Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Missing Participant Due Over $5,000

   By mming, May 15, 2020
   • 13 replies
   • 2.2k views
   • 
   • Bill Presson
   • May 17, 2020

2. EIN for retirement trust/Federal Withholding

   By Guest Becky Ray, June 21, 2000
   • 3 replies
   • 2.2k views
   • 
   • bzorc
   • June 28, 2000

3. Spousal Consent and Notary is a fraud

   By TPA Bob, October 3, 2011
   • 3 replies
   • 2.2k views
   • 
   • mbozek
   • October 3, 2011

4. overpayment

   By Felicia, February 9, 2012
   • 5 replies
   • 2.2k views
   • 
   • mbozek
   • February 13, 2012

5. Age 55 IRA owner wants withdrawals without 10% penalty -- how to do?

   By jkharvey, October 5, 2000
   • 3 replies
   • 2.2k views
   • 
   • jlf
   • October 20, 2000

6. Distribution method protected benefit?

   By BG5150, February 6, 2015
   • 3 replies
   • 2.2k views
   • 
   • Kevin C
   • November 17, 2015

7. vested balance after partial distribution

   By Chippy, February 10, 2009
   • 5 replies
   • 2.2k views
   • 
   • Chippy
   • February 11, 2009

8. Eligible rollover distribution to a tax-exempt payee

   By Carol V. Calhoun, May 24, 2012
   • 11 replies
   • 2.2k views
   • 
   • Bird
   • March 21, 2018

9. rmd: payment of expenses

   By Guest amy darnell, June 15, 2000
   • 3 replies
   • 2.2k views
   • 
   • Michael Devault
   • June 15, 2000

10. Force out small balances

    By pmacduff, June 28, 2007
    • 3 replies
    • 2.2k views
    • 
    • JanetM
    • June 29, 2007

11. 20% still required to be withheld from distributions?

    By Santo Gold, July 14, 2020
    • 12 replies
    • 2.2k views
    • 
    • Bird
    • July 20, 2020

12. Loan Interest Rate - can it be too high?

    By Guest ebailey, April 30, 2009
    • 6 replies
    • 2.2k views
    • 
    • BG5150
    • May 5, 2009

13. Inherited IRA

    By Guest greybeard, January 10, 2007
    • 6 replies
    • 2.2k views
    • 
    • Bird
    • January 17, 2007

14. Hardship and Medical Expenses

    By DP, June 25, 2008
    • 2 replies
    • 2.2k views
    • 
    • masteff
    • June 25, 2008

15. Severance from Employment

    By Randy Watson, March 7, 2006
    • 0 replies
    • 2.2k views
    • 
    • Randy Watson
    • March 7, 2006

16. Section 845 of '06 Pension Protection Act

    By Guest RJMOB, December 29, 2006
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • January 4, 2007

17. Form 1099-R Reporting

    By Guest Donna Neuhauser, January 14, 2004
    • 3 replies
    • 2.2k views
    • 
    • Harwood
    • January 14, 2004

18. Exclusive Benefit Rule a Prohibited Transaction?

    By Dennis G., August 2, 2011
    • 7 replies
    • 2.2k views
    • 
    • jpod
    • August 5, 2011

19. Required Minimum Distribution

    By Guest HD WILLIAMS, December 4, 1998
    • 1 reply
    • 2.2k views
    • 
    • Chester
    • December 4, 1998

20. Form 1096/1099-R

    By pmacduff, January 23, 2018
    • 3 replies
    • 2.2k views
    • 
    • Peter Gulia
    • January 26, 2018

21. Can the RMD model amendment be adopted after GUST remedial period?

    By Guest LMalone, October 23, 2001
    • 8 replies
    • 2.2k views
    • 
    • stephen
    • November 1, 2001

22. Procedures on defaulted loans

    By Guest mwilson, December 4, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • December 4, 1998

23. 1099-R distributuion code dispute

    By doombuggy, July 17, 2009
    • 3 replies
    • 2.2k views
    • 
    • doombuggy
    • July 20, 2009

24. Secondary Beneficiary

    By Guest beppie_stark, November 10, 2009
    • 6 replies
    • 2.2k views
    • 
    • jpod
    • November 11, 2009

