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Form 8955-SSA

Does an employer need to file a Form 8955-SSA every year?

November 6, 2020July 27, 2011 by Nova401k

If a plan does not have any reportable participants for a given year, then the plan does not need to file a Form 8955-SSA for that year.

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Categories Frequently Asked Questions Tags Form 8955-SSA

Do all terminated employees need to be reported on the Form 8955-SSA?

November 6, 2020July 26, 2011 by Nova401k

No.  All terminated employees do not need to be reported on the Form 8955-SSA.  Only those employees who have a vested account balance or vested accrued benefit in the plan. 

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Categories Frequently Asked Questions Tags Form 8955-SSA

Who must be reported on the Form 8955-SSA?

November 6, 2020July 6, 2011 by Nova401k

Terminated participants with a vested accrued benefit or vested account balance must be reported on the Form 8955-SSA.

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Categories Frequently Asked Questions Tags Form 8955-SSA

Which employers are required to file a Form 8895-SSA?

November 6, 2020July 5, 2011 by Nova401k

Private employers who sponsor any type of qualified retirement plan such as a 401(k) plan, profit sharing plan, defined benefit plan or cash balance plan must file a Form 8895-SSA unless the plan is an “owner-only” plan.

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Categories Frequently Asked Questions Tags Form 8955-SSA

Why is the Form 8955-SSA filed separately from the Form 5500?

November 6, 2020July 1, 2011 by Nova401k

Effective with the 2009 Form 5500, the Form 5500 is electronically filed and the entire filing is almost immediately available on the DOL website.

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Categories Frequently Asked Questions Tags Form 8955-SSA

What does the SSA do with the Form 8955-SSA?

November 6, 2020June 30, 2011 by Nova401k

The Social Security Administration (‘SSA’) uses the information to notify individuals that they may be eligible

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Categories Frequently Asked Questions Tags Form 8955-SSA

What is the Form 8955-SSA?

November 6, 2020June 1, 2011 by Nova401k

The Form 8955-SSA is a successor to the Schedule SSA where the benefits for terminated employees with a

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Categories Frequently Asked Questions Tags Form 8955-SSA, Introduction

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