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OUR PARTNERS partners

Our partners’ expertise in investment management and transaction processing allows us at Pollard to focus on our core competencies in consulting and administration. Pollard currently partners with several investment providers. We also have the ability to recordkeep individual brokerage accounts. Some of our most prominent partners include the companies below.

Pollard is eligible for programs that pay Indirect Compensation with some of our investment partners. Our Disclosure Document describes the arrangements between Pollard and any investment provider that may pay Indirect Compensation.
408(b)(2) Disclosure Document

 

Investment Options

Proprietary Funds Required

Advisor / Broker Involvement


Alerus Financial

Open architecture
Sponsor selects lineup of up to 30 funds
Thousands of funds from 100+ mutual fund families available

No

Suggested


Recordkeeper Direct: sponsor selects 20 funds from American Funds only
Plan Premier: sponsor selects up to 25 funds (20 of 25 funds must be American Funds; remaining funds selected from alliance fund families with 500+ funds available)

Yes

Required


Sponsor selects lineup of up to 32 funds
130+ funds from multiple mutual fund families available

No

Required


Sponsor selects lineup (unlimited in size) from available funds
200+ funds from 50+ mutual fund families available

No

Required

nass mutual

Sponsor selects lineup of generally 25 funds
Funds from 90+ mutual fund families available

No

Required


Sponsor selects lineup of generally 25 funds
90+ T. Rowe Price funds and 900+ nonproprietary funds available

Varies by plan size

Not required


Pollard partners with other select organizations to most effectively provide plan administration. Our additional partners include:


SunGard Relius is a premier provider of software solutions for the employee benefits industry.  Pollard utilizes SunGard’s integrated system for qualified retirement plans, which includes pension administration and recordkeeping, reporting, compliance testing and document generation.  

FT William provides access to high quality plan document and government forms software for the employee benefits industry.  FT William is part of the Wolters Kluwer family of businesses, a global provider of information, software, and services for business professionals. Pollard utilizes FT William’s 5500, 1099, and Web Portal software.


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Offering insurance products since 1930, Colonial Surety is a leading provider of ERISA Fidelity Bonds and fiduciary liability insurance. Colonial Surety is a national insurance company registered in all 50 states and is the largest direct seller of ERISA Fidelity Bonds in the U.S.

Federal law mandates that plan officials obtain an ERISA Fidelity Bond to protect plan assets from losses due to misuse or misappropriation. This bonding must be at least equal to 10% of plan assets, subject to minimum coverage of $1,000 and maximum coverage of $500,000 ($1,000,000 for plans that hold employer securities).

To obtain a quote for coverage, click on the application link to the left.