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The DOL-Approved Way to Handle Missing Participant Accounts

The DOL-Approved Way to Handle Missing Participant Accounts

Company-sponsored retirement plans, such as 401k and other defined contribution plans, would be much easier to administer without missing plan participants. But with the high mobility of today’s workforce and the fact that many former employees simply forget about their retirement accounts at their previous companies-it doesn’t seem likely the problem will go away any time soon.

Colton Groome and Co.

Colton Groome and Co.

Company Situation:Colton Groome and Company is Western North Carolina’s oldest independent financial strategies firm. They specialize in helping retirement plans achieve higher performance, lower costs by keeping the plan under one roof, stay compliant and reduce...

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April 7 – 9 / NAPA 401k Summit – Booth 812

Multiple Venues / Nashville, TNPenChecks is excited to be a part of the NAPA 401(k) Summit, the nation’s premier retirement plan advisory conference.  Come by and meet our team – we will be at booth #812. See you there!

April 15 – 16 / Pensions on Peachtree

Marriott Atlanta Northeast-Emory Area / Atlanta, GAPenChecks is proud to sponsor Pensions on Peachtree 2024! Come by and meet our team, connect and take advantage of all of the educational and engaging sessions.

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