FAQ 192: Reports--Report for people over normal retirement age


Is there any type of report or data check that we can run to identify individuals who have attained the plan's normal retirement age?


The only thing you can do is sort the employees by Normal Retirement Date (EMPLOYEE application - File, Sort Employees and item 5 is sort by NRD). Then pull up a grid and they will be grouped together. You can then export them to Excel if you'd like.