Go back to blogFidelity 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.
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How long does it take to set up a Defined Benefit #retirement plan? Learn about this and more in our FAQs. https://t.co/rPqYz8o2wE
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Dedicated DB@ DedicatedDB
Here's how to connect with people, not just their money. https://t.co/pOIbcRxipx
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Dedicated DB@ DedicatedDB
We've simplified the process. Here are the 4 key steps to get started with a defined benefit #retirement plan. https://t.co/APxJdak88h
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Here are 6 questions your #financialadvisor should be asking. https://t.co/OBwEGnjOX9
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Check out our latest Client of the Week. It's about two California-based contractors who have pushed the boundaries… https://t.co/SaTi5Z6FPm
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Head’s Up Insight: Here’s Where SECURE 2.0 Falls Short https://t.co/USW6kEn4vQ