401(k) ALERT: Missing Participants & Stolen Assets
2023 Definiti Academy – Fall
Plan Sponsor Track
Taking its inspiration from true crime dramas, this presentation explores the case of missing plan participant “Mama Marge” and missing company funds connected from accountant “Candy Man.” Attendees gain insights into handling such situations from these fictitious examples to improve retirement plan management and administration.
Stephanie Mead
Senior Retirement Plan Consultant