IRS Issues Erroneous Form 8955-SSA Penalty Notices Approximately 4,000 plan sponsors have recently received notices that erroneously inform them that the IRS is assessing a penalty due …

8955‐SSA. On November 21, 2011, ASPPA’s Government Affairs Committee (GAC) sent a letter to the IRS requesting the elimination of the signature requirement when IRS Form 5558 is filed …

9/22/2015 1 A Year in the Life of a Defined Benefit Plan Sheri Alsguth EA, CPC, MSPA Pinnacle Plan Design, LLC Joe Nichols

I. Form 8955-SSA Relief - ASPPA recommends that the IRS revise the due date for filing the 2009 and 2010 Form 8955-SSA as follows: • The filing deadline for the Form 8955-SSA for any plan …

•Does the 3½ month extension apply to Form 8955-SSA too? •The SAR must be distributed no later than 60 days after the latest date the Form 5500 may be filed….leading to a due date that …