Compliance Questionnaire Help Guide

Was your plan covered by a fidelity bond?. Most plans on our platform are required to maintain a fidelity bond (insurance coverage) to protect against theft. The minimum coverage amount is the greate…

Chandler Julian
Updated 1 week ago by Chandler Julian

Fidelity Bonds for Your Retirement Plan

Under Department of Labor (DOL) regulations, your retirement plan will need to maintain an ERISA Fidelity Bond. A fidelity bond protects the assets in the plan from misuse or misappropriation by the…

Chandler Julian
Updated 4 months ago by Chandler Julian

Fixing Common Plan Mistakes

There are two primary federal government agencies that provide programs for employers to correct plan mistakes - the Internal Revenue Service (IRS) and the US Department of Labor (DOL). Each agency h…

Chandler Julian
Updated 1 day ago by Chandler Julian

What if I own multiple companies?

What if I own multiple companies? If you own multiple companies, you might have a control group or affiliated service group. Control groups and affiliated service groups can create situations where y…

Chandler Julian
Updated 2 weeks ago by Chandler Julian