missing participants

  • Roadblocks to Retirement Plan Success

    • July 20, 2020
    • Posted by: Jeff Atwell
    • Category: Economics, Financial Plan, Resources
    No Comments

    Retirement plan professionals and retirement plan sponsors should focus on implementing processes and procedures to assist the participants covered by the qualified retirement in saving for a dignified retirement.  This includes being aware of these five potential barriers to successful retirement outcomes. 

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  • Locating Missing Plan Participants

    • April 9, 2019
    • Posted by: Jeff Atwell
    • Category: Financial Plan, Resources
    No Comments

    Not documenting and attempting to follow the guidelines for the distribution of the following notices and disclosures can create an operational and fiduciary breach of duty by the named plan administrator, the plan sponsor.

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