EPCRSGuru Posted October 9, 2013 Posted October 9, 2013 Can anyone recommend software that would enable us to import participant data into Form 8955-SSA from an Excel spreadsheet? We are a large employer with multiple plans and many hundreds of terminated vesteds each year, and the mecahnics of filing these forms are very burdensome. if anyone has any advice to offer I'd be grateful.
ESOP Guy Posted October 9, 2013 Posted October 9, 2013 I know FT Williams and the program put out by Datair both allow that. I think but it has been years that the Relius program also allows one to do what you are asking. In fact I would be shocked if any of the big name 5500 software packages which all have the 8955-SSA software didn't allow one to electronically upload data.
EPCRSGuru Posted October 9, 2013 Author Posted October 9, 2013 We use ATX and it does not allow for electronic uploads.
Tom Poje Posted October 10, 2013 Posted October 10, 2013 While we use Relius for plan admin, I wrote a report that pulls that data and easily imports into FT William, but since it is an excel spreadsheet it wouldn't matter what software you have as long as you can get it into excel.
chc93 Posted October 10, 2013 Posted October 10, 2013 We use ftwilliam, and spreadsheet import is seamless... no problems at all. They provide an Excel template that is easy to populate.
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