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  1. Ordering 1099-R Forms (2 replies)
  2. Rollover check issued to Plan Sponsor fbo payee, not the Plan fbo paye (2 replies)
  3. Annuity form of benefit (2 replies)
  4. in-service withdrawal, fed tax withholding (2 replies)
  5. IRA aggregated with Qualified Plan for RMD (4 replies)
  6. loan (1 reply)
  7. Participant Deceased, No Beneficiary or Estate - now what? (1 reply)
  8. minimum distributions (2 replies)
  9. Nonresident Alien Withholding - Effectively Connected Income (9 replies)
  10. An in-service loan from a governmental DB plan (3 replies)
  11. Impact of Chapter 13 Bankruptcy on Loan (2 replies)
  12. Nominee 1099-R (2 replies)
  13. Participant Dies after LS Election (1 reply)
  14. Losses on Corrective Distributions (3 replies)
  15. Defaulted loan (3 replies)
  16. IRS Minimum Distribution Regulation Delayed (6 replies)
  17. When is retirement for 401(a)(9) purposes - last day worked or next da (2 replies)
  18. Establishing IRA rollover account for missing participants (3 replies)
  19. Joint and Survivor Annuities (1 reply)
  20. Ira To 403(b) Rollover After Age 70 1/2 (1 reply)
  21. Fiduciary timing responsibilities for processing & forwarding dist (0 replies)
  22. Sole Prop. Loans (2 replies)
  23. CA STATE WITHHOLDING vs. RESIDENCE (3 replies)
  24. NUA and Lump Sum distributions (1 reply)
  25. Annual election to defer or receive an RMD for a non-5% owner - is any (2 replies)
  26. Pension Distribution Withholding - State Level (4 replies)
  27. Final LOan Regs- Effective date??? (4 replies)
  28. Required Minimum Distribution for 5-percent Owner???? (3 replies)
  29. Joint & Survivor Annuity-Terminated Plan (8 replies)
  30. Payment of benefits into court fund pending interpleader (7 replies)
  31. interpleader (0 replies)
  32. Loan Refinancing (1 reply)
  33. Loan Software (1 reply)
  34. Repaying Defaulted Loan (2 replies)
  35. RMDs - Lots of Owners, But No 5% Owners (1 reply)
  36. Defaulted loans (1 reply)
  37. Tax Reporting Defaulted Loans (0 replies)
  38. Distribution from US Plan to Former Participant who is now a Canadian (2 replies)
  39. Back up documentation for Hardship Distribution (3 replies)
  40. 30% withholding (10 replies)
  41. Deemed Distributions (4 replies)
  42. 100% withholding - eligible rollover distribution (1 reply)
  43. Uniform table for RMD's? (2 replies)
  44. Missing Participants (2 replies)
  45. Hardship withdrawals from 401K (1 reply)
  46. Spousal Consent (1 reply)
  47. Required Minimum Distribution (70 1/2) (1 reply)
  48. MRD Using new or old tables? (3 replies)
  49. loan question (4 replies)
  50. Distributions (2 replies)
  51. Ineligible distribution (1 reply)
  52. required minimum distributions on employer stock (1 reply)
  53. 60-day rollover period (2 replies)
  54. Changing 1099-r distribution code? (1 reply)
  55. Interest on Distributions (5 replies)
  56. Calculating maximum loan limit in a multi-plan, multi-loan environment (3 replies)
  57. RMD's and Illiquid Assets (0 replies)
  58. Repayment by payroll deductions for a participant who terminated emplo (7 replies)
  59. Company "forgot" to payroll deduct loan payments (14 replies)
  60. Bankruptcy judge orders participant to stop loan payments? (6 replies)
  61. 72(t) rule changes-legislative update (0 replies)
  62. Proposed Regulations Issued: Multiple Loans to a Plan Participant (6 replies)
  63. Defined Benefit Plan Death Benefits (3 replies)
  64. Loans for the elderly (18 replies)
  65. Post-retirement divorce & QDROs divesting ex-spouse of interest (6 replies)
  66. Termed Plan - trying to pay out remaining participants (1 reply)
  67. Involuntary Distributions (3 replies)
  68. 401(k) distributions (8 replies)
  69. Does anyone have a sample distribution letter (3 replies)
  70. Legally separated spouse's consent?? (10 replies)
  71. pension protection against debts (6 replies)
  72. loss on balance prior to final distribution (9 replies)
  73. Late distribution (4 replies)
  74. MRD for non-5% owner (4 replies)
  75. Loan treatment in Chapter 7 Bankruptcy (12 replies)
