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
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
7:59 PM • 27 January 2023







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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Dedicated DB@ DedicatedDB
Here are 6 questions your #financialadvisor should be asking. https://t.co/OBwEGnjOX9
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Dedicated DB@ DedicatedDB
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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Dedicated DB@ DedicatedDB
Head’s Up Insight: Here’s Where SECURE 2.0 Falls Short https://t.co/USW6kEn4vQ