Board Reviews Fiduciary Trust Tax Coding Issues
- Document date
- Mar 12, 2026
The 30-second brief
The retirement board discussed corrective instructions for Fiduciary Trust's 1099-R tax coding and a potential reimbursement request related to overpaid benefits. The board agreed that recurring and lump-sum payments should not default to taxable amount not determined, with separate treatment for disability benefits.
Fiduciary Trust holds this financial services contract with Miramar Police Retirement Fund. Its other public contracts on record include work for Peninsula Healthcare District and City of New Port Richey.
Hear about the next contract at Miramar Police Retirement Fund early.
Get pre-RFP alerts freeFree account · 30-second setup · No credit card
Contract details
- Contract type
- Financial Services
- Document date
- March 12, 2026
- Vendor
- Fiduciary Trust
- Source document
- City of Miramar Municipal Police Officers' Retirement Plan Board of Trustees Minutes Quarterly Meeting Minutes March 12, 2026 (Minutes)
Fiduciary Trust's other public contracts
More Miramar Police Retirement Fund contracts
Questions about this contract
Who was awarded the financial services contract by Miramar Police Retirement Fund?
Fiduciary Trust was awarded this financial services contract by Miramar Police Retirement Fund, as recorded on March 12, 2026.
What type of contract is this?
This is a Financial Services contract, documented as a minutes record.
Where was this contract approved?
This contract appears in City of Miramar Municipal Police Officers' Retirement Plan Board of Trustees Minutes Quarterly Meeting Minutes March 12, 2026 (Minutes), dated March 12, 2026 from Miramar Police Retirement Fund. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Fiduciary Trust hold?
Fiduciary Trust may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
Show 1 more question
What is Miramar Police Retirement Fund currently buying?
Explore Miramar Police Retirement Fund's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.