  76. 401(k) distribution-deceased participant/estate closed (1 reply)
  77. Continuation of periodic payments after re-hire following a good-faith (0 replies)
  78. Missing beneficiary form (4 replies)
  79. Do Employer Contribution Accounts have to be separate? (1 reply)
  80. Valuation Date for Distribution (0 replies)
  81. Setting up decedent IRA from a qualified plan? (5 replies)
  82. ira distribution (3 replies)
  83. Separation from service (0 replies)
  84. Participant Loans (2 replies)
  85. 100% Joint & Survivor Distribution (3 replies)
  86. Aggregation of Qualified Plan and IRA for RMD purposes? (1 reply)
  87. 70 1/2 distributions with after tax money (2 replies)
  88. Safe-Harbor hardship distribution (2 replies)
  89. Routing Numbers (1 reply)
  90. Cite for Voluntary After Tax Distributions (4 replies)
  91. Distribution Used Wrong Vesting % (8 replies)
  92. IRS Distribution Codes (6 replies)
  93. Pension Distribution Forms Software (1 reply)
  94. Altering substantially equal payments. (1 reply)
  95. is this one loan or two?? (5 replies)
  96. Timing of reporting deemed distribution for USERRA employee. (5 replies)
  97. Distributions after retirement age, but before actual retirement (1 reply)
  98. Number of Outstanding Loans (2 replies)
  99. 0% Interest Rate (5 replies)
  100. Federal and State Income Tax Withholding (4 replies)
  101. SIMPLE IRA to 401(k) (1 reply)
  102. Distribution to Minor (1 reply)
  103. Starting and stopping RMDs (2 replies)
  104. 2002 Required Minimum Distribution (2 replies)
  105. Death Distribution (1 reply)
  106. Interim Valuations (1 reply)
  107. May someone take RMD before age 70 1/2? (3 replies)
  108. Profit Sharing Plan - Participant Distribution Restricted to NRA - Oka (3 replies)
  109. Roth Ira Distributions (2 replies)
  110. Receiving pension distribution and loan default discovered. (9 replies)
  111. Consent of Incompetent Spouse (2 replies)
  112. Hardship and Loan distribution (1 reply)
  113. Deemed distribution (2 replies)
  114. Terminated Plan Distributions (0 replies)
  115. Church as Beneficiary (2 replies)
  116. After-Tax Basis (4 replies)
  117. Distributions in a "Standard" Profit Sharing Plan (5 replies)
  118. Rehire of participant who is receiving an installment payout (10 replies)
  119. Life insurance in terminating profit sharing plan (4 replies)
  120. Federal Tax Withholding (1 reply)
  121. Unabke to sign distribution paperwork (1 reply)
  122. Risky Distribution w/o Annuity Waiver/Spousal Consent? (14 replies)
  123. minimum distributions (1 reply)
  124. Death Distribution (6 replies)
  125. Non-Spouse beneficiary & 401(a)(9)(B)(iii)(III) (3 replies)
  126. LIFE iNSURANCE DEATH BENEFITS AND SPOUSAL ROLLOVER (7 replies)
  127. Distribution Option Requirements (2 replies)
  128. Loan Refinancing (4 replies)
  129. Basis (1 reply)
  130. Rejected Rollover (3 replies)
  131. Defaulted loans (0 replies)
  132. Is there a requirement to pay earnings on a participant's account bala (3 replies)
  133. IRS ISSUES RMD AMENDMENT REQUIREMENT FOR QRPs (0 replies)
  134. Trust as beneficiary and separate accounts (9 replies)
  135. Minimum Required Distributions (1 reply)
  136. employee transfer (0 replies)
  137. Distribution Notice and Option Forms (1 reply)
  138. J&S Survivor predeceses participant (3 replies)
  139. Another question about RMD vs. IRA Rollover (6 replies)
  140. Hardship distr from PS plan (1 reply)
  141. Request for Determination Letter for a Qualified Plan rollover into (9 replies)
  142. Loans in Default (2 replies)
  143. Can a loan be sold from 401(k) account to Profit Sharing Account? (11 replies)
  144. Hardship Withdraw from Profit Sharing Plan (2 replies)
  145. 457 Distributions (0 replies)
  146. Distribution at Early Retirement Age (1 reply)
  147. Can a safe harbor 401(k) plan allow participants to take loans from th (2 replies)
  148. Refinanced participant loan (0 replies)
  149. Loan Repayment Requirements (1 reply)
  150. Time limit on recovering erroneous FIT withholding. (2 replies)
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