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This program was recorded during a live presentation on July 14, 2011.
The IRS has issued the new 2009 form!
The IRS has issued the new Form 8955-SSA, designed to replace the old Schedule SSA to Form 5500. Plans will use the new form to report participants who severed employment with deferred vested benefits. While there are many similarities to the old Schedule, there are also some key differences.
This Web seminar explores the new form, its instructions, and related IRS pronouncements. We go line-by-line through the form, and answer the questions you want to know. In addition, we will explain the new procedures for obtaining an extension to file for Forms 5500, 8955-SSA and 5330 using the revised Form 5558.
Topics include:
Prerequisites: A familiarity with the operation of qualified or 403(b) plans is helpful, as is familiarity with Form 5500.
Level: Overview
Instructional Delivery Method
Recorded playback of a live presentation.
Speaker: S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award
Objectives: After attending the presentation, attendees should be able to:
System Requirements:
Recorded Event Time Limitation:
This recorded event will be available for 20 days from your date of registration.
Program related requests, questions, or concerns may be e-mailed to: relius.education@sungard.com.