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Pension Planning Consultants is becoming Daybright Financial—part of a unified rebrand of our parent company, U.S. Retirement & Benefits Partners, and all its firms. While our name is changing, there are no changes to how you contact us or access your account. You’ll continue working with the same team, committed to helping you reach your retirement goals. To learn more, visit Daybright.com.
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ERISA / Fidelity Bond for Plan Sponsors

HomeERISA / Fidelity Bond for Plan Sponsors

ERISA / Fidelity Bond for Plan Sponsors

All plans covered under ERISA require a Fidelity Bond. Listed below are two recommended providers who can assist you with obtaining a ERISA and / or Fidelity Bond for Plan Sponsors.

Colonial Surety Company

Quote and purchase bonds online—direct from Colonial.

Visit

Chartered Institute of Management Accountants (CIMA)

CIMA’s ERISA Bond (aka ERISA Fidelity coverage) program is for any business and we are licensed to issue ERISA bonds in all 50 states.

Visit

Contact Info

6201 Uptown Blvd NE · Suite 100
Albuquerque · NM · 87110

Phone: (888) 880-1283

Contact us: info@pensionplanningusa.com

Office Hours

Mon - Fri: 8:00 am to 5:00 pm (Mountain Time)

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