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  1. Is there a way to reduce the payment amount in a series of substantial (7 replies)
  2. Irs Issues Final Rmd Regulations (6 replies)
  3. electronic filing of 1099-R (5 replies)
  4. Termination Funding (2 replies)
  5. Locating beneficiary of deceased participant in terminated DC Plan (4 replies)
  6. Fiduciary liability (1 reply)
  7. Form 5329 questions related to missed RMD (0 replies)
  8. Changing distribution election due to check not being cashed (1 reply)
  9. Waiting time for new loan? (4 replies)
  10. Cite for spousal consent NOT being required to certain non- J&S pl (3 replies)
  11. Taxation of Defaulted Loan (6 replies)
  12. conduit IRA (6 replies)
  13. Must distributions must be suspended because definition of RBD has cha (1 reply)
  14. Benefit Payment to Participant's Spouse (6 replies)
  15. Another pesky loan question - Can you rollover an outstanding loan? (3 replies)
  16. Participant w/plan loan files for bankruptcy (18 replies)
  17. Distribution okay upon layoff? (1 reply)
  18. 401k Loan Default then Repayment (4 replies)
  19. Hardship Withdrawal question (2 replies)
  20. Distributions of voluntary after-tax contributions (3 replies)
  21. RMD Required In Order for Surviving Spouse to Assume IRA When Decedent (4 replies)
  22. TEFRA 242 Elections/RMD's (1 reply)
  23. Payer's state no.? (1 reply)
  24. Employee after RBD Ceases to be a 5% Owner (1 reply)
  25. continuation of MRD, but using daughter's age after death of participa (3 replies)
  26. ROlling IRAs into Qualified Plans to Avoid Minimum Required Distributi (4 replies)
  27. Beneficiary and participant in same plan, can death benefit just be tr (10 replies)
  28. Required Minimum Distributions - any guidance on how either 1987 regs (0 replies)
  29. Distribution paid from wrong plan (2 replies)
  30. Changing Distribution Options (0 replies)
  31. plan loans (1 reply)
  32. Plan Administrator Failed to Deduct Loan Payments (6 replies)
  33. Notice of right to repayment under the cash-out rule. (1 reply)
  34. Tax question re: alternate payee (9 replies)
  35. age 70 1/2 distribution & furlough status (1 reply)
  36. Correction of Delayed Distribution (0 replies)
  37. Soldiers and Sailors Relief Act (9 replies)
  38. 1099 for return of excess deferrals (3 replies)
  39. Returned 1099-R's (3 replies)
  40. Participant refuses Distribution (16 replies)
  41. Rollover of after tax contributions to Roth. (1 reply)
  42. Minimum Distribution - What forms need to be executed? (0 replies)
  43. Help to determine the RBD.. (0 replies)
  44. Refresh my memory on a non-spouse beneficiary distribution. (0 replies)
  45. Las Vegas Ex-plasterer Early Ret @ 32 Needs Info On Cashing In Pension (6 replies)
  46. Health Plan dependent student eligibility (3 replies)
  47. on series of substantially equal payments now, wants to change- conseq (1 reply)
  48. Age used for first RMD (1 reply)
  49. Payment of State Withholding Taxes (4 replies)
  50. Refinancing Qualified Plan Loans (1 reply)
  51. RMDs and Rollover to IRA (1 reply)
  52. SCAM - link to 401k board (0 replies)
  53. Non-qualified variable annuites (0 replies)
  54. New RMD rules (1 reply)
  55. Distributions after death (2 replies)
  56. In service distribution for owner over 70 1/2 (3 replies)
  57. Profit Sharing Plan distribution when participant has a life insurance (12 replies)
  58. Spousal consent (6 replies)
  59. Minimum distribution withholding (5 replies)
  60. Notice Requirements for Elimination of 70-1/2 In-Service Distribtion. (7 replies)
  61. QJSA exception for PS balances (0 replies)
  62. Rollover IRA accepted cash but sent stock certificates back to plan (6 replies)
  63. Notification onus (1 reply)
  64. Anticutback issue - change of timing of distribution (0 replies)
  65. Loans To Owners Of S-corps (0 replies)
  66. INternational taxation of 401K distributions (1 reply)
  67. IRS has revised the 12/27/01 Special Tax Notice (6 replies)
  68. Interest Repayments (1 reply)
  69. Incidental Benefit on Life Insurance and Rollover (3 replies)
  70. Required Minimum Distribution (1 reply)
  71. buying a home thru esop (2 replies)
  72. Distributions from plan funded solely by annuities (4 replies)
  73. MRDs (3 replies)
  74. 402(f) Notice and EGGTRA (1 reply)
