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ERISA Bond Application

2012 ERISA Bond Application

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Financial Literacy Resources
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Financial Literacy Brain Teasers

How literate are you when it comes to financial matters for you or your company? Here’s a fun, Jeopardy-style quiz to help you find out, and learn. Check back often for more quizzes!

Answer 1:
Working Beyond Retirement

Questions:

What is the title of Lisa’s new book?

What is the fourth leg for the three legged stool?

What is a mandatory requirement to receive social security?

Answer 2:
Automatic Enrollment

Questions:

What is one of the top compliance failures IRS discovered on exam?

What is a way to prepare for health care savings?

What is a new method to invest in hybrid cars?

Answer 3:
Top Heavy 401(k) Plan

Questions:

What is a plan that has great benefits to staff?

What is a plan that failed the ADP test?

What is a plan that has more than the majority of value to owners?

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Question 1 of 3

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