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Southern Pension Services
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Managing Director - Operations, Benefits Daybright Financial
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BPAS
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July Business Services
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BPAS
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Pentegra
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Regional Vice President, Sales MAP Retirement USA LLC
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Retirement Plan Administration Consultant Blue Ridge Associates
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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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