New York — ERISA Bond
Arrange your plan's ERISA fidelity bond through this New York page. Select a one-year or three-year RLI option and apply using the amount your plan requires.
Also known as New York ERISA Bond (1 Year); New York ERISA Bond (3 Years); New York 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 York
- 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 other 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 against covered dishonesty losses. Fiduciary liability insurance and ordinary business liability protection 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.
- 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
- Have the exact plan identity available.
- Find existing bond documents.
- Identify people handling plan assets.
- Gather preceding-year funds-handled information.
- Confirm the amount and any exemption.
- Choose the intended term and effective date.
Questions about this bond
Does every benefit plan need this bond?
No. Federal exceptions and exemptions exist. Your adviser can assess the plan and handling activities.
Does the longer term set a larger amount?
No. Duration and coverage amount are separate. Confirm the amount your plan needs independently.
Will fiduciary liability insurance satisfy bonding?
No. It does not satisfy ERISA's fidelity bonding requirement.
How do I proceed?
Purchase Now opens RLI in a new tab. Complete its application; after issuance, check the document and keep it with plan records.