Form 8955-SSA

[AdKu]

Are not Defined Benefit Plans required to file form 8955-SSA as Defined Contribution Plans?

[My 2 cents]

1 hour ago, AdKu said:

Are not Defined Benefit Plans required to file form 8955-SSA as Defined Contribution Plans?

Just checking - you mean "Similar to the way that Defined Contribution Plans are required to file form 8955-SSA, are Defined Benefit Plans required to file form 8955-SSA?"  As worded, it seems to ask whether DB plans must file as though they were DC plans.

Answer - Just as DC plans must file form 8955-SSA, DB plans must file form 8955-SSA, reporting deferred benefits and not account balances.

I hope this answers your question.

[AdKu]

Thanks!