Pennsylvania — ERISA Bond
Arrange your plan's ERISA fidelity bond through this Pennsylvania page. Choose a one-year or three-year RLI option after confirming the required amount.
Also known as Pennsylvania ERISA Bond (1 Year); Pennsylvania ERISA Bond (3 Years); Pennsylvania 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
- Pennsylvania
- 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 protection does not replace fiduciary liability insurance or ordinary 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
- Have the plan's full identity ready.
- Find existing bond details.
- Identify people handling or controlling assets.
- Gather preceding-year funds-handled figures.
- Confirm the amount and any exemption.
- Choose the intended term and effective date.
Questions about this bond
Does every plan need bonding?
No. Federal exceptions and exemptions can apply. Your adviser can assess the plan and its handlers.
Does three years increase the amount?
Selecting a longer term does not itself increase the amount. Confirm the required sum independently.
Will fiduciary liability insurance satisfy bonding?
No. Fiduciary liability insurance does not satisfy the ERISA fidelity bonding requirement.
What follows Purchase Now?
The selected RLI application opens in a new tab. After issuance, check and retain the document with plan records.