Errors & Omissions Insurance for Pension Professionals

As a fundamental safeguard, Errors & Omissions Insurance (E&O) for pension professionals provides coverage against losses from any actual or alleged negligent act, error or omission. It protects you and your company from claims if your client alleges that you or your company was professionally negligent or failed to perform professional duties.

Colonial Surety Covers Policies For: 

Third Party Administrator,  Investment Advisor Representative, Registered Investment Advisor, Registered Representative of a Broker Dealer, Enrolled Actuary, and 3(16)

Colonial Surety Company has formed a partnership with CEFEX to offer preferred rates for E&O coverage to pension professionals who achieve industry certifications through the Centre for Fiduciary Excellence (CEFEX).  Don’t forget to identify that you are CEFEX certified when receiving a quote.

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To learn more about a CEFEX certification please visit

need assistance?

Jaime Boccia

ERISA Department Manager

Randi Ploshnick

Account Manager, ERISA

Michael Bonfante

Business Development Manager, ERISA
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