The Pension Professional Dashboard by Colonial Surety


Did you know that there is a way for a third party administrator to manage all of their clients’ ERISA fidelity bonding needs, view renewal history, limit adjustments and much more? And that it is all in one place?

Colonial Surety’s Pension Professional Dashboard provides real time information for all of a TPA’s clients while also allowing a client to purchase or renew a bond in the same place. This free managerial tool allows you as the TPA to work smarter, not harder.

Anything you could possibly want to do for one of your clients’ ERISA fidelity bonding needs is right in front of you. You can purchase or renew a bond for your client, view whether and when they previously renewed their ERISA fidelity bond, limit adjustments and verify ERISA bonding coverage with the Bond Compliance Program.

Managing your clients’ ERISA fidelity bonding needs has never been easier with the Pension Professional Dashboard by Colonial.

Colonial Surety Company is a Treasury Listed surety company providing ERISA fidelity bonds packaged with fiduciary liability insurance which includes cyber liability insurance at no extra cost. Pension Professionals can enroll in The Partnership Account® for Pension Professionals. The Partnership Account is a business arrangement between third party administrators and Colonial Surety that simplifies the ERISA bonding process. It can help increase productivity for partners while lowering costs for their plan sponsors.

Pension professionals partner with Colonial Surety to consolidate their plan sponsors’ ERISA bonds into one location and ensure they are United States Department of Labor compliant. Colonial is rated “A” Excellent by A.M. Best Company and is a long tenured member of ASPPA and NIPA.

Learn how to become a Pension Professional Partner.

Learn more about purchasing an ERISA Fidelity Bond, or an ERISA Fidelity Bond package including Fiduciary Liability Insurance.