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The Bond Compliance Program for Pension Professionals
...can verify all of your clients’ bonding status. Colonial Surety Company is a Treasury Listed surety company providing Department of Labor compliant ERISA fidelity bonds. Pension Professionals can enroll in The...
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Building a Niche: $65 Million for NJ Housing
... Greystone, a leading national commercial real finance company, has arranged a $65 million construction loan for Capodagli Property Company. The construction loan was provided by ACORE Capital (“ACORE”), a...
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Through-Channel Marketing?
...business is not an efficient or effective strategy. When you market your company well, everything becomes easier, including learning about bid opportunities, winning business, attracting and retaining talent, and connecting...
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Fraud Control and Retirement Accounts?
In the face of heightened and ongoing security threats, the Society of Professional Asset Managers and Recordkeepers (SPARK) has developed specific recommendations about what plan sponsors can do to prevent...
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What Types of Insurances Cover COVID-19 Losses?
...or failure to perform duties. Colonial Surety Company offers Errors and Omissions protection for pension professionals that protects the professional and the company from client claims. For any liabilities or...
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New Compliance Pressures: Secure 2.0
National risk management experts point out that although widely embraced, the comprehensive new Secure 2.0 legislation brings new compliance responsibilities for retirement plan sponsors. Here’s what you need to...
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New Hires? Training Tips
...all this does not guarantee the retention of new hires. Given the complex layers of challenges involved in building the workforce of the future , commitments to training and investment...
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Retirement Security?
...pension professionals need to keep the business going—and growing. Insurance for Pension Professionals Right Here. Colonial Surety Company is rated “A Excellent” by A.M. Best Company, U.S. Treasury listed...
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Weeding Out Claims?
...in multi-year rates and offers installation payments. Cover yourself, today: Fiduciary With Cyber Liability Insurance Right Here Pension plan professional? Colonial ensures your plan sponsor clients have the complete coverage...
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