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2023 Chapter Additional resources

Chapter 5 Retirement:

IRS Publication 590-B

Check for abandonment of 401(k):

  • State location for abandoned property
  • National Registry of Unclaimed Retirement Benefits.com
  • Dept. of Labor Abandoned Plan 401(k) PBGC Trusted Pension Plan List

“I think all Chapter 5 instructors, Retirement, should have Publication 590-B as well as 2 related articles about hardship distributions from the Journal of Accountancy. They are free on the web.” Carol Wright

https://www.pbgc.gov/wr/missingp/resources/additional-external-resources-for-finding-an-unclaimed-pension

https://unclaimedretirementbenefits.com

https://www.irs.gov/retirement-plans/missing-participants-or-beneficiaries

FinCen Issues Initial Beneficial Ownership Reporting Guidance

Thank you to Carol Wright, Kristine Tidgren, and Adam Kantrovich for the Chapter 5 additional resources/information.

Chapter X