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Employee Retirement Income Security Act (ERISA) › Internal Revenue Service › Missing Plan Participants

Troutman Pepper Locke

IRS Issues Additional Guidance on Withholding and Reporting for Uncashed Retirement Plan Checks

Troutman Pepper Locke on

Uncashed checks can be an administrative headache for retirement plans, potentially raising fiduciary and compliance concerns. Why?...more

Keating Muething & Klekamp PLL

Benefits Monthly Minute - February 2025

Keating Muething & Klekamp PLL on

The February Monthly Minute highlights a new online ACA reporting alternative, the DOL’s temporary policy regarding escheatment of small retirement benefits owed to missing participants, and new guidance clarifying the gag...more

Faegre Drinker Biddle & Reath LLP

Forced Rollovers of Small Retirement Account Balances: What to Do with Missing Participants

Faegre Drinker Biddle & Reath LLP on

When a participant experiences a distribution event (e.g., terminating service with the employer), and when the participant does not affirmatively elect to take the distribution, a plan document may require that an account...more

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