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 to their “filing a late or incomplete” Forms 8955-SSA. ASPPA GAC spoke with a representative of the IRS on Friday, August 16, 2013. The

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 to extend the due date for filing Form 8955‐SSA. ASPPA requested that the exception granted

•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 could run beyond the end of the year following the year for which data is reported on the SAR. –12/31/2016 filing; extend to 11/15/2017; SAR due 01/15/2018

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 year beginning in 2009 and 2010 should be changed to no earlier than 180 days following the date: (a) the IRS releases the

Jun 28, 2024 · A May 21 Senate Finance subcommittee hearing that purported to be about strengthening Social Security morphed into a critical discussion of the merits of the defined contribution system and industry.

Aug 2, 2024 · Keeping abreast of the whereabouts and life status of retirees and beneficiaries — and even terminated vested participants — are increasingly important fiduciary responsibilities. A recent newsletter discusses why this is the case and how it may be accomplished.

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