New Jersey — ERISA Bond
Arrange fidelity protection for your employee benefit plan through this New Jersey ERISA bond page. Choose a one-year or three-year term, then apply through RLI.
Also known as New Jersey ERISA Bond (1 Year); New Jersey ERISA Bond (3 Years); New Jersey 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
- New Jersey
- 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 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 insured. This bond does not replace fiduciary liability insurance or ordinary business liability protection.
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 exact plan identity ready.
- Find existing bond documents.
- Identify people handling or controlling assets.
- Prepare preceding-year funds-handled information.
- Confirm the amount and any exemption.
- Choose the term and effective date.
Questions about this bond
Who is the insured party?
The plan must be named or otherwise specifically identified as insured.
Does a longer term increase the amount?
Selecting three years does not itself increase the amount. Determine the required sum separately.
Can fiduciary liability insurance satisfy the requirement?
No. It addresses breaches of fiduciary duties and does not satisfy ERISA fidelity bonding.
What happens after Purchase Now?
RLI opens in a new tab. Complete its application; after issuance, check and retain the bond with plan records.