Jerry Erisa Posted February 10, 2015 Posted February 10, 2015 The IRS released the official 2014 version of the 8955-SSA on Thursday, Jan 29, 2015. All the major Form 5500 series vendors (Datair, FTWilliam, Relius/Corbel ) are probably working to bring their electronic version to the market as fast as possible. I am noticing that some are not ready to release their 2014 version yet. Questions 1). What is the rest of the Benefits Community seeing? One has to fight the urge to compare vendors, but it is a natural business question to wonder if one or more vendors are faster than others. 2). Any information on your preferred vendor? Thanks
Tom Poje Posted February 10, 2015 Posted February 10, 2015 well pleased with FT William. they told me when I create the 5500, I can create the form 8955-ssa as well, and as soon as the form are available the system will simply convert what is on the 2013 form into the 2014 form. for me the biggest plus is the easy import function. I wrote a custom report to pull the data from Relius and import write into the second page of the form, so I never have to enter names, etc. in addition, once I get enough of the forms it is easy to file electronically, and I think for a very reasonable price. we switched to ft William when the electronic filing was first required years ago and have never had a problem or an issue.
mbvs Posted February 11, 2015 Posted February 11, 2015 Actuarial Systems Corporation (ASC) also has a web-based 5500 government forms system. The 2014 5500 series is available and we anticipate the programming for the late changes the IRS made to the Form 8955-SSA to be completed within the next few weeks if not sooner. The system is also integrated with ASC's Valuation System for easy creation of the 8955. If you would like more information - please feel free to contact me at msmith@asc-net.com
Kopalej Posted February 11, 2015 Posted February 11, 2015 ftwilliam.com is consistently one of the first vendors to release forms and technical updates. For example, ftwilliam.com was once again one of the first vendors to be certified with our 5500 software --we released the updated software on January 2, 2015. We expect the Form 8955-SSA to be ready within the next week or so. Our 5500 software is web-based and fully integrated with other ftwilliam.com products. If you would like more information - please feel free to contact me at janeen.kopale@wolterskluwer.com.
RDCN Posted February 12, 2015 Posted February 12, 2015 DATAIR released a 2014 version of the Pension Reporter System (5500s) on December 22, 2014 (earlier than anyone else we believe) and was available for clients to enter and/or transfer information, also included was a draft version of the form 8955-SSA (as the 8955-SSA was not finalized by the IRS until January 30, 2015). Clients of the Pension Reporter System did have had the ability to enter or transfer data into the draft 8955-SSA since the initial release of December 22nd. Data can be easily transferred into the Pension Reporter System from both our Defined Contribution and Defined Benefit Systems, including transferring data into the draft 8955-SSA. This includes data from our Pension System for required data for page 2. We will have the final version of the 8955-SSA, with e-filing capability, completed very shortly and posted to our website. For questions, please contact us at: DATAIR Employee Benefit Systems 735 N. Cass Avenue Westmont, IL 60559 630-325-2600 Datair.com sales@datair.com Celebrating 48 Years of service to the Benefits Community
sadamson Posted February 13, 2015 Posted February 13, 2015 SunGard’s Relius Government Forms is scheduled to release the 2014 8955-SSA on February 23, 2015. Information for the 8955-SSA can be manually entered directly on the form, imported from a file, or transferred from Relius Administration. Relius Government Forms provides secure IRS approved electronic filing of the 8955-SSA at no additional cost. You and your clients can avoid the IRS FIRE system by selecting to electronically file the 8955-SSA directly from our Relius Government Forms web-based application. To learn more, please contact Relius by calling 800.326.7235, option 5.
Tom Poje Posted February 19, 2015 Posted February 19, 2015 just a quick note, I see FT William has the 2014 up and running
Jerry Erisa Posted March 6, 2015 Author Posted March 6, 2015 In the interest of full disclosure, Datair released its 2014 Form 8955-SSA, via its PR Release 1.28.5671 on a Release Notice dated March 4th, and uploaded on March 5th, 2015
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