alexa Posted April 30, 2009 Posted April 30, 2009 We are going to try the IRS service Can we send 49 letters to them and then another couple batches of 49 without being charged? What other services including locator services , websites, etc... are out there? thanks Laxy
Andy the Actuary Posted April 30, 2009 Posted April 30, 2009 You may find value in: http://www.ssa.gov/foia/html/ltrfwding.htm The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
AndyH Posted April 30, 2009 Posted April 30, 2009 Now watch Donkey Kong add his stupid picture to the gallery.
BG5150 Posted April 30, 2009 Posted April 30, 2009 I've had some success with Accurint. Not sure how much they charge, because I was with a large company at the time, so I'm sure we got a volume discount. QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
Effen Posted April 30, 2009 Posted April 30, 2009 Our clients have had pretty good luck with the Berwyn Group. I thought their pricing was very reasonable. https://www.berwyngroup.com/db/Home.asp Plus their logo looks like your avitar which I'm sure is highly significant... The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
david rigby Posted April 30, 2009 Posted April 30, 2009 We are going to try the IRS serviceCan we send 49 letters to them and then another couple batches of 49 without being charged? Not quite. It's 49 or fewer in a 12-month period. This is the <50 program: http://www.irs.gov/retirement/article/0,,id=110139,00.html This is the 50+ program: http://www.irs.gov/retirement/article/0,,id=110142,00.html 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.
david rigby Posted April 30, 2009 Posted April 30, 2009 No. Not "for plans" per se. Think of it generically, as a letter forwarding program, rather than a lost 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.
BG5150 Posted April 30, 2009 Posted April 30, 2009 No. Not "for plans" per se. Think of it generically, as a letter forwarding program, rather than a lost participant program. But you need a compelling reason to use the service. You just can't use it to track down a dead-beat ex-wife or a long-lost pal from first grade. (Of course, locating someone for benefits purposes is a compelling reason) QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
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