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Preretirement Death - Who Should Receive the Death Benefit?

Written by Lisa Tomlin

Retirement plan documents are the rulebooks for determining the amount, form, and timing of benefits for plan participants and their beneficiaries. Even with well-written documents, there are still situations that may cause a plan administrator to trip and fall if not careful.

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Finding Lost Participants: Best Practices from DOL Guidance

Written by Whitney Coppinger

The Department of Labor (DOL) released guidance August 2014, Field Advisory Bulletin 2014-1 (FAB 2014-1); directing terminating defined contribution plan sponsors on how to find lost participants. While this guidance is focused on terminating plans, it can be useful for ongoing plans as well.

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