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Barbara Weltman

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Finding missing plan participants

October 17, 2014 / By Hudson Fusion

If you need to locate a former participant or beneficiary of your company’s qualified retirement plan, the Department of Labor has a list of acceptable ways to locate them, including using free online searches. The failure to follow government rules can result in penalties or, in the extreme, the loss of qualified status for your retirement plan.

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Small business ideas, business tax news and small business consulting from Barbara Weltman to provide business owners with the information they need to succeed. Visit our small business blog, Idea of The Day®, small business books and articles on small business taxes, small business finance and small business legal advice.

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