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To what lengths should a sponsor go to obtain an address of a "lost" participant in order to supply the 401(a)5 notice?

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

Posted
To what lengths should a sponsor go to obtain an address of a "lost" participant in order to supply the 401(a)5 notice?

Well, there should normally be a consistent procedure in place for dealing with lost participants under the normal plan operations. This procedure would not change; it's just a part of the continous process of ensuring you retain current address information for all participants.

Good Luck!

CPC, QPA, QKA, TGPC, ERPA

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