New Mexico — ERISA Bond
Choose an ERISA fidelity bond term for your plan through this New Mexico listing. One-year and three-year RLI applications are available; confirm the required amount separately.
Also known as New Mexico ERISA Bond (1 Year); New Mexico ERISA Bond (3 Years); New Mexico 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 Mexico
- 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 assets against covered fraud or dishonesty by people handling its funds or property.
- Who needs it
- Employers and administrators arranging bonding for ERISA-covered plan asset handlers, subject to applicable exemptions.
- Who is protected
- The plan is the insured party. The bond serves a different purpose from fiduciary liability insurance and general 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.
- 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 plan's full identity.
- Locate any current bond.
- List people controlling or handling assets.
- Prepare preceding-year funds-handled figures.
- Confirm the required amount and exemptions.
- Coordinate the term and proposed start date.
Questions about this bond
Can outside providers need bonding?
Yes, if they or their employees handle plan assets and no exemption applies.
Is three years a higher limit?
It is a duration. Confirm the required amount for your plan separately.
Can fiduciary liability insurance replace this bond?
No. It does not satisfy ERISA's fidelity bonding requirement.
Where does Purchase Now lead?
The selected RLI application opens in a new tab. After issuance, verify the document and retain it with plan records.