Surety Matters

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Displaying 5 results for: pension professional
ERISA 09.26.2020

Who Needs to Save for Retirement?

All of us! Even before the financial challenges brought on by COVID-19, retirement saving for workers in the US was insufficient—and in fact, worsening. For example, data from 2014-2017 shows that only 40% of employers…
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Who Needs to Save for Retirement?
Fidelity Bonds 01.23.2020

The Benefits of the Partnership Account for Pension Professionals

If you are a pension professional, you understand how taxing it can be overseeing employee benefit plans. As retirement benefits and plans transform over time, fiduciary duties remain obscure and ever-changing.  This process can be…
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The Benefits of the Partnership Account for Pension Professionals
ERISA 01.21.2020

Why Do I Need a Service Provider Bond?

A service provider is a business, organization, or individual who delivers legal, consulting, storage, communication, processing, or other types of services to customers.  Service providers are habitually outsourced or third party suppliers like telecommunication service…
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Why Do I Need a Service Provider Bond?
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 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