Browsing Tag
Missing Participants
28 posts
5 Action Items for Successful Retirement Outcomes
Help is here for 401k plan advisors and plan sponsors to identify and address the five biggest potential…
April 7, 2020
DOL: 401k Plan Fiduciaries MUST Find Missing Participants
The Department of Labor (DOL) is busy this year focusing on both regulating and identifying missing participants in…
April 21, 2019
Two Major Regulatory Issues Dominating 401k Discussion
It’s not always easy for plan sponsors to communicate with participants. As technology changes how information gets shared,…
April 15, 2019
DOL’s Target for Missing 401k Participants Is ‘Zero’
At the 2019 NAPA 401(k) Summit, Assistant Secretary of Labor Preston Rutledge indicated the DOL’s long-term goal is…
April 12, 2019
3 Steps to Better Tax Treatment of Missing 401(k) Funds
What happens when 401(k)s are orphaned by employees? Like any other unassigned assets, they’re transferred to the states…
February 21, 2019
Missing Participants and Fiduciary Responsibilities: A Risk for TPAs
The Department of Labor (DOL) is aggressively investigating the practices and procedures of plan sponsors with respect to…
December 10, 2018
DOL Wants Your Opinion on 401k Auto Portability
Do you have a strong opinion about auto portability? Now’s the time to speak up. The Department of…
November 8, 2018
How Bad is the 401(k) ‘Missing Participant’ Problem?
Another arrow in the quiver for 401(k) auto portability. Retirement Clearinghouse teamed with Boston Research Technologies to conduct…
March 14, 2018