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The rules for dealing with lost participants continue to evolve. Lost participants are a perennial problem for retirement plans and the recent guidance tends in favor of internet searches.
This program will address the lost participant landscape in general and the new rules in specific to provide you with a thorough understanding of this important area. As always, we are happy to take your questions.
Topics will include:There are no prerequisites or other advanced preparation for this program. The speaker will expect attendees will have a general understanding of the operation of 401(k) and other retirement plans.
Level: Overview.NASBA Field of Study: Taxes
Speaker: David Schultz, J.D.Objectives: After attending this seminar, attendees should be able to:
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