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

Problem:

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?


Solution:

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.