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Purchase of First Fidelity Bond for a New Plan; When to Report?
BenefitsLink Message BoardsLink to more items from this source
Sept. 30, 2021

"I'm curious when most new (small) plans tend to acquire their first fidelity bond and how that affects reporting on Form 5500-SF. New plan didn't manage to purchase their bond during first year plan in effect (2020), and only purchased upon review in early 2021."

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