When an employer (or the proper withholding agent, like a plan administrator) issues a retirement benefit, there is generally an obligation ...

The guidance aims to standardize treatment and improve compliance regarding retirement distributions that are not immediately ...

Last week, the IRS issued guidance on withholding and reporting issues related to uncashed retirement plan distribution ...

So far this year the program has returned $9 million to residents. Another $12 million is about to be sent out.

Revenue Ruling 2025‑15 (available here) provides guidance on withholding and reporting obligations when a plan participant or beneficiary fails to cash a distribution check and a replacement check is ...

Unclaimed property — which includes uncashed checks, abandoned safe deposit box contents and more — is typically reported to treasury department staff after three years.

That check from PA Treasury is for real The second round of checks for unclaimed property have been mailed and should be cashed, state Treasurer Stacy Garrity says.

Ohio's new budget gives the state control of $1.7 billion in unclaimed funds. Here's how to check if your money is in that pool.

Ohio's new budget gives the state control of $1.7 billion in unclaimed funds. Here's how to check if your money is in that pool.

An unclaimed fund is money residents likely do not realize they have, from sources such as inactive bank accounts and uncashed checks, that is held by the state.