Compass Point co-founder Tom Nee recently shared his expertise with Sarah Skidmore Sell of the Associated Press for an article about lost retirement money. The article, which was republished in newspapers and on websites across the country, highlighted how easy it is to lose track of retirement accounts.
Sell writes, “While an employer should inform employees of their options when leaving, employees sometimes forget to complete the paperwork, said Thomas Nee, co-founder of Compass Point Retirement Planning. There is also little requirement or incentive for companies or plan providers to find beneficiaries.”
To read the full article on Associated Press Online to learn more about what you can do to uncover your lost retirement accounts: CLICK HERE