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Missing Participants: End of the Year Clean Up


As a plan fiduciary, you are responsible for your keeping track of former employees with account balances, a.k.a. missing participants. The DOL and IRS are paying more attention to plan sponsors’ efforts to identify and locate these participants, especially when uncashed checks and approaching RMDs are involved.


If you have missing participants, the first step in locating them is to get your plan in order. By cleaning up your plan, you will be able to identify the participants and then take the necessary steps to locate them.


This easy-to-use checklist can help you take control of former employees and your missing participant problem.


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PWMG 401(k) Advisors

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WORCESTER

324 Grove Street
Second Floor

Worcester, MA 01605

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CHICOPEE

450 Memorial Drive, Suite 407

Chicopee, MA 01020

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Phone: (855) 508-401k
Fax: (508) 519-8426

Web: www.pwmg401k.com

Email: info@pwmg401k.com

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