Unique Accounts with Unique Requirements

On March 26, 2019, John A. Biek presented on "Unique Accounts with Unique Requirements" at the 2019 Unclaimed Property Professionals Organization (UPPO) Annual Conference in New Orleans. The presentation covered the specific requirements and considerations for unique account types in the unclaimed property process, particularly with respect to traditional and nontraditional retirement/IRA accounts, beneficiary accounts, HSAs and FSAs.

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