MarketSphereUP

MarketSphere Unclaimed Property Specialists employs a unique consultative approach that reveals the issues underlying your unclaimed property.

[MarketSphereUP @MarketSphereUP]

MarketSphere is pleased to now offer services specific to the retirement industry covering ERISA protected property within qualified retirement plans. The Retirement Reunification Services are spearheaded by Jason Sauer and will support fiduciaries to ana…https://t.co/08Sk1fjDfk

[MarketSphereUP @MarketSphereUP]

Holders should be aware that certain unclaimed property, such as rebate checks, issued during the pandemic, may soon reach dormancy. This article serves as a reminder to review these types of property and guidance for pre-escheat c…https://t.co/Uz4kfJu8O5 https://t.co/522kyQr9W3

[MarketSphereUP @MarketSphereUP]

Recently Jon D'Amato, Partner, Managing Practice Leader, and CEO at MarketSphere, crafted an article that was published on https://t.co/V7XiiWftET. In this article, Jon discusses retirement accounts and the factors than can contribute to these accounts be…https://t.co/BxcFfGcLsY

[MarketSphereUP @MarketSphereUP]

Recently Jon D’Amato, Partner, Managing Practice Leader, and CEO at MarketSphere, crafted an article that was published on . In this article, Jon discusses retirement accounts and the factors than can contribute to these accounts b…https://t.co/VyJIt488GS https://t.co/V7XiiWftET

[MarketSphereUP @MarketSphereUP]

It’s time to act and respond to the Delaware VDA invitations that were mailed in February 2023. Delaware is sending reminder notices.
#unclaimedproperty #escheat #marketsphere
https://t.co/DqM3r8cPmu https://t.co/784TY8phSv

[MarketSphereUP @MarketSphereUP]

The New England AFP 37th Annual Conference will be May 8-9 in Providence, RI. If you are attending the conference, join MarketSphere’s Tracy Olsen, VP of Strategic Solutions, on May 9th at 3:45 when she presents: Unclaimed Property Compliance – Best Pract…https://t.co/BNwqpdypVs

[MarketSphereUP @MarketSphereUP]

Register to attend this informative unclaimed property webinar.
https://t.co/XYbPuVYQ8Q
#webinars #unclaimedproperty #marketsphere #escheat https://t.co/621LsEXTNC

[MarketSphereUP @MarketSphereUP]

MarketSphere is attending the 2023 TEXPO conference in Dallas, TX April 16-18. We will be at booth #104 welcoming attendees and answering unclaimed property questions. Our subject matter expert, Heather Steffans will be on hand discussing solutions that t…https://t.co/XiSIMa5wWK

[MarketSphereUP @MarketSphereUP]

The California State Controller’s Office (SCO) has recently posted new information about the Voluntary Compliance Program (VCP). Learn more about the recent details released to holders. 
#marketsphere #unclaimedproperty #escheat https://t.co/VtbzLDEjcv

[MarketSphereUP @MarketSphereUP]

Another great UPPO Annual Conference is in the books. The MarketSphere team enjoyed all of the educational sessions, activities, and most of all, meeting with the attendees! We hope to see you again next year in Las Vegas. Until then, don’t hesitate to co…https://t.co/94z4qmrqpk

[MarketSphereUP @MarketSphereUP]

This article provides an overview of unclaimed property, the types of unclaimed property notices received by companies, and best practice recommendations on how to handle such notices. #unclaimedproperty #marketsphere https://t.co/6ork9AhAmh

[MarketSphereUP @MarketSphereUP]

All holders want to avoid unclaimed property non-compliance. Learn how you can uncover your potential risk by joining Jon D'Amato, Managing Partner, and CEO at MarketSphere, when he presents Risky Business on March 14th during the Unclaimed Property Profe…https://t.co/zD4UyqjnGZ

[MarketSphereUP @MarketSphereUP]

Michael Hughes, Partner, Strategic Solutions at MarketSphere, is a member of the Unclaimed Property Professionals Organization (UPPO) Scholarship Committee and has partnered with Book'em to organize a book drive at this years UPPO 2023 Annual Conference.…https://t.co/cv5yusLBCZ

[MarketSphereUP @MarketSphereUP]

Are you curious about what takes place during an unclaimed property audit? Clive Cohen, Partner, Chief Compliance Officer at MarketSphere Unclaimed Property Specialists, will present Mock Audit on March 13th at 3:30pm during the Unclaimed Property Profess…https://t.co/b9uvGwXsHN

[MarketSphereUP @MarketSphereUP]

Using tools like Excel can assist holders with their unclaimed property process. Join Bill Berger on March 12th at 3:30pm during the Unclaimed Property Professionals Organization (UPPO) 2023 Annual Conference in Nashville March 12-14 when he presents Exce…https://t.co/pblvWqUdOY

[MarketSphereUP @MarketSphereUP]

MarketSphere is pleased to acknowledge our own Heather Gabell for being the recipient of the 2022 Volunteer of the Year for the Unclaimed Property Committee award during the Nicsa Strategic Leadership Forum held on March 1-3, 2023. Thanks for all of your…https://t.co/kb8jV9ZZgH

[MarketSphereUP @MarketSphereUP]

If you are attending the Unclaimed Property Professionals Organization (UPPO) 2023 Annual Conference in Nashville March 12-14, plan to join your peers at one of the educational tracks presented by MarketSphere. Benjamin Bell Bell will lead off with a sess…https://t.co/aqNTosJRfX

[MarketSphereUP @MarketSphereUP]

If you are attending the Unclaimed Property Professionals Organization (UPPO) 2023 Annual Conference in Nashville March 12-14, plan to join your peers at one of the educational tracks presented by MarketSphere. Benjamin Bell Bell will lead off with a sess…https://t.co/ujwssX3242

[MarketSphereUP @MarketSphereUP]

Be prepared and check the mail for communication from the Delaware Secretary of State regarding the unclaimed property VDA Program. Holders have 90 days to respond. https://t.co/gNcUocp7Mk

[MarketSphereUP @MarketSphereUP]

https://t.co/ENuBeEVpFY https://t.co/hgjFMjhXJW