Guest EPS2 Posted October 22, 2008 Posted October 22, 2008 Terminating 401(K) Plan Participant dies before benefits are paid. There is no spouse. A beneficiary was named, but no address or social security number was obtained at the time the participant enrolled into the plan which was many years ago. The balance left is $210.22. We'd like to roll the money over into an approved IRA (which is what the doc says to do when there is a lost participant), but I don't think we can do that unless we tell the beneficiary...how can we though, when we don't know who it is, their social, or their address? Any suggestions?
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