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Lost Participants: Welcome to the 21st Century

FIS Relius Education

Oct. 1, 2014
Recorded Online
Webcast

[Recorded online and available for purchase.]

The DOL has revised the rules for dealing with lost participants. This is a perennial problem for retirement plans and the new guidance removes obsolete government locator services in favor of internet searches.

This program will address the lost participant landscape in general and the new rules in specific to provide you with a thorough understanding of this important area. As always, we are happy to take your questions. Topics will include:

  • When is someone lost: Old rules and new
  • What happened to the locator services?
  • What searches should you do?
  • What if they are still lost?
  • Can you charge accounts for costs of searches?
  • Do you need to disclose those charges?
  • What alternatives are there for lost participant accounts?
  • Should you forfeit the account?
  • Should we expect help from the PBGC?

Prerequisites: There are no prerequisites or other advanced preparation for this program. The speaker will expect attendees will have a general understanding of the operation of 401(k) and other retirement plans.

Level: Overview

Instructional Delivery Method
Internet-Based

Speaker: S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award

Objectives: After viewing the presentation, an attendee should be able to:

  • List the steps plans should undertake to find lost participants
  • List the steps plans should undertake to find lost participants
  • List the alternatives for addressing lost participant accounts
  • Explain the requirements connected with charging for searches
  • Advise a client regarding forfeiture, rollovers, and other alternatives

Continue by clicking on the following link:
https://www.relius.net/Events/seminardetail.aspx?EID=26638

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