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Locating Lost Participants in Qualified Plans: Some Tips and a Change to an IRS Program
TRI-AD Link to more items from this source
Oct. 10, 2012
"[A]ccording to the DOL, plan fiduciaries should take the following courses of action to locate former employees when a plan is terminating ... These are also good steps to follow even if the plan is not terminating. Send a certified letter to the last known address ... Check related plan records ... Check with designated plan beneficiary ... Send a letter to the Social Security Administration (SSA) to forward to the former employee."

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