Lost and Missing Participant Issues

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February 15, 2017
12:00 PM - 1:00 PM ET

Join us for a webinar as we discuss the issue of lost and missing participants in the context of the qualified plan rules and ERISA—including related tax and fiduciary implications—and provide practical advice on handling lost and missing participant benefits.

Topics will include:

  • Determining whether to forfeit benefits, and when
  • How to address missing participants/stale check owners
  • Addressing uncashed check liabilities


Amy Pocino Kelly | Partner, Morgan Lewis

Mark Simons | Of Counsel, Morgan Lewis

Mark Sweatman | President, Risk Compliance Performance Solutions, LLC


Please contact Olive To at olive.to@morganlewis.com.

CLE credit: CLE credit in CA, FL, IL, NJ (via reciprocity), NY, PA, TX, and VA is currently pending approval.