How Errors & Omissions Coverage Protects Pension Professionals from Costly Mistakes

It can be difficult for pension professionals to juggle servicing multiple employee benefit plans at once. With Errors and Omissions protection, pension professionals safeguards against covered losses from any actual or alleged negligent act, error, or omission. It is a type...

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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 even more difficult If you...

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Pension Professionals: Find New Solutions, but Don’t Forget Fiduciary Duties

There are few virtues more valued in American business than innovation and new ways of thinking. Pension professionals have their own opportunity to unleash new ways of thinking when creating arrangements and plan features. But can you get too caught...

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Pension Professionals: Simplify the ERISA Bonding Process

Managing employee benefit plans seems to keep getting more and more complicated every year. Fiduciary duties remain opaque and retirement plans and benefits have morphed over time. One of the more confusing processes for the third-party administrator or pension professional,...

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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 out among your clients. With...

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Investment Professionals: What’s The Deal?

It makes good sense for retirement plan sponsors to contract with an investment professional for guidance on the plan. Unfortunately, many plan sponsors are unclear on what, if any, fiduciary responsibilities the investment professional is accepting. Experts share advice about...

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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 all in one place? Colonial...

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Efficient Technology Can Level the Pension Professional Playing Field

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 efficiency and economies of those...

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Pension Industry Vulnerable to Cyber Attacks

According to a new report from Moody’s Investors Service, some of the industries most likely to be attacked by cyber attacks are finance, investment, and securities. This includes the retirement and pension industries as all of these are highly reliant...

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Lost and Found: Retirement Accounts

Picture the lost and found at the gym: abandoned water bottles, forgotten sweatshirts, earpods….While it’s not a stretch to conjure a few wadded up bills in the pockets of cast off layers, it is hard to believe that anyone would...

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