Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Bates & Company, Inc.
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AimPoint Pension
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Locating Lost Participants in Qualified Plans: Some Tips and a Change to an IRS Program
TRI-AD 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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