We recommend plan sponsors always keep an up-to-date permanent listing of missing participants as part of their retirement plan record. Learn More >
Strategies to consider to avoid lost participants in your plan. Learn More >
A major frustration in plan administration is locating employees who have left the employer and have not provided a forwarding address for the processing of any benefits due to them from the plan. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
Many retirement plans are written using Internal Revenue Service (IRS) preapproved documents, known as master and prototype or volume submitter plans.
A note to plan sponsor in regards to the CARES Act