Wisconsin — ERISA Bond
Choose an ERISA fidelity bond term for your plan through this Wisconsin listing. RLI applications are available for one-year and three-year periods.
Also known as Wisconsin ERISA Bond (1 Year); Wisconsin ERISA Bond (3 Years); Wisconsin 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
- Wisconsin
- Category
- Fidelity & employee dishonesty
- Federal programme authority
- United States Department of Labor, Employee Benefits Security Administration
What this bond does
The bond protects plan assets against covered fraud or dishonesty by people handling the plan's funds or property.
- Who needs it
- Employers and plan administrators arranging bonding for ERISA-covered asset handlers, subject to exemptions.
- Who is protected
- The plan is the insured party. This bond does not replace fiduciary liability insurance or provide 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.
- 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
- Gather the exact plan identity.
- Locate any current bond.
- List employees and outside asset handlers.
- Prepare preceding-year funds-handled information.
- Confirm the amount and applicable exemptions.
- Coordinate the term and start date.
Questions about this bond
Can an outside provider need bonding?
Yes, if it or its employees handle plan assets and no exemption applies.
Is three years a higher amount?
It describes duration. Confirm the required sum for the plan separately.
Will fiduciary liability insurance satisfy bonding?
No. It does not satisfy ERISA's fidelity bonding requirement.
Where do I complete the application?
Purchase Now opens RLI in a new tab. After completing its process and receiving the bond, verify and retain the document with plan records.