pension beneficiary search

The difference between comprehensive Locate services and simple data updates. Pension plan professionals – plan sponsors, trustees, administrators, etc. – have a fiduciary responsibility, actually a requirement, to conduct diligent searches for participants and beneficiaries.  There are various methods to doing this.  Knowing the difference will not only help ensure you are meeting your fiduciary obligations; but, will also best prepare you for any possible regulatory reviews or audits (DOL/IRS). The most inexpensive and [...]