Loan & Distribution Specialist AimPoint Pension
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Compass
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Hall County Government
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AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Form 8955-SSA and Participant Statements
CCH INCORPORATED [Guidance Overview] July 1, 2011 The new 2009 form includes a new question regarding participant statements (line 8: 'Did the plan administrator provide an individual statement to each participant required to receive a statement'). The existence of this new question raises the concern that the IRS may be interested in enforcing a long existing requirement for plan sponsors to mail statements to participants for whom it is required to report on Form 8955-SSA. Penalties apply for plans that fail to send out statements. |
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