I have heard from a couple of clients recently who have received a penalty notice from the IRS for purportedly filing a late or incomplete 2022 Form 8955-SSA (the IRS form that plan sponsors use to ...

A new FAQ from the Internal Revenue Service addresses when a plan administrator may answer “yes” to Question 8 on the new Form 8955-SSA, affirming that the required information was timely furnished to ...

The problem involved Form 8955-A, "Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits." The American Retirement Association contacted the IRS last week to ...

The Internal Revenue Service has extended the filing due date for the 2009 and 2010 Form 8955-SSA, “Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits.” The ...

As readers may be aware, a qualified retirement plan or a Section 403(b) retirement plan is generally required to report information about separated participants with deferred vested benefits under ...

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The Internal Revenue Service has proposed removing a small but irritating problem for many employee benefit plan sponsors, according to a recent Segal Compliance Alert. Processing Content The rule, ...