Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Delay in distribution of my retirement plan. What to do?

   By Guest mmcarp, June 11, 1999
   • 1 reply
   • 1.7k views
   • 
   • Kathy
   • June 11, 1999

2. Setting interest rate on plan loans to participants

   By Guest JVH, July 19, 2004
   • 5 replies
   • 1.7k views
   • 
   • FundeK
   • July 21, 2004

3. Participant elects rollover but dies b4 payment; plan's beneficiary de

   By EGB, November 30, 1999
   • 7 replies
   • 1.7k views
   • 
   • Kirk Maldonado
   • December 2, 1999

4. RMD With an IRA and a 401(k) Account

   By Guest MFuentes, December 6, 1999
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • December 6, 1999

5. Hardship Withdrawals Directly to Bank?

   By Guest jig_1975, May 22, 2009
   • 7 replies
   • 1.7k views
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   • jpod
   • May 27, 2009

6. RMD Taxation

   By coleboy, November 4, 2021
   • 14 replies
   • 1.7k views
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   • BG5150
   • November 10, 2021

7. Proposed MRD rules disclaimer.

   By Guest, March 12, 2001
   • 1 reply
   • 1.7k views
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   • smm
   • March 13, 2001

8. Does rehire stop RMD

   By Richard Anderson, November 30, 2010
   • 0 replies
   • 1.7k views
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   • Richard Anderson
   • November 30, 2010

9. Nonspouse Beneficiary Direct Rollover

   By DTH, May 3, 2007
   • 3 replies
   • 1.7k views
   • 
   • gc@chimentowebb.com
   • November 2, 2007

10. distribution of real estate-keogh plan

    By Guest Sueor, November 19, 2003
    • 5 replies
    • 1.7k views
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    • Mary Kay Foss
    • November 23, 2003

11. RMD / Retirement / RBD

    By JPIngold, November 17, 2016
    • 11 replies
    • 1.7k views
    • 
    • TPApril
    • November 23, 2016

12. How to correct distribution from 401(k) plan to participant whose empl

    By Guest Ed Walker, October 26, 2000
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • October 27, 2000

13. If an individual has 3 IRA,s and the MRD from each one is $5,000, can

    By David, November 9, 2000
    • 2 replies
    • 1.7k views
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    • David
    • November 10, 2000

14. Rejected Rollover

    By Guest RobinR, June 3, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • June 4, 2002

15. Rollover due to Disability

    By Christine Roberts, April 4, 2000
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • April 6, 2000

16. Setting up decedent IRA from a qualified plan?

    By Guest dory, September 5, 2002
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • September 6, 2002

17. RMD for participant who turns becomes an HCE after age 70.5

    By Guest SVogel, August 7, 2014   

    • Required Minimum Distribution
    • 2 replies
    • 1.7k views
    • 
    • masteff
    • August 7, 2014

18. Minimum Required Distributions--No Designated Beneficiary

    By Randy Watson, March 12, 2009
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • March 12, 2009

19. Which tax form to use

    By Guest RJMOB, July 19, 2006
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 21, 2006

20. State taxation of distributions

    By bzorc, March 9, 2001
    • 2 replies
    • 1.7k views
    • 
    • Michael Devault
    • March 9, 2001

21. Delay in Depositing Distribution Check

    By Flight33, July 19, 2011
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • July 24, 2014

22. HCE attribution and RMD

    By Guest wlank, October 27, 2003
    • 1 reply
    • 1.7k views
    • 
    • Belgarath
    • October 27, 2003

23. Inservice withdrawal limit?

    By jane123, March 21, 2003
    • 2 replies
    • 1.7k views
    • 
    • jaemmons
    • March 21, 2003

24. Year of death minimum required distribution - 1099R

    By Guest irenes, December 1, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 1, 2000

25. $5,000 Involuntary Cash-out Limit

    By Guest John Sample, November 14, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 14, 2000

26. credit report and 401k loan

    By Guest nebmedman, June 22, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 23, 2001

27. Required Minimum Distributions for rehired employees

    By Guest jdw, December 5, 2003
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 5, 2003

28. Losses on Corrective Distributions

    By DTH, December 9, 2002
    • 3 replies
    • 1.7k views
    • 
    • kocak
    • December 11, 2002

29. RMD to multiple beneficiaries

    By Guest terric, November 2, 2005
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • November 2, 2005

30. RMD Mistake, help!

    By Rgoose27, December 4, 2019
    • 10 replies
    • 1.7k views
    • 
    • Bird
    • December 9, 2019

31. Required Minimum Distribution Where Account Now Worthless

    By Guest Alley, June 22, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 25, 2001

32. California Tax Form

    By WDIK, January 31, 2007
    • 2 replies
    • 1.7k views
    • 
    • WDIK
    • February 1, 2007

33. Vesting and sale of business

    By Guest JPIngold, September 27, 2013
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • September 27, 2013

34. Defined Benefit Plan Death Benefits

    By Guest SCUDDESLER, October 1, 2002
    • 3 replies
    • 1.7k views
    • 
    • MGB
    • October 2, 2002

35. Plan Termination - uncashed checks

    By PFranckowiak, April 12, 2016
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • April 14, 2016

36. Anti-cutback rule

    By Guest ALittleHelpNeeded, January 19, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 19, 2006

37. hardship from roth rollover

    By pmacduff, June 19, 2013
    • 5 replies
    • 1.7k views
    • 
    • Belgarath
    • June 20, 2013

38. RMDs & dec'd owner

    By doombuggy, February 27, 2006
    • 2 replies
    • 1.7k views
    • 
    • doombuggy
    • February 28, 2006

39. Loans and seasonal workers

    By John A, August 15, 2001
    • 0 replies
    • 1.7k views
    • 
    • John A
    • August 15, 2001

40. early retirement distribution

    By Guest dereck@cpactuaries.com, October 3, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 8, 2007

41. Revised 401(a)(9) Model Amendment for Defined Benefit Plans

    By smm, August 23, 2004
    • 0 replies
    • 1.7k views
    • 
    • smm
    • August 23, 2004

42. Definition of "retired" for age 70 1/2 requirements

    By AndyT, April 17, 2001
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • April 17, 2001

43. Deposit of IRS withholding

    By Guest dlm, September 21, 1999
    • 4 replies
    • 1.7k views
    • 
    • Lynn Campbell
    • March 8, 2001

44. Are RMD's required for rollover money into new plan

    By Alan Simpson, June 25, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • June 28, 1999

45. Plan loan term in excess of 5 years to pay for construction of primary

    By Guest Fred Benefits, February 9, 2001
    • 3 replies
    • 1.7k views
    • 
    • Wessex
    • April 5, 2001

46. Consent of Incompetent Spouse

    By Guest Patrick Foley, July 2, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 3, 2002

47. Egelhoff Rides Again

    By Guest erisafried, August 18, 2003
    • 8 replies
    • 1.7k views
    • 
    • Harwood
    • August 19, 2003

48. Distribution in excess of vested account balance

    By Guest ewhitmore, November 13, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • November 13, 2006

49. Distribution Lawsuit! - Estee Lauder plan

    By justanotheradmin, October 16, 2019
    • 13 replies
    • 1.7k views
    • 
    • Bill Presson
    • October 24, 2019

50. QOSA Rules Applicable to DC Plans?

    By Guest Grumpy456, May 15, 2008
    • 5 replies
    • 1.7k views
    • 
    • PJ2009
    • August 24, 2009