403(b) Plans and the Form 8955-SSA Reporting Requirement

403(b) Plans and the Form 8955-SSA	12/5/2011

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SunGardRelius has posted a Q & A on its website with recently released guidance from the IRS that clarifies several issues for 403(b) plans. Click here for answers to the following questions: Must a 403(b) file a Form 8955-SSA? For what plan year must an ERISA 403(b) plan commence filing a Form 8955-SSA? Does the Form 8955-SSA filed for the 2009 plan year by an ERISA 403(b) plan need to report participants who terminated prior to the 2008 plan year? Are there certain 403(b) plan annuity contracts and custodial accounts that are not reportable on a Form 5500? Are pre-2009 contracts reportable on a Form 8955-SSA? Please contact us with questions about 403(b) plans and the Form 8955-SSA.

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