Pension Professional

                more than just erisa bonds               

Colonial is an insurance company that does not only provide ERISA bonds to plan sponsors, but multiple products for pension professionals as well.  Easily obtain industry specific protection for yourself with Errors & Omissions and Fiduciary Liability Insurance.  But that is not all Colonial has to offer.  We have designed a way for pension professionals to work smarter. The Partnership Account® provides pension professionals with FREE ERISA plan 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