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Unlocated Participants


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Guest Emiliano
Posted

Client has a terminating defined contribution plan and is unable to locate more than a few former employees who resided in Puerto Rico. What should the client do?:confused:

Posted

Several prior discussions on this topic, although they may not deal with Puerto Rico.

You might try a search using "missing participants".

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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