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.