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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Retirement Plan Administration Consultant Blue Ridge Associates
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Regional Vice President, Sales MAP Retirement USA LLC
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Retirement Relationship Manager MAP Retirement
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BPAS
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How to Avoid the Need to Submit Any Information to the DOL Lost and Found Database
PenChecks 
[Guidance Overview] Feb. 13, 2025 "the DOL asks for information for participants who (i) have separated from service, (ii) are owed a plan benefit, and (iii) are age 65 or older. Those three criteria are identical to the ability to process a force-out distribution without participant consent. No information needs to be submitted to the Lost and Found Database if you require any participant satisfying these three criteria to take a distribution (including by force-out distribution)." MORE >> |
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