Monthly Archives: October 2020

Locating Next-of-Kin and Surviving Spouses – An Easy & Fast Solution

Professionals who have fiduciary responsibility, such as pension plan trustees, plan administrators, and members of a plans’ investment committees, are required to locate next-of-kin, beneficiaries, or surviving spouses when plan participants or policyholders are reported as deceased. Steps to Locate Plan or Missing Participants Fiduciary professionals are required to conduct “diligent search” requirements as required […]