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Retirement Plans in General

fiduciary bond required??

PensionNewbee

By PensionNewbee
April 15, 2003 in Retirement Plans in General

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https://benefitslink.com/boards/topic/19390-fiduciary-bond-required/

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PensionNewbee

PensionNewbee

Posted April 15, 2003

Posted April 15, 2003

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

Mike Preston

Posted April 15, 2003

Posted April 15, 2003

Yes.

No.

Guest RBeck

Guest RBeck

Posted April 15, 2003

Posted April 15, 2003

Mike, why Yes to the bond?

Mike Preston

Mike Preston

Posted April 15, 2003

Posted April 15, 2003

Questions answered in the order presented.

Guest RBeck

Guest RBeck

Posted April 16, 2003

Posted April 16, 2003

darned dyslexia!

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