The Partnership Account® for Pension Professionals

We streamline the ERISA bonding process for our partners—and their clients.

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.

  1. 1
    Create a Partnership Account

    Complete our signup process and, once approved, you’ll be able to access your account.

  2. 2
    Use Your Referral Code

    Start ERISA bond applications for your clients or send them your referral code.

  3. 3
    Manage Client Coverage

    Our tools will help you easily track client status, verify compliance, and renew coverage.

Get Started

Frequently Asked Questions

  • The pension professional dashboard provides real-time information and enables you to instantly purchase or renew a client’s ERISA bond, view renewal history, limit adjustments, and much more online. These free management tools allow partners to become more efficient to work smarter, not harder.

  • Our free service saves third-party administrators the time associated with confirming and verifying ERISA bond coverage when filing the 5500. Our proprietary software identifies your plan sponsors who do not currently possess an ERISA bond. You can even purchase a bond for your client retroactive to ensure Department of Labor (DOL) compliance and avoid costly fines.

  • 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.

    At Colonial Surety, you can easily obtain industry-specific protection for yourself with errors & omissions and fiduciary liability insurance.

Get the word straight from our customers.