Locate the Impossible: How to Find Who's Missing and Fix What's Outdated

Berwyn Group

Every plan has them. The participants who moved without a forwarding address. The beneficiaries no one can reach. The records that stopped matching reality years ago. They feel impossible to find, until they aren't.

This session is for you if:

• Your address data is outdated and mail keeps coming back
• You have participants you've already marked unlocatable
• A beneficiary claim has stalled because you can't find the right person
• Gaps in your records are starting to feel like a liability
• You're preparing for a PRT, working through RMDs, or sitting on uncashed checks

Join The Berwyn Group for a working session on how to approach these searches, where to start, and what order to tackle them in for the cleanest results. Bring your toughest case. You'll leave with a clear plan for the search you've been putting off.

More Information, How to Register