“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|Purchase of First Fidelity Bond for a New Plan; When to Report?|
BenefitsLink Message Boards
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."
|Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the link above).|
|An important word about authorship: BenefitsLink® is providing a hypertext link to the item shown above, but is not the author of the item (unless otherwise specified).|