Guest M. Pederson Posted July 29, 2014 Posted July 29, 2014 If a plan is terminated and its assets rolled into a new plan; how is the 8955-SSA information previously reported suppose to be handled? Does it need to be filed with deletions for all the previously reported participants and added to the reporting for the new plan?
Lou S. Posted July 29, 2014 Posted July 29, 2014 http://www.irs.gov/pub/irs-pdf/i8955ssa.pdf Report as D on the plan they are leaving. Report as C on the plan they are going to.
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