About This Course

Unearth Funds You Had Forgotten About

We’ll guide you through a streamlined approach, starting with reconnecting with past employers, tracking down plan administrators, exploring state unclaimed property databases, and, if needed, consulting a Retirement Plan Specialist. This practical course is designed to equip you with the tools and knowledge needed to efficiently locate and secure any lost retirement funds.

The course is accessible online at any time, so you can complete it when it’s convenient for you.