Gadgetfreak Posted July 19, 2024 Posted July 19, 2024 Can anyone recommend a (paid) service for tracking down lost participants? Thanks in advance. ERPA, QPA, QKA
ESOP Guy Posted July 22, 2024 Posted July 22, 2024 I have worked with PBI for over 10 years. https://www.pbinfo.com/locate-missing-participants/ The thing I like about them is if you get the correct service the client will get a letter at the end describing the search and that people weren't found. It gives you something hard to point to if the DOL asks did the plan do its due diligence to find these people before forfeiting or forcing a lost participant out of the plan.
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