Pension Professional

Our Insurance Company Offers ERISA Plans

Colonial is an insurance company that does not only provide ERISA related products to plan sponsors and pension professionals but has designed a way for pension professionals to work smarter. The Partnership Account® provides pension professionals with FREE tools to simplify the 5500 filing process.

The process is simple

create an account

create an account

get started by creating a login and password to access The Partnership Account®

receive a referral code

receive a referral code

linking all of your plan sponsors to your Colonial Dashboard

purchase bonds

purchase bonds

start ERISA bond application for your Plan Sponsors, or send them your referral code.

track bond compliance

track bond compliance

All colonial bonds purchased with your referral code will be linked to your Dashboard.

get started

need assistance?

Robyn McNair

ERISA Department Manager

Tony Unkel

Business Development Manager

Raya Kataw

Business Development Manager
view the ERISA team