The Partnership Account® for Pension Professionals
Enjoy the Benefits of Partnership
The Partnership Account® for Pension Professionals is a collaborative business arrangement between pension professionals and Colonial Surety Company designed to streamline the ERISA fidelity bonding process. It enhances efficiency for partners and reduces costs for their plan sponsors.
An API or simple hyperlink to embed on your website is available for pension professionals, allowing them to embed a direct link to the ERISA bond application. The entire application is completed online in just minutes.
Quote and purchase instantly, online
Complete ERISA plan sponsor insurance protection, including fiduciary and cyber liability coverage
Innovative products for both you and your plan sponsors
For plan sponsors, we provide ERISA fidelity bonds or a unique package combining ERISA coverage, fiduciary liability, and cyber liability insurance, delivering unmatched protection and value.
We offer our Pension Professional partners a comprehensive suite of coverages including errors and omissions (professional liability) insurance, cyber liability insurance, and employment practices liability insurance (EPLI) and more.
Access Deep ERISA Expertise
Our support team is well-versed in all aspects of ERISA statutes related to bonding and insurance. In addition, our ERISA customer service representatives bring hands-on experience in ERISA fidelity bonding and insurance and are available live whenever you need assistance.
Log in to access your dashboard, manage plan sponsors, and initiate coverage for your clients.
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Instant & Flexible
We offer a streamlined purchase process that allows you to instantly purchase bonds and insurance online.
Direct Writer
Direct writer licensed and admitted in all U.S. states and territories.
Rating
Rated “A” Excellent by A.M. Best Company and U.S. Treasury Listed.
(NAIC #10758)
BUSINESS ADDRESS: 123 Tice Boulevard, Suite 250, Woodcliff Lake, NJ 07677.
PHONE: (201) 573-8788.
SURETY LICENSES c,f/: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, GU, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MP, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, VI, WA, WV, WI, WY.
INCORPORATED IN: Pennsylvania.
For more info about surety underwriting limitations read Circular 570 published by the U.S. Department of the Treasury.
Frequently asked questions
