• Bonds are issued and underwritten by Colonial Surety Company and reinsured by Partner Reinsurance Company of the U.S. ERISA Fidelity bonds issued in all states.

• AM Best Rating Excellent and Superior. 

Recent Department of Labor legislation will now enforce compliance of the 1974 Employee Retirement Income Security Act (ERISA) which requires ERISA fidelity Bonds. Now companies, even with small plans, will be faced with significant penalties and sanctions if they fail to have a complying ERISA/Pension Bond in place and listed on the 5500 Return. 

Our Pension Professionals Plan is an on-line solution for the pension professional enabling them to easily obtain ERISA fidelity Bonds, and maintain daily plan compliance with the Department of Labor Regulations.

Pension professionals can now complete the entire plan placement, including making certain that the Pension Bond is in place.

Our objective is to provide you with a valuable marketing tool and the resources to solidify account retention and plan compliance.

• On-Line Calculator to determine required ERISA fidelity Bond limits 

• FIVE YEAR BOND TERM 

• Automatic Limit Increase to Maintain Daily Plan Compliance

• Unlimited trustee coverage

• Marketing Service Links