lost participant

Offboarding Employees from Your Retirement Plan
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
A full two-thirds of employees don’t receive guidance on managing their retirement plan benefits while offboarding. Leaving 401(k) or 403(b) balances behind can result in orphaned accounts that sit unmonitored and unmanaged by participants for years — as opposed to remaining an active part of their retirement planning. But this type of neglect can also  Read More →
Preventing Uncashed Retirement Checks
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has fiduciary responsibility when a former employee fails to cash their distribution. Search efforts to locate a missing plan participant consume time and money and may fail to locate the participant. Likewise, going through the process of turning over  Read More →
Spring 2018: Fiduciary Hot Topics
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
Spring brings new growth, longer daylight hours, and warmer days. But, the sunshine isn’t the only thing heating up! Check out our Fiduciary Hot Topics below for the latest regulatory updates which may impact your plan. The Future is Looking Cloudy for the DOL’s Fiduciary Rule In March, the Fifth Circuit of the U.S. Court  Read More →

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