Greenline Wealth Management
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Retirement Planners and Administrators (RPA)
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New York City District Council of Carpenters Benefit Funds
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Retirement Solutions Specialists
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Great Lakes Pension Associates, Inc.
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Fringe Benefit Group
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Defined Contribution Account Manager Nova 401(k) Associates
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Pollard & Associates
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Text of 2014 IRS Form 4972, Tax on Lump-Sum Distributions, with Instructions (PDF)
Internal Revenue Service [IRS] [Official Guidance] Oct. 31, 2014
Applies to lump-sum distributions from qualified retirement plans of participants born before January 2, 1936. Form 4972 for prior years is also available on the IRS website.
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