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Comments on 2017 Draft Instructions for Form 8955-SSA

Tuesday, October 17, 2017

The Pension Rights Center submitted comments to the Internal Revenue Service on the draft Instructions for Form 8955-SSA.  The comments emphasized the importance of deferred vested statements to participants. The statements are based on information reported on Form 8955-SSA.  The Center urged the IRS to reject earlier guidance that permitted plans to give less comprehensive and untimely information to participants instead of the required deferred vested statement.

Read the comments.