Help - Search - Members - Calendar
Full Version: fiduciary bond required??
BenefitsLink Message Boards > Retirement Plans > Retirement Plans in General
PensionNewbee
Small company, 1 owner (100%) 4 employees. The 4 employees are excluded because they do not meet the age/service requirements.

Can this plan file a 5500-EZ? Is this plan subject to ERISA's fiduciary bond requirements?

Thanks!
Mike Preston
Yes.

No.
RBeck
Mike, why Yes to the bond?
Mike Preston
Questions answered in the order presented.
RBeck
darned dyslexia!
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2009 Invision Power Services, Inc.