Surety Matters

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Displaying 4 results for: bond compliance program
ERISA 07.20.2019

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…
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The Pension Professional Dashboard by Colonial Surety
ERISA 07.19.2019

What do the DOL and IRS Look for When Investigating Your Plan?

Investigation and audit from the U.S. Department of Labor and the IRS, respectively, are possibilities that all TPAs need to be prepared for and ready to handle. These investigations can lead to plan liability or…
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What do the DOL and IRS Look for When Investigating Your Plan?
ERISA 07.19.2019

Why Should you get the Bond Compliance Program?

Do you as a third-party administrator wish there was an easy way for you to be able to verify your client’s ERISA fidelity bond coverage when filing the Form 5500? Enter Colonial Surety’s Bond Compliance…
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Why Should you get the Bond Compliance Program?
ERISA 11.07.2018

The Bond Compliance Program for Pension Professionals

Keeping track of every plan sponsor’s ERISA fidelity bonding status can be tough. No matter how many plans you are in charge of, it is difficult to remember what is what with information the spread…
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The Bond Compliance Program for Pension Professionals