Pension Partinership Program basics

Perfect online solution for Pension Professionals to enable their clients to easily obtain ERISA/Fidelity Bonds, and optional Fiduciary Liability Insurance for Department of Labor bonding compliance and personal Protection.

Who qualifies for enrollment in the Pension Partnership Program?

Accountants, Actuaries, Administrators, Attorneys, Benefit Consultants, Financial Planners, Registered Investment Advisors, Third Party Administrators, and other Pension/Benefit Related Professionals.

What are the benefits of the Pension Partnership Program?

There are many benefits. Most importantly your clients will always be in Department of Labor bonding compliance. Online management reports confirm bond coverage that simplify the task of verifying the bond amount for Form 5500 preparation. It also provides the ability to purchase optional Fiduciary Liability Insurance as an endorsement to the ERISA fidelity bond.

How do I open a Pension Partnership account?

Simply complete and submit the form below for access to our online program. A Customer Services Representative will contact you with account login information and details regarding the products and services offered to you, your associates and your clients.

Can I establish a customized link on my website?

Yes. We can provide you with a customized link to our website for immediate issuance of ERISA/Fidelity bonds, and Professional Liability Insurance, product information, educational material, association links, Department of Labor publications, and industry news.