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The New Form 8955-SSA: Who, What, When, and How - July 2011
Presentor: Derrin Watson Recorded Date: 7/14/2011 Duration: 100 Min.

Description

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:

  • Who must file the form?
  • Who can file the form?
  • Who can prepare the form?
  • Who must be reported on the form?
  • When must they be reported?
  • When must a plan file for 2009?
  • When must a plan file for 2010?
  • What is the filing deadline for a short plan year?
  • What is included in a filing?
  • How do you file?
    • Paper or electronic (Form 4419)
    • Combine 2009 or 2010 or file separately
  • How do you qualify for electronic filing?
  • How long can you continue to use the old 5500 schedule?
  • How do you get an extension?
  • What automatic extensions exist?
  • What happens if you don’t file?

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:

  1. Complete Form 8955-SSA
  2. Prepare an extension request for Form 8955-SSA
  3. Determine the filing deadlines for 2009 and later
  4. Determine who must be included on Form 8955-SSA
  5. File the Form 8955-SSA electronically

System Requirements:

 

  • Windows 95, 98, NT 4.0 , 2000, XP
  • Internet Explorer 4.01 or later, Netscape 4.08 or later
  • 56K modem connection or better (128K recommended)
  • Pentium 166+ MHz, 128MB RAM or more
  • 800x600 or higher display resolution
  • Soundcard, Speakers

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.

 


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