Guest Enda80 Posted March 18, 2009 Posted March 18, 2009 Money Purchase retirement plans that have insurance policies (other than ERISA fidelity bond); what rules apply? What rules apply when a money purchase plan has insurance policies? I do not refer to the ERISA fidelity bond.
Bill Presson Posted March 18, 2009 Posted March 18, 2009 Money Purchase retirement plans that have insurance policies (other than ERISA fidelity bond); what rules apply?What rules apply when a money purchase plan has insurance policies? I do not refer to the ERISA fidelity bond. Rules about what? Who owns it? How much can be spent? What income is reported?? You need to be more specific. William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
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