Pension Partnership Program basics

Is a program that provides an online solution for Pension Professionals enabling their clients
to easily obtain ERISA fidelity bonds with an optional Fiduciary Liability Insurance endorsement
on-line to guarantee that their plans are in DOL compliance.

Who qualifies for enrollment in the Pension Partnership Program?

Accountants, Actuaries, Administrators, Attorneys, Benefit Consultants, Financial Planners,
TPA’s and other Pension/Benefit Related Professionals.

What are the benefits of the Pension Partnership Program?

There are many. Most importantly, your clients will always be in DOL compliance and you will
receive activity statements, which will make the task of verifying coverage for the preparation of the
5500 form. It also provides the ability to purchase an optional Fiduciary Liability Insurance
endorsement to the ERISA fidelity bond.

How do I open a Pension Partnership account?

Simply by completing and submitting the form below you will be assigned a account number, which
needs to be used when you or your client purchases an ERISA/Fidelity bond or a Fiduciary Liability
Insurance endorsement on-line.

Can I establish a co-branded direct link on my website?

Yes. We can provide you with a customized co-branded link to our ERISA Fidelity Bond/ Fiduciary
Liability Insurance Rate Calculator and Application, which can be placed on your website and our
software will track all the activity generated from this link.