Orange County: Technical Lunch Forum: Distributions, Loans and Un-Cashed Checks

Un-cashed checks are the Billion Dollar Question.  It is estimated there are over one billion dollars of un-cashed checks in qualified plans.  Why are there so many un-cashed checks?  What should be done with un-cashed checks and who should be taking care of this problem?  Join us to learn how this problem has developed, what should be done to take care of these checks and how to avoid the problem in the future.

Our speakers will be:

Deborah Kusmierz, CEBS, with the Capital Group
Tom Drosky, with PenChecks, Inc.

This Technical Lunch Forum will be held in the offices of the Capital Group Companies.  Check-in is open from 11:30 to 11:45 a.m.  Please arrive on time, as our program will begin promptly at 11:45 a.m.  Due to the special nature of this program, we cannot accept walk-ins the day of the event.

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