Enjoy the benefits of Partnership.
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.
- Powerful client management dashboard
- 5500 bond verification system
- Free Bond Compliance Program
- DOL approved bond forms
- Financial incentives for referrals
- Built-in cost savings for your clients
- Fast online quoting and purchase
- Retroactive coverage
Innovative products for you and your plan sponsors.
We provide ERISA fidelity bonds, fiduciary liability insurance, errors and omissions insurance, and soon, we will be introducing cyber liability insurance for pension professionals. For plan sponsors we offer a unique package of ERISA coverage that includes fiduciary liability insurance for unparalleled protection and value.
Get access to deep ERISA expertise.
Our support team is educated in all aspects of ERISA statutes as it relates to bonding and insurance. In addition, our ERISA support attorneys and customer service representatives have decades of experience in ERISA fidelity bonding and insurance.
Becoming a partner is easy.
1Create a Partnership Account
Complete our signup process and, once approved, you’ll be able to access your account.
2Use Your Referral Code
Start ERISA bond applications for your clients or send them your referral code.
3Manage Client Coverage
Our tools will help you easily track client status, verify compliance, and renew coverage.