Fidelity Bond
13th Oct 2016
A type of insurance coverage providing protection for acts of fraud or dishonesty by covered individuals obtained through your business insurance carrier. The Department of Labor requires that all qualified plans have a fidelity bond in an amount no less than 10% of trust assets and no more than $500,000. Plans that do have a fidelity bond are subject to audit. Plan only covering owners and their spouses are exempt from this requirement.

Dedicated DB@ DedicatedDB
A Defined Benefit plan provides #retirement benefits for corporate board members who receive high salaries. See how… https://t.co/udADc6rmdF
9:00 PM • 24 June 2022







Dedicated DB@ DedicatedDB
Clients are looking at the world differently and #advisors are here to help. https://t.co/POMSnpfbi9
8:01 PM • 24 June 2022







Dedicated DB@ DedicatedDB
The increase in #smallbusinesses have created greater interest in retirement planning strategies for the self-emplo… https://t.co/xxDGXvjzvI
7:08 PM • 24 June 2022







Dedicated DB@ DedicatedDB
9 signs a client relationship is in danger. https://t.co/1GsJrXtyJI
7:03 PM • 24 June 2022







Dedicated DB@ DedicatedDB
What's next in #wealthtech? Innovators weigh in at INVEST 2022. https://t.co/oTSprapOES
5:10 AM • 24 June 2022







Dedicated DB@ DedicatedDB
Advisors, we have resources for you to help clients understand and build their #retirement plans. https://t.co/8at2JCWOtV