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What Retirement Plan Filings and Records Must We Keep?
DWC Link to more items from this source
May 7, 2020

"[It is] important that you maintain copies of all Forms 8955-SSA filed for your plan.... [T]he number of individuals who may be filing for social security benefits is likely to increase.... [E]nsuring you have the necessary backups to document which of your former participants are or are not entitled to additional benefits is that much more important."

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