April 2011

Form 5500 Update: IRS Issues Guidance on Replacement to Schedule SSA

1 min


Until April 20, 2011, plan administrators can submit either the old Schedule SSA or the new Form 8955-SSA to report terminated participants who have deferred vested benefits, for any filings they are making for the 2009 or 2010 plan years. However, after April 20, 2011, plan administrators must use the new Form 8955-SSA. Therefore, plan administrators should take steps now with their recordkeepers to make sure that this new filing requirement will be satisfied.

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