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Who has not claimed their 401(k) account?

Published

To confirm which employees have not claimed their 401(k) account, follow these steps in the Plan Sponsor Dashboard:

  • Go to Reports.
  • Click the dropdown menu labeled Select a report type.
  • Choose Unclaimed Employees.

This will generate a CSV file listing employees who have not yet claimed their account. The report includes their names, emails, hire dates, and eligibility dates.