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View More FIS Relius Education Webcasts and Conferences

Lost Participants: Modern Tools for an Age-Old Problem [2018]

FIS Relius Education

July 16, 2018
Recorded Online
Webcast

The rules for dealing with lost participants continue to evolve. Lost participants are a perennial problem for retirement plans and the recent guidance tends 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?
  • How can the PBGC help?
  • How should RMDs to lost participants be handled?    

After attending this seminar, attendees 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
  • Resolve questions about making RMDs to lost participants

Speaker: David Schultz, J.D.

More Information, How to Register

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