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How Much Fidelity Bond Coverage Are We Required to Have?

DWC 05/12/20
DWC 401(k) Q&A Question of the Week: How Much Fidelity Bond Coverage Are We Required to Have? - Retirement Plan Compliance
Facts We are in the process of reviewing all our various business insurance policies to determine which ones we need to keep, update, or eliminate.  One the coverages on our review list is the fidelity bond for our 401(k) plan.  Although our plan does invest some in regular mutual funds (about $200,000), the plan also holds some non-traditional ...
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Can Participants Invest Their 401(k) Accounts in Real Estate?

DWC 10/16/18
QOTW - 10.16.2018 - Can Participants Invest Their 401k Accounts in Real Estate - Plan Compliance
Facts I am the 100% owner of my company, and we have a 401(k) plan that allows all our employees to direct the investment of their own accounts from a menu of mutual fund options via our recordkeeper’s website.  The plan has been in place for a while.  Not only have total plan assets grown quite a bit, but I have personally accumulated a ...
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An In-Depth Review of Real Estate in 401(k) Plans | Part 1

Adam C. Pozek 04/25/11
“Real estate doesn't interest me. It's no doubt a great flaw in my personality, but I can't think in terms of boundaries. Those imaginary lines are as unreal to me as elves and pixies.”  -- Kurt Vonnegut, Jr.
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The views expressed in this blog are those of the authors and do not necessarily represent the views of any other person or organization. All content is provided for informational purposes only and is not intended to be tax or legal advice.

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