-year funds-handled information.
- Confirm the required amount and exemptions.
- Choose the intended term and effective date.
Questions about this bond
Who should the bond identify as insured?
The employee benefit plan must be named or otherwise specifically identified as an insured party.
Is the three-year term a larger limit?
It specifies a longer period. Confirm the amount separately for the plan.
Does fiduciary liability insurance replace bonding?
No. It does not satisfy the ERISA fidelity bonding requirement.
What follows the purchase link?
The selected RLI application opens in a new tab. After issuance, check the document and keep it with the plan's records.