eml691

Long time lurker, first time poster ? I work for a TPA. We took over a profit sharing plan, where one of the former owners has assets invested in a partnership. He has passed away. How would the plan distribute his balance to his beneficiary? Appreciate your insight. I have very limited experience with plans with assets invested in partnership. (Luckily he was the only one. The other owners and participants investments are all in brokerage accounts.)