401k Best Practices

Proven Strategies to Grow a Successful 401k Practice

Sample Missing Participant and Uncashed Checks Policy (MS Word/Canva)

Sample Missing Participant and Uncashed Checks Policy (MS Word/Canva)
Download MS Word VersionAccess Canva Version

Sample Missing Participant and Uncashed Checks Policy

Provide your Plan Sponsors with a sample Missing Participant and Uncashed Checks Policy.

Includes a Word Doc version and a Canva version (pick your preferred format).

 

 

**NOTE: Any document the plan sponsors / committee adopts becomes a legal plan document and must be followed.