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Money Purchase retirement plans that have insurance policies (other than ERISA fidelity bond); what rules apply? What rules apply when a money purcha


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Guest Enda80
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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.

Posted
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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