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The DOL has revised the rules for dealing with lost participants. This is a perennial problem for retirement plans and the new guidance removes obsolete government locator services in favor of internet searches.
This program will address the lost participant landscape in general and the new rules in specific to provide you with a thorough understanding of this important area. As always, we are happy to take your questions. Topics will include:
Prerequisites: There are no prerequisites or other advanced preparation for this program. The speaker will expect attendees will have a general understanding of the operation of 401(k) and other retirement plans.
Level: Overview
Instructional Delivery Method
Group – Internet-Based
Speaker: S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award
Objectives: After viewing the presentation, an attendee should be able to:
How To Participate
You will need a phone (speakerphone, for multiple participants sharing the Primary registrant’s authorized connection) and Internet Access. The graphics presentation and illustrations will be viewed via the Primary registrant’s Web connection, while the speaker audio portion will be via the Primary registrant’s telephone.
Select the "Fees" link on the right side menu of this page for more information about who is authorized to connect to the program, and for the cancellation/transfer policy.
Program related requests, questions, or concerns may be emailed to: relius.education@sungard.com.