Service Provider Bonds

These bonds help service providers meet ERISA bonding regulations.

Colonial is the easy choice.

Colonial Surety Company is a leading provider of service provider bonds. We’re licensed in all 50 states and U.S. territories and make it easy to obtain your I-Bond instantly.

Service providers are subject to ERISA bonding requirements. Pension professionals, 3(16) service providers, investment advisors, and third party administrators are subject to service provider bonding regulations under ERISA Section 412.

For help in determining if you need this coverage, please visit the DOL Field Assistance Bulletin 2008-04 and review Q8 and Q18.

Watch this video to learn more.

 

  • Colonial offers the direct and digital way to obtain service provider bonds. The steps are easy—get a quote online, fill out your information, and enter your payment method. Your bond will be ready for print instantly. It’s that simple!

  • Service provider bonds are reasonably priced and easy to obtain. Colonial Surety Company offers our lowest possible rate. Premium is based on the amount of plan assets.

  • Yes, it is important that you purchase your bond from a quality and financially-secure company. Incorporated since 1930, Colonial Surety Company is an A (Excellent) rated insurance company by A.M. Best. We are Treasury listed, licensed and admitted in all U.S. states and territories.

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Licensed in all U.S. States and Territories