Gary Posted October 26, 2001 Posted October 26, 2001 I know of freeerisa.com, but the 5500 or sch b does not necessarily give all data I am looking for. For eg. I would like to be able to obtain the number of employees who left (during prior year) as a term vested and of those how many received lump sums and how many are deferring benefits. Also I would like to know the number that retired (during prior year) and how many took a lump sum and how many took an annuity. And how many new participants entered the plan during prior year. Anyone know where this info can be obtained?
Guest Keith N Posted October 26, 2001 Posted October 26, 2001 I don't think that type of information is in the "public domain" so you may have to try and find a survey. Maybe some of the big national firms (Wyatt, Buck, Towers) would have some general information. Why are you interested? Sounds like you want to chase some ambulances.
Gary Posted October 26, 2001 Author Posted October 26, 2001 Keith, I would like to be able to determine roughly the value of annuity and lump sum distributions in a given year. I liked your ambulance quote (It was witty). How did you mean it in this context, though?
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