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Financial Fridays 02/19/2016

February 22, 2016 By Jay Beltz

https://www.integritypension.com/wp-content/uploads/Financial-Fridays-02-19-2016-1.mp3

Jay joins Financial Fridays on Vegas All Net Radio as a guest speaker.

Filed Under: Uncategorized

Financial Fridays 01/15/2016

February 3, 2016 By Jay Beltz

https://www.integritypension.com/wp-content/uploads/Financial-Fridays-01-15-2016.mp3

Jay joins Financial Fridays on Vegas All Net Radio as a guest speaker.

Filed Under: Uncategorized

Financial Fridays 12/18/2015

February 3, 2016 By Jay Beltz

https://www.integritypension.com/wp-content/uploads/Financial-Fridays-12-18-2015.mp3

Jay joins Financial Fridays on Vegas All Net Radio as a guest speaker.

Filed Under: Uncategorized

Financial Fridays 11/20/2015

February 3, 2016 By Jay Beltz

https://www.integritypension.com/wp-content/uploads/Financial-Fridays-11-20-2015.mp3

Jay joins Financial Fridays on Vegas All Net Radio as a guest speaker.

Filed Under: Uncategorized

Obtaining An ERISA Fidelity Bond

January 8, 2016 By Jay Beltz

A fidelity bond is required by ERISA to protect against loss of plan assets caused by fraudulent or dishonest acts. It applies for every fiduciary of an employee benefit plan and every person who handles funds or other property of such a plan. A fidelity bond must have a minimum value of 10% of the assets in the plan in order to provide sufficient coverage. For plan sponsors unsure of where to obtain a fidelity bond, we recommend using Colonial Surety Company.

Disclosure: Integrity Pension Services LLC is a referral source for Colonial Surety Company and receives a fee for a successful referral.

Filed Under: Uncategorized

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Financial Fridays

  • Financial Fridays 02/19/2016
  • Financial Fridays 01/15/2016
  • Financial Fridays 12/18/2015
  • Financial Fridays 11/20/2015
  • Obtaining An ERISA Fidelity Bond

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