Event

Lost and Missing Participant Issues 2018

April 05, 2018
12:00 PM - 01:00 PM ET
11:00 AM - 12:00 PM CT
09:00 AM - 10:00 AM PT

Please 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
  • Handling DOL audits and investigations

QUESTIONS?

Contact Rosarin Watanasanticharoen.


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