4 Required Search Steps: DOL Issues Updated Guidance for Locating Missing Participants (PARTNER’S EDGE NEWSLETTER 10.2014)
In mid-August 2014, the Department of Labor (DOL) issued updated guidance for locating missing participants who have an account balance in a qualified defined contribution plan that is terminating. While the fiduciary’s responsibilities for locating missing participants haven’t changed, the guidelines for finding them have.
Plan fiduciaries who have attempted to reach a plan participant using their last known physical address and/or email address unsuccessfully, should proceed as described in these 4 required search steps… READ MORE
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