Surety Matters

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…
Read Moreabout The Pension Professional Dashboard by Colonial Surety

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

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…
Read Moreabout Why Should you get the Bond Compliance Program?

How can you as a third party administrator or pension professional compete with the company that is able to take on thousands and thousands more plans than you? With innovative technology, you can match the…
Read Moreabout Efficient Technology Can Level the Pension Professional Playing Field

As a pension professional, you probably manage hundreds or thousands of employee benefit plans. You have to make sure that all plans have the required ERISA fidelity bond, should they need it, and are bonded…
Read Moreabout How Can TPAs Best Ensure That No ERISA Bond Mistakes Have Been Made?

Most people are aware of trusts as devices that hold assets or funds for the benefit of children of wealthy people. But a trust in New Jersey can benefit a special needs child as well! Once…
Read Moreabout Trusts Can Benefit Special Needs Children in New Jersey

It does not take a computer virus or public data mining for a cyber attacker to cause a data breach at your company. They can use your own systems against you to get what they…
Read Moreabout Cyber Attackers Can Use Your Own Systems to Steal Your Data

You may think that cyber attackers are only going to go after your current information. However, just as small businesses are targets because they do not protect data as well as large companies, older information…
Read Moreabout Cyber Attackers Can Steal from Your Older Files Too

The New Jersey rules for filing for guardianship are rather complex and extensive. As a result of amendments to the state court rules made effective on September 1, 2016, guardianship petitions must be initiated using specific forms prepared by…
Read Moreabout The New Jersey Guardianship Filing Process