35 Pinelawn Road, Suite 103E

Melville, New York  11747

Phone: 631-425-0591

Cell:  631-721-8109

Fax:  631-425-0737

Email: ed@tlcpension.com

 
FAQ

Frequently asked questions go here.

Qusetion #1 - Does my Plan require a Fiduciary Bond?

Answer - If the Plan covers any common law employees it is required to carry

a Bond in the amount of 10% of the value of the Fund up to $500,000 maximum.  There are complicating issues if the Plan invests in non-traditional items or things not held in a bank, brokerage, insurance company or similar institution.  You can obtain this bond directly through your Insurance Broker, or you can contact TLC for assistance in obtaining this coverage. 

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