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What Is the Purpose of a Fidelity Bond?
A fidelity bond is not for the company or the plan administrator. It’s for the retirement plan itself. If someone who has access to the plan’s money acts dishonestly or steals funds, the bond helps cover that loss.

Michelle Marsh
Jun 3


The A to Z of 403(b): A Guide to This Unique Plan
403(b) plans are the retirement solution designed specifically for nonprofits, educational institutions, and religious organizations.

Michelle Marsh
May 7, 2024


Profit-Sharing Plans Explained: 4 Types to Know
Profit-sharing plans are retirement plans that allow employers to share a portion of their profits with their employees.

Michelle Marsh
Mar 13, 2024


What You Need to Know About Multiple Employer Plans
Looking for a retirement plan that takes the hassle out of administration and compliance? Multiple Employer Plans (MEPs) may be your answer.

Michelle Marsh
Aug 18, 2023


Tax Deductions for Self-Employed Business Owners
It’s no secret that most people want to save on their tax bill. Like many, business owners are asking what they can do to keep their...

Michelle Marsh
Apr 19, 2023


10 Types of Employer-Sponsored Retirement Plans
Employer-Sponsored Retirement plans are a great incentive to add to your company due to their low cost and numerous benefits . When it...

Michelle Marsh
Feb 3, 2021
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