The Definitive Guide to Missing Participants in Retirement Plans

The definitive guide to the problem of missing participants in 401(k) and 401(k)-like plans, providing answers to key questions, as well as information and ...

Missing Participants Best Practices for Pension Plans

This document is about best practices that pension plan fiduciaries can follow to address the problem of missing or nonresponsive plan participants.

Guide to Missing Participants or Beneficiaries - Silverseal

Job change: When a retirement plan participant changes jobs, this could lead to them becoming a missing participant. · Plan changes: Changes to a plan, such as ...

Missing participants or beneficiaries | Internal Revenue Service

The IRS will no longer process requests to locate retirement plan participants or beneficiaries. ... a terminating plan if a participant ...

Missing Participants Guidance - U.S. Department of Labor

... a federal government site. Https. The site is secure. The https ... Retirement Plans; Missing Participants Guidance. Missing Participants Guidance ...

A Fiduciary's Guide to Locating Missing Retirement Plan Participants

Partner and Head of Retirement Plan Consulting at… ... Keep reading to understand why it is important to find missing participants, how to prevent ...

Lost Participants – What Employers Need to Know

A participant is considered “lost” when they terminate employment, leaves a partially or fully vested account balance in the plan, and then fails to provide

Locating Missing Plan Participants - SHRM

Retirement plan fiduciaries can get help to locate and distribute retirement benefits to missing plan participants under guidance that the U.S. Department ...

EBSA Releases Latest Guidance on Missing Participants

Best Practices for Pension Plans describes a range of policies and procedures fiduciaries of retirement plans, such as 401(k) plans, should consider taking to ...

How to Handle Retirement Plan Missing Participants - INTAC

The inability to locate missing participants puts the plan sponsor at risk for noncompliance due to failure to transfer funds, pay required minimum ...

Tackling the problem of missing participants | Capital Group

Over the past decade, the problem of missing retirement plan participants — those with a balance in their former employer's qualified retirement plan (e.g., ...

Learn about the regulations that apply to missing participants

DOL Best Practices for Pension Plans: Describes a range of best practices fiduciaries of retirement plans, such as 401(k) plans, should consider as steps their ...

Locating Missing Retirement Plan Participants - LexisNexis

This article addresses the steps that plan sponsors and fiduciaries must take to locate and notify missing participants in qualified defined contribution and ...

Missing participants in a retirement plan | LaPorte

Not only can a missing-participant problem be an administrative nightmare for the plan sponsor, it may also be costly, since many record-keepers ...

Missing Participants: What Plan Sponsors Need to Know About the ...

When workers change jobs and relocate, plan sponsors face several challenges, including locating former employees who have left funds in a qualified retirement ...

Missing 401(k) Participants Cannot Be Ignored - perfect401k.com

Locating missing plan participants can be a headache for any employer, but simply ignoring them is not an effective solution.

Locating Missing Participants in Retirement Plans | Practical Law

A Practice Note providing guidance to plan administrators on locating missing participants to satisfy their fiduciary obligations as well as the available ...

Best Practices Guide to Locating a Retirement Plan Missing Participant

Best Practices Guide to Locating a Retirement Plan Missing Participant · Initiate periodic data “scrubbing” efforts at termination. · Utilize “ ...

Finding Missing Participants in Your Defined Contribution Plan

Finding missing participants can be frustrating and time-consuming, but employers and plan sponsors have the fiduciary responsibility to provide ...

Tips for finding an unclaimed retirement benefit

Search PBGC's two databases of retirement plans in the Missing Participants Program. Plans either 1) transfer unclaimed benefits to PBGC or 2) ...