ColonialSurety's profile picture. Colonial Surety Company is a direct insurance company specializing in surety, fidelity and liability insurance. 
800-221-3662
info@colonialsurety.com

Colonial Surety Company

@ColonialSurety

Colonial Surety Company is a direct insurance company specializing in surety, fidelity and liability insurance. 800-221-3662 [email protected]

More options can be a good thing - and so too is being covered for taking on more risks. Here's our Chief Insurance Officer's take, for @InsNewsNet

ColonialSurety's tweet image. More options can be a good thing - and so too is being covered for taking on more risks. Here's our Chief Insurance Officer's take, for @InsNewsNet

Hunkering down for the snow? ☃️Hey, how about that Roth Catch-Up provision in SECURE 2.0? Hopefully you're up to speed, but here's a quick video reminder. (Thanks Paul Mulholland for @ASPPA & Ferenczy Law) youtu.be/jr8R6-M32P8?si…

ColonialSurety's tweet card. Tricky Stuff: Roth Catch-Up Contributions? | Colonial Surety Company

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Tricky Stuff: Roth Catch-Up Contributions? | Colonial Surety Company


Thanks @rosenbaumlaw and Dick Clarke, for helping retirement plan sponsors keep on top of their to do lists for the year forward. @ColonialSurety is available to walk you through the bonds & insurance you need to succeed. youtube.com/watch?v=wumCfE…

ColonialSurety's tweet card. Resolutions for the Year Ahead: Fiduciary Preparedness | Colonial...

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Resolutions for the Year Ahead: Fiduciary Preparedness | Colonial...


Have you taken a step to strengthen the cybersecurity of the company sponsored retirement plan? Here's our short take on best practices recommended by EBSA. @ColonialSurety cyber liability insurance comes complete with the recommended response plan. dol.gov/agencies/ebsa/…

ColonialSurety's tweet image. Have you taken a step to strengthen the cybersecurity of the company sponsored retirement plan? 

Here's our short take on best practices recommended by EBSA. @ColonialSurety cyber liability insurance comes complete with the recommended response plan.

dol.gov/agencies/ebsa/…

If you are a retirement plan sponsor, consider huddling up with your Plan Document. If you have not really read it (ever or recently), it may even seem like news to you-and, as pension professionals at Watkins Ross point out, that's not a good thing. colonialsurety.com/what-does-your…


Start off the year strong: 💪 Consider benchmarking your employer-sponsored 401(k) plan early, and often. Explore plan sponsor protection, fast and affordably, at colonialsurety.com ⭐️ youtu.be/Iy6v6swGxl0?si…

ColonialSurety's tweet card. Rollercoaster Ride: Benchmark! | Colonial Surety Company

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Rollercoaster Ride: Benchmark! | Colonial Surety Company


Experience the future of digital insurance and bonding at the newly refreshed colonialsurety.com. 🎉 It features a modern design, a smarter user experience, and faster access to ERISA fidelity bonds, surety bonds, and our newly expanded liability insurance products.

ColonialSurety's tweet image. Experience the future of digital insurance and bonding at the newly refreshed colonialsurety.com. 🎉

It features a modern design, a smarter user experience, and faster access to ERISA fidelity bonds, surety bonds, and our newly expanded liability insurance products.

Happy New Year! Thank you @NAPA401K for sharing the heads up from our CIO, Dick Clarke - "2026 Will Test Plan Sponsors." Here are points every retirement plan sponsor needs to understand-and act on. napa-net.org/news/2025/10/2…


Busy small business owner? Sponsoring a retirement plan? Good for you! Just remember that being a small biz does not mean you're exempt from allegations of oversights under ERISA law. Here's the short take on what legal trends mean for SMBs: youtube.com/watch?v=4fAYGy…

ColonialSurety's tweet card. Too Small To Face ERISA Scrutiny? | Colonial Surety Company

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Too Small To Face ERISA Scrutiny? | Colonial Surety Company


