Are Changes Needed to the Plan?

Are Changes Needed to the Plan?

by | Aug 1, 2023 | Uncategorized

Are Changes Needed to the Plan? As time goes by, the needs of a company and the needs of the participants evolve, and a plan may need to be amended to keep up with those changes. This is a good time of year to review plan provisions and determine if any changes are...
Bonds: Is your plan covered?

Bonds: Is your plan covered?

by | Aug 1, 2023 | Uncategorized

Bonds: Is your plan covered? The Employee Retirement Income Security Act (ERISA) requires coverage to protect the plan from losses due to fraud and dishonesty. There are three main types of bond coverage for retirement plans: fidelity bonds, fiduciary liability...