25. Beneficiary Designation

    By Guest sextonro, August 8, 2003
    • 11 replies
    • 2.2k views
    • 
    • mbozek
    • August 14, 2003

26. Does amount of distribution affect how you handle a missing participan

    By John A, May 2, 2001
    • 8 replies
    • 2.2k views
    • 
    • david rigby
    • May 4, 2001

27. Required Minimum Distributions

    By Lori H, June 15, 2017
    • 6 replies
    • 2.2k views
    • 
    • ESOP Guy
    • June 16, 2017

28. Distribution returned to plan

    By Basically, October 5, 2022
    • 17 replies
    • 2.2k views
    • 
    • pmacduff
    • October 10, 2022

29. Non-Resident Withholding

    By Guest lvegas, December 9, 2005
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • December 14, 2005

30. Required Minimum Distribution for 5-percent Owner????

    By Guest RMM, March 3, 2000
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • December 3, 2002

31. Avoiding MRD by 5% owners after age 70 1/2

    By mbozek, February 1, 2005
    • 2 replies
    • 2.2k views
    • 
    • mbozek
    • February 1, 2005

32. can loan default offset be part of an RMD

    By k man, September 26, 2013
    • 3 replies
    • 2.2k views
    • 
    • BG5150
    • September 26, 2013

33. Defaulted Loan & 1099

    By Guest Bob Lees, July 24, 2001
    • 2 replies
    • 2.2k views
    • 
    • J2D2
    • October 2, 2006

34. Underpayment of Distributions

    By Guest Brad Brewer, March 26, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • March 30, 1999

35. in-service withdrawal, fed tax withholding

    By betheeg, December 20, 2002
    • 2 replies
    • 2.2k views
    • 
    • Appleby
    • December 23, 2002

36. Taxability of life insurance held as an asset in PSP

    By billfgrady, December 6, 2003
    • 1 reply
    • 2.2k views
    • 
    • ccassetty
    • December 8, 2003

37. How to allocate distribution between taxable and nontaxable

    By jkharvey, November 16, 2001
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • November 19, 2001

38. MRD for active participant born in 1916

    By Guest crosseyetester, November 17, 2005
    • 5 replies
    • 2.2k views
    • 
    • DTH
    • November 19, 2005

39. Distribution to Non-Spouse Beneficiary

    By Guest TracyAndrews, March 15, 2006
    • 2 replies
    • 2.2k views
    • 
    • Bird
    • March 16, 2006

40. hardship with loan balance

    By JKW, July 28, 2010
    • 7 replies
    • 2.2k views
    • 
    • masteff
    • January 3, 2011

41. Michigan Withholding on Lump Sum

    By stormoj1, January 3, 2012
    • 1 reply
    • 2.2k views
    • 
    • david rigby
    • January 3, 2012

42. Distribution to corporation owner

    By Guest Dook, November 4, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • November 4, 1998

43. How are other employers implementing GATT -- what criteria to use in c

    By Dave Baker, June 8, 1999
    • 5 replies
    • 2.2k views
    • 
    • david rigby
    • June 11, 1999

44. Withholding on ineligible deferrals

    By hunter001, October 16, 2012
    • 5 replies
    • 2.2k views
    • 
    • dcoderre
    • October 18, 2012

45. Rollover from Foreign plan to U.S. Plan?

    By kwalified, November 30, 2011
    • 3 replies
    • 2.2k views
    • 
    • Nassau
    • November 30, 2011

46. Death Benefit to Spouse

    By DTH, May 17, 2007
    • 7 replies
    • 2.2k views
    • 
    • masteff
    • May 31, 2007

47. RMD's for 2010 - Were they suspended too?

    By Jim Chad, August 10, 2010
    • 2 replies
    • 2.2k views
    • 
    • Jim Chad
    • August 14, 2010

48. RMD - Partial Distribution?

    By emmetttrudy, November 20, 2013
    • 7 replies
    • 2.2k views
    • 
    • GMK
    • November 21, 2013

49. Loan Limit

    By jpod, September 3, 2009
    • 12 replies
    • 2.2k views
    • 
    • Guest
    • September 9, 2009

50. Death Distribution to non-spousal beneficiaries

    By Vlad401k, June 11, 2015
    • 6 replies
    • 2.2k views
    • 
    • QDROphile
    • August 6, 2015