Browsing Tag
Retirement Savings Lost and Found
8 posts
Forgotten 401(k) Assets Hit $2.1 Trillion
The latest Capitalize analysis highlights an ongoing surge in lost 401(k) accounts
Bill Aims to Reconnect Workers with Lost Retirement Accounts
The “Unclaimed Retirement Rescue Act” would allow states to run unclaimed property programs for retirement assets
DOL Starts Collecting Data for Retirement Savings Lost & Found
SECURE 2.0 mandates the new online database go live by Dec. 29
Too Much Information: Group Says DOL Overreaches with ‘Lost and Found’ Database
ERISA Industry Committee demands scaling back of data needed for SECURE 2.0-mandated database set to go live by end of year
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…
How Bad is the 401(k) ‘Missing Participant’ Problem?
Research finds 1 in 5 retirement plan accounts has a stale address due to participant moves. Auto portability can help solve this.
What to do About Small and Missing 401(k) Accounts
Elizabeth Warren is on the hunt—for small and missing 401(k) accounts. The Massachusetts senator and liberal gadfly reintroduced…
Pennsylvania to Seize ‘Abandoned’ Retirement Accounts
It seems 401(k) auto-portability protection came just in time, as state encroachment into the retirement savings space continues. Pennsylvania…