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Retirement Plan FAQs Regarding Form 8955-SSA - These frequently asked questions and answers provide general information and you should not cite them as legal authority. They provide you with information responsive to general inquiries but the answers do not apply to every situation and yours may require additional research.

Information on receiving a distribution from a retirement plan after becoming disabled.

Fixing Common Plan Mistakes - Using a Plan Amendment for Correction in the Self-Correction Program

A QPSA is a form of a death benefit paid as a life annuity (a series of payments, usually monthly, for life) to the surviving spouse (or a former spouse, child or dependent who must be treated as a surviving spouse under a?qualified domestic relations order (QDRO) of a participant who was vested in his or her retirement plan benefits; died before retirement; andwas married to the surviving spouse (for at least one year if the plan so provides) (or to a former spouse named in a QDRO).

International Issues Affecting Retirement Plans

We examined a small sample of qualified plans where the Form 5500 series return reflected an outdated 4-digit Standard Industrial Classification business code instead of the revised 6-digit North American Industry Classification System business code.

Requesting a determination letter usually requires payment of a User Fee.

Can an employee¡¯s election not to participate in the retirement plan¡¯s ACA expire?

What is a partner¡¯s ¡°compensation¡± for retirement plan purposes?

SEP plan Fix-it Guide - Contributions to the SEP-IRA exceeded the maximum legal limits