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Q&A: How do I find a long-lost retirement account?

Reader Question: Losing track of an old retirement account is easy to do. Thankfully, there are a few search tools and resources at your disposal.

Benchmarking Your 401(k) Funds

When was the last time you compared your plan to similar plans and reviewed participation, fees, and service providers? Let’s review 401(k) benchmarking and best practices!

Join 25,000+ others and receive weekly emails on financial planning, retirement and investment topics.You’ll also get our eGuide – “7 Personal Decision Points”

Our Approach to Your 403(b)

Why isn’t your plan working? It’s our goal to help you achieve 100% employee participation in your 403(b) plan. Better for your employees. Better for you.

Our Approach to Your 401(k)

Are you paying too much? We believe we can save you money. Greater savings is better for your employees, and better for you.

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¹The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey.

²Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.

³As of 03/19, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $4 billion in total assets under management and administration.

^✢Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

^✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

Financial Times, FT 300 Top Registered Investment Advisers, June 2016. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.