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Compensation Strategies Group, Ltd.
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Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
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The Pension Source
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Merkley Retirement Consultants
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DWC ERISA Consultants LLC
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Nova 401(k) Associates
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July Business Services
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Defined Benefit Specialist II or III Nova 401(k) Associates
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BPAS
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EPIC RPS
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BPAS
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Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
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The Dreaded Census Questionnaire: Fidelity Bond Requirements (PDF)
Ekon Benefits
Feb. 12, 2016
"ERISA fidelity bond coverage is necessary protection for your employee benefit plan. Inadequate fidelity bond coverage, as listed on the annual Form 5500, could trigger a DOL audit. Your TPA is requesting this information ensure that your Plan's fidelity bond meets the bond amount requirements and that all plan officials requiring coverage are properly bonded."
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