Nova 401(k) Associates
Compensation Strategies Group, Ltd.
The Retirement Plan Company (TRPC)/an ABG firm
Creative Pension Consultants, Inc.
Atlantic Pension Services Inc
Nicholas Pension Consultants
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|2014 IRS Form 1098-Q (PDF)|
Internal Revenue Service [IRS]
Jan. 14, 2015
"The information on this Form 1098-Q is submitted to the IRS by the issuer of your qualifying longevity annuity contract (QLAC) to report the status of the contract. The value of any QLAC purchased after July 1, 2014, held by your plan or IRA (section 401(a), 403(a), 403(b), 408 (other than a Roth IRA) or eligible governmental plan under section 457(b)), is not included when calculating the required minimum distribution (RMD) from your plan or IRA."
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