Compliance | August 16th, 2021 DOL Urges Recoupment of Uncashed Checks From Prior Recordkeepers Attorneys from Morgan Lewis suggest plan sponsors proactively reach out to prior providers to find out if there are any...
Administration | November 10th, 2020 Solutions for Missing Participants and Uncashed Checks Until guidance is issued about transferring amounts to state unclaimed property funds, plan sponsors will have to rely on the...
Compliance | October 26th, 2020 IRS Issues Guidance About Retirement Plan Accounts Transferred to Unclaimed Property Funds A revenue ruling addresses income tax withholding and reporting, and a revenue procedure adds to the list of waivers of...