New Year? Time for New Safeguards. Consider Fiduciary Liability Insurance as an addition to your ERISA Bond to safeguard against ERISA litigation fees and penalties. colonialsurety.com/insurance/fidu…

ColonialSurety's tweet image. New Year? Time for New Safeguards. Consider Fiduciary Liability Insurance as an addition to your ERISA Bond to safeguard against ERISA litigation fees and penalties. 

colonialsurety.com/insurance/fidu…

Accounting professionals at RSM offer important reminders for retirement plan sponsors about their oversight duties. We're pleased to offer our quick take here: colonialsurety.com/avoid-autopilo…


Accountants are not just handy at tax time! If you sponsor a retirement you'll find advice - like these insights courtesy of Smith Schafer CPAs - helpful all year long. youtu.be/e1SGF-pdkuc?si…

ColonialSurety's tweet card. Insights From Accountants: Sponsoring a 401k? | Colonial Surety...

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Insights From Accountants: Sponsoring a 401k? | Colonial Surety...


As we rev up to start the new year, you may be pondering how much longer you'll want or need to work before retiring. It's interesting to consider the trends: micro-retirement? Un-retiring? Take a look: youtube.com/watch?feature=…

ColonialSurety's tweet card. Micro Retirement? Un-Retiring? | Colonial Surety Company

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Micro Retirement? Un-Retiring? | Colonial Surety Company


Small business owners need to know: more than 70% of cyberattacks target small or medium-sized businesses, and 60% of those attacked went out of business within six months. CAPTRUST leaders urge plan sponsors to take extra precautions. colonialsurety.com/out-of-busines…


Pass along these pointers from the @USDOL EBSA - and, as a plan sponsor, don't forget your to-dos, including getting a response plan in place. dol.gov/agencies/ebsa/…

ColonialSurety's tweet image. Pass along these pointers from the @USDOL EBSA - and, as a plan sponsor, don't forget your to-dos, including getting a response plan in place.

dol.gov/agencies/ebsa/…

Repost di Colonial Surety Company

The Silent Killer of Retirement Plans: Compensation Definitions jdsupra.com/legalnews/the-… | by @rosenbaumlaw


Still confused about the difference between ERISA Bonds and Fiduciary Liability Insurance? 💡Here's our short take: youtube.com/watch?v=XG3f9f…

ColonialSurety's tweet card. Explained: ERISA Bonds & Fiduciary Liability Insurance | Colonial...

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Explained: ERISA Bonds & Fiduciary Liability Insurance | Colonial...


Thanks to Eric Dyson for inviting us to help retirement plan sponsors better understand ERISA Bonds and Fiduciary Liability Insurance. We hope the insights from our CIO set more plan sponsors up for success! 90northllc.com/richard-clarke…

ColonialSurety's tweet image. Thanks to Eric Dyson for inviting us to help retirement plan sponsors better understand ERISA Bonds and Fiduciary Liability Insurance. We hope the insights from our CIO set more plan sponsors up for success!
90northllc.com/richard-clarke…

We find it's wise to listen to @rosenbaumlaw, whose "say it like it is" approach cuts through the jargon. Here's our short take on his tips for retirement plan sponsors about taking communication duties more seriously - via @JDSupra jdsupra.com/legalnews/why-…

ColonialSurety's tweet image. We find it's wise to listen to @rosenbaumlaw, whose "say it like it is" approach cuts through the jargon. 
Here's our short take on his tips for retirement plan sponsors about taking communication duties more seriously - via @JDSupra 

jdsupra.com/legalnews/why-…

With members of Gen X starting to hit 60 this year, they're suddenly wizened elders (😉?!) with a message for younger generations in the workforce: do better as savers. Here's our quick take on the scoop from @PSCA401k youtube.com/watch?v=cDBxk4…

ColonialSurety's tweet card. Advice from Elders: Save, Save, Save | Colonial Surety Company

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Advice from Elders: Save, Save, Save | Colonial Surety Company


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