Browsing Tag
Missing Participants
28 posts
6 Steps to a Strong Missing Participant Policy
Retirement Clearinghouse’s Tom Hawkins shares keys to building a policy that will fulfill a plan sponsor’s fiduciary duty
‘Lost & Found’ Database: DOL Seeks Recordkeeper Help
EBSA calling for voluntary info to build SECURE 2.0-Mandated Tool
A More Enlightened Approach to Uncashed Distribution Checks
How auto portability can solve the problem of uncashed checks that draw regulatory scrutiny and could trigger a plan audit
Should They Stay or Should They Go?
When it comes to 401(k) participants no longer working at a company, Innovest’s Kyli Soto and Troy Jensen take inspiration from The Clash classic in suggesting why plan sponsors might want to provide nudge toward moving those assets out of plan
No One is Coming to Save You From Missing Participants
Tom Hawkins has a lesson for plan sponsors who must confront the scary problem of missing participants
5 Tips for Documenting Missing Participant Searches
Tom Hawkins provides prudent guidance to help plan sponsors better document their missing participant search efforts
Forgotten 401(k) Accounts Hit $1.65 Trillion in Assets
The updated analysis from Capitalize finds forgotten accounts have grown by 20% in the last two years
As Time Passes, the Gains Become Harder
Tom Hawkins observes that the nearly 45-year-old defined contribution system may face diminishing returns as it tries to generate future growth, and offers a smart "workout plan" to help increase retirement security
The Important Task of Determining Participants’ Life Status
How advisors can help plan sponsors deal with the uncomfortable issue of deceased participants
Dialing Up the Intensity of Missing Participant Searches
Understanding how (and when) to increase the intensity of a missing participant search is vital to fulfilling a plan sponsor’s fiduciary duty