Guest elizabeth Posted January 11, 1999 Posted January 11, 1999 WHAT IS THE BEST METHOD TO LOCATE MISSING PARTICIPANTS?
david rigby Posted January 11, 1999 Posted January 11, 1999 No one answer. Try: 1. other EEs, 2. phone book, 3. relatives in phone book, 4. internet search, 5. Social Security Administration, 6. IRS, 7. private locator services, 8. another organization that might have address, such as college alumni records, 9. forwarding address at phone company, etc. If this is a termination of a DB plan, then PBGC has a procedure (Missing Participant Program). I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
Guest gself Posted January 12, 1999 Posted January 12, 1999 Elizabeth: I've got an article on this topic which provides some details about the SSA and IRS programs. Panel Journals Journal of Pension Benefits Volume 2, Issue 1, Autumn 1994 Handling "Lost" Participants By ELINOR R. MERL and FRANCES G. SIELLER If you're interested, I can email it to you.
Guest elizabeth Posted January 13, 1999 Posted January 13, 1999 Could you please e-mail what you have to LisaLCA@yahoo.com. THANK YOU!
flosfur Posted November 14, 2000 Posted November 14, 2000 Originally posted by gself Elizabeth: I've got an article on this topic which provides some details about the SSA and IRS programs. Panel Journals Journal of Pension Benefits Volume 2, Issue 1, Autumn 1994 Handling "Lost" Participants By ELINOR R. MERL and FRANCES G. SIELLER If you're interested, I can email it to you.
flosfur Posted November 14, 2000 Posted November 14, 2000 I know of SSA program re: locating missing participants. But I have been unable to find IRS program! What is the internet address or the snail-mail address & phone/fax number. Could you please also send me info of 2/3 commercial locators, if you have it. Regards. Basharat
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