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Retirement Plans in General

If a retirement plan only has the owner as a participant, does the plan need a fidelity bond?

Guest Enda80

By Guest Enda80
May 15, 2008 in Retirement Plans in General

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https://benefitslink.com/boards/topic/38692-if-a-retirement-plan-only-has-the-owner-as-a-participant-does-the-plan-need-a-fidelity-bond/

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Guest Enda80

Guest Enda80

Posted May 15, 2008

Posted May 15, 2008

If a retirement plan only has the owner as a participant, does the plan need a fidelity bond?

J Simmons

Posted May 16, 2008

Posted May 16, 2008

I would think not in that you have described a non-ERISA plan and the bonding requirement is an ERISA one.

John Simmons

johnsimmonslaw@gmail.com

Note to Readers: For you, I'm a stranger posting on a bulletin board. Posts here should not be given the same weight as personalized advice from a professional who knows or can learn all the facts of your situation.

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