Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Text of Draft 2018 Instructions for IRS Form 8955-SSA: Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits (PDF)
Internal Revenue Service [IRS] [Official Guidance] Oct. 10, 2018
"Form 8955-SSA, the designated successor to Schedule SSA (Form 5500), is used to satisfy the reporting requirements of section 6057(a). Form 8955-SSA is a stand-alone reporting form filed with the IRS.... DO NOT file Form 8955-SSA with Form 5500 ... or Form 5500-SF ... Use Form 8955-SSA to report information about separated participants with deferred vested benefits under the plan.... The SSA no longer processes nonstandard pages 2. Report information about separated participants only on page 2 of Form 8955-SSA." [Oct. 9, 2018 draft.]
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