Presentation

Plan Sponsor Basics: Lost and Missing Participant Issues

May 21, 2013

On May 21, 2013, Morgan Lewis presented the third installment of our 2013 Plan Sponsor Basics webinar series, which focuses on the day-to-day issues that many plan sponsors face in the design and operation of their retirement plans.

This webinar discussed the issues that frequently arise with lost and missing participants, including determining whether and when to forfeit benefits, escheating benefits, claiming uncashed checks, and determining the required beginning date.

Panelists
John G. Ferreira | Partner, Pittsburgh
Susan D. Lastowski | Senior Benefits Advisor, Philadelphia

Upcoming Plan Sponsor Basics Webinars
June 18 | Preparing For and Managing Plan Audits
Sept. 17 | Mergers, Acquisitions, and Other Corporate Transactions
Oct. 15 | Fiduciary Issues for Retirement Plan Sponsors