ASPPA Webcast: Abandoned Plans and Dealing with Missing Participants

By ASPPA Net Staff • November 27, 2017 • 0 Comments
Available until March 20, 2019

Speaker: Elizabeth (Liz) Yanik, QKA, ERISA Compliance Consultant, Unified Trust Company, N.A.

Experience Level for Attendees: Intermediate

IRS Program Number: CZTXU-Q-00851-18-O

Webcast Outline | Appendix


What do you do when plan sponsors and/or participants go missing? In this webcast, discuss the definition of an abandoned plan and what should happen when you have one. Topics include: defining a qualified termination administrator, steps for locating missing participants and an overview of the new PBGC Missing Participants Program.

Key Takeaways:
1. Determine when a plan is abandoned and next steps
2. Identify methods to handle missing participant accounts
3. Receive an overview of the new PBGC Missing Participants Program

Registration Deadlines: 
On-Demand: 3/20/2019

CE Credit: 2 ARA, 2 ERPA, 2 JBEA Noncore

About the Speaker

Elizabeth (Liz) Yanik, QKA, has been in the retirement industry for more than ten years. She is currently an ERISA Compliance Consultant at Unified Trust Company, N.A., assisting clients with unique situations that may arise with their retirement plans. Liz has a background in the bundled services environment with a focus in recordkeeping and third-party administration. She recently presented at the 2017 ASPPA Annual Conference and enjoys keeping up with the ever‐changing ERISA environment.

Individual Viewer Additional Viewers 
ASPPA Member: $115 ASPPA Member: $45
Non-Member: $190 Non-Member: $70


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General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.


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