  75. Tax withholding on distributions not eligible for rollover (0 replies)
  76. 2 outstanding loans for primary residence (0 replies)
  77. Restricted payout from a DB plan to the surviving spouse of a top 25 e (0 replies)
  78. 401k plan distribution: would the 10% penalty apply to a distribution (3 replies)
  79. Impact of Loans at Retirement (0 replies)
  80. merger of money purchase plan into 401(k) - can in-service distributio (2 replies)
  81. MRD Withholding Rules (1 reply)
  82. Minimum loan amount in loan policy (1 reply)
  83. Notice Requirements - QJSA Value or Table? (6 replies)
  84. Decrease in distribution amounts (1 reply)
  85. RMDs from Defined Benefit Plans (2 replies)
  86. involuntary cash out option (3 replies)
  87. Notary Required for Spouse Signature when taking a distribution? (12 replies)
  88. Asset reversion DC Plan (0 replies)
  89. QJSA required for loan after spouse waived her rights on bene form? (0 replies)
  90. incorrect payouts and plan is terminated (3 replies)
  91. restriction on number of times a person can "replace" an ir (2 replies)
  92. 401(a)(9) MRD (1 reply)
  93. 401(k) Deceased Participant (3 replies)
  94. Publication 590 v.s. MDIB Table (1 reply)
  95. terminating a plan's loan policy (1 reply)
  96. MRD - change in 5% owner status (0 replies)
  97. Overpayment of loan payments (1 reply)
  98. Updated safe harbor eligible rollover explanation? (0 replies)
  99. Post-EGTRRA Death Benefit when spouse is in same plan as participant? (0 replies)
  100. QJSA waiver required every year on RMD? (4 replies)
  101. How to allocate distribution between taxable and nontaxable (5 replies)
  102. Rolling Over RMD's from Qualified Plans (2 replies)
  103. Tax Deposits (3 replies)
  104. Can participants still be given option to defer RBD after end of GUST (0 replies)
  105. RMDs due 4/1/02 - "old" rules or "new" rules? (3 replies)
  106. 401(k) Loan Payroll Deduction Default (3 replies)
  107. After-Tax Distributions (2 replies)
  108. Required Minimum Distributions - is election to defer trumped by 2001 (0 replies)
  109. Hardship Withdrawals after Termination (0 replies)
  110. MVRA Judgment Same as Tax Levy ?? (1 reply)
  111. RMDs for beneficiaries (1 reply)
  112. Distribution of life insurance policy (0 replies)
  113. Can the RMD model amendment be adopted after GUST remedial period? (8 replies)
  114. Hardship after Loan (3 replies)
  115. 401(a)(9) MRD after Death (1 reply)
  116. Is there a statute of limitations on RMDs? (2 replies)
  117. Soldiers' and Sailors' Civil Relief Act (2 replies)
  118. Benefits payout for terminated employee (2 replies)
  119. Minor Beneficiary (2 replies)
  120. loan payments after hardship withdrawal (2 replies)
  121. Nua On Employer Stocks (2 replies)
  122. Required minimum distribution under 2001 regulations - use preamble or (2 replies)
  123. Regulation Z and Plan loans (2 replies)
  124. One-Year Marriage Rule (4 replies)
  125. Locating an Article (1 reply)
  126. Default Loans (4 replies)
  127. Special Tax Notice (1 reply)
  128. Withholding taken but... (1 reply)
  129. Distributions from Non-qualified plans (1 reply)
  130. no spousal consent (17 replies)
  131. 401(k) loan outstanding at death (1 reply)
  132. Defaulted Loan (0 replies)
  133. Acceptable proof of death. (1 reply)
  134. Duty to Investigate Rollover Payee? (2 replies)
  135. Loans and Frozen Plans (0 replies)
  136. EGTRRA cash out rules (1 reply)
  137. Paperless 401(k) Employment Termination Distributions? (4 replies)
  138. 402(f) notice? (0 replies)
  139. Loans to sole participants (1 reply)
  140. Loan from salary deferral contributions only (1 reply)
  141. Rollover from Defined Benefit Plan to Defined Contribution Plan (3 replies)
  142. Waiver of interest and/or penalties for an amended return due to a fai (0 replies)
  143. information on handling of loans (0 replies)
  144. QDRO: Distributions before QDRO determination (2 replies)
  145. loan amortization (with or without surrender charges) (0 replies)
  146. paperless loans (0 replies)
  147. distribution used wrong val date (5 replies)
  148. Automatic Rollovers with EGTRRA (3 replies)
  149. QJSA Requirements (0 replies)
  150. Distributions prior to timing defined in aa (2 replies)
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