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locating former employee of pension plan


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Posted

does anyone know of a way of locating (finding the name of) a former employee (not anyone specific, in general) or a current employee of a large company. I imagine if I had an SSA form (from Schedule b) that would be one way. DOes anyone have any other suggestions? It could be any former or current employee.

Posted

Gary, not sure I understand your question. The Form SSA is not open to public inspection. What are you trying to accomplish?

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.

Posted

David

You're right it's not open to the public. However, I'm trying to think of a way to locate a name (no one in particular) of a former employee of a particular company because there appears to be a problem in the way the company calculates the lump sum on behalf of some former employees. I'm just brainstorming and am curious to see if anyone had any ideas.

Posted

does the company exist anymore? if so, call the personnel dept. they may not help, but you have to ask first to find out.

Was the company acquired by another organization? if so, call them.

can you identify a current or former EA from a prior Schedule B filing? identify a current or former plan adminstrator from a prior 5500 or PBGC filing?

once you get one or two names, this might be a process of networking. keep notes.

let us know if you have any success.

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.

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