March 24, 2026 | By Jayda Haschalk
Is Your Retirement Plan Properly Handling Forfeited Account Balances?
Forfeitures from a defined contribution retirement plan are often a component that receive limited attention unless issues arise. As we move into 2026, forfeiture handling should no longer be treated as an operational afterthought. Plan sponsors should instead take a proactive approach to managing and utilizing forfeitures to help mitigate compliance risks and potential exposure to class action litigation.
