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Certificates, VA Plans, Budget, & Many unclaimed funds search services search by name first, rather than by Social Security number. How Much Do I Need to Save for Retirement. The National Registry is simple and free. Overall, the National Registry of Unclaimed Retirement Benefits is an excellent resource for locating missing retirement funds. Sites like MissingMoney.com, Unclaimed.org, or searching the National Registry of. The unclaimed funds held by the state are often from bank accounts, insurance policies, or your state government. If you find that there is a record of money owed to someone with the name that you enter, you will be asked to contact our office and supply additional identifying information to ensure that the money is definitely yours before it can be released. A few years ago, I received a strange notice in the mail: a former employer was discontinuing their retirement plan and I had 30 days to either roll my balance into a different account or receive a distribution from the plan. A traditional IRA would keep your money tax-deferred a Roth IRA would require you to pay taxes on the rolled-over amount, but with no taxes taken out when you withdraw it in retirement. Keeping all your retirement savings in one place helps you to keep track of how your investments are doing and whether or not youre saving enough to meet your retirement goals. If your account has less than $1,000, the firm is allowed to cut you a check for the amount and close your account. Rights & Protections, Training Exposure Depending on the year and the filing, you may have to search for the administrators name, but it will be there. /*-->