Plumbers Local Union No. 1 Benefit Funds |
Farmer & Betts, Inc. |
Kentucky Trust Company |
RTD Financial Advisors |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Nicholas Pension Consultants |
Retirement, LLC |
Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC |
EPIC Retirement Plan Services |
Retirement Plan Documents Specialist Loren D. Stark Company |
Retirement, LLC |
Administrator/Consultant (DC and DB) TPA Professionals |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
EPIC: TPA/DPS |
Retirement Plan Administrator – Senior Associate PBMares |
Pension Rights Center |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Pentegra |
Membership Director: Independent Contractor Retirement Industry Trust Association (RITA) |
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Year-of-Death Reporting for Deceased IRA Owners Slott Report ![]() Apr. 7, 2015 "Even if the deceased IRA owner didn't take a distribution last year, there is special reporting of his or her IRA balance. For the year of death, the IRA custodian must file IRS Form 5498 for the decedent, showing the IRA's fair market value (FMV), including any contributions the decedent made before he or she died. (Note that if the decedent made any contributions or rollovers last year, those contributions must be properly reported on his/her tax return.)" |
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