3-B-2 - Missing Participants and Post-NRA Issues

Plans are continuing to experience problems with missing participants, many who may be past the Normal Retirement Date. Do you know what to do when you are trying to terminate the plan and can’t locate someone? What about when people appear after age 65 or age 70? Get some help with your questions as our panel reviews how to determine the benefits that should be provided when people reappear, and thoughts on what to do if they don’t.

Speakers:

Kevin Allen Gontowski

WTW

Representative

U.S. Department of Labor

Representative

Internal Revenue Service

Representative

Pension Benefit Guaranty Corp.

Credits:

CPD Credit: 1.50 EA Core Credit: 0.00 EA Ethics Credit: 0.00 EA Non-Core Credit: 0.00 EA Formal Credit: 0.00