What if my prior plan administrator did not file my Form 8955-SSA for me?

If Forms 8955-SSA were not filed before switching to Guideline, we will report all terminated participants with an account balance as of the date your plan starts with Guideline. This could result in plan penalties for participants who are reported late due to missed filings in prior years. You can learn more about penalties related to the filing of Forms 8955-SSA here.

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