Distributions and Loans, Other than QDROs

4,173 topics in this forum

1. Interest on RMD made in error

   By Guest tbeatty, January 25, 2013
   • 2 replies
   • 1k views
   • 
   • Guest
   • January 25, 2013

2. Periodic Payments

   By Guest ehe0219, January 23, 2013
   • 2 replies
   • 1k views
   • 
   • Guest
   • January 24, 2013

3. Hardship from SIMPLE match

   By R. Butler, January 23, 2013
   • 1 reply
   • 987 views
   • 
   • masteff
   • January 23, 2013

4. Automatic IRA rollover

   By Cynchbeast, January 22, 2013
   • 1 reply
   • 1.2k views
   • 
   • ETA Consulting LLC
   • January 22, 2013

5. no beneficiary designation

   By k man, January 17, 2013
   • 8 replies
   • 1.4k views
   • 
   • MoJo
   • January 21, 2013

6. RMD Distribution

   By JKW, January 18, 2013
   • 6 replies
   • 1.2k views
   • 
   • ETA Consulting LLC
   • January 18, 2013

7. Maximum Loan Availability

   By Guest mmaggs, January 18, 2013
   • 1 reply
   • 952 views
   • 
   • ETA Consulting LLC
   • January 18, 2013

8. EPCRS Procedures - Is this eligible for SCP?

   By emmetttrudy, January 15, 2013
   • 2 replies
   • 928 views
   • 
   • Kevin C
   • January 16, 2013

9. 945 information

   By pmacduff, January 11, 2013
   • 2 replies
   • 1k views
   • 
   • pmacduff
   • January 11, 2013

10. last check, tax reporting and withholding

    By Guest puzzled, January 11, 2013   

    • pension
    • withholding
    • (and 7 more)

      Tagged with:

      • pension
      • withholding
      • beneficiary
      • last check
      • final benefit payment
      • reissue
      • constructive
      • 1099-R
      • taxation
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 11, 2013

11. Profit Sharing Plan RMD Calculation

    By rfahey, January 9, 2013
    • 3 replies
    • 2.8k views
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    • Gary Lesser
    • January 10, 2013

12. Required Beginning Date for RMD

    By 12AX7, January 8, 2013
    • 9 replies
    • 2.7k views
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    • Tom Poje
    • January 9, 2013

13. Protected Benefit?

    By MarZDoates, January 8, 2013
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • January 8, 2013

14. Eligible for Loan?

    By BTH, January 4, 2013
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • January 7, 2013

15. IRS Lien

    By waid10, January 3, 2013   

    • Required to withhold?
    • 0 replies
    • 935 views
    • 
    • waid10
    • January 3, 2013

16. Missing Participant Whose SS# is Unknown

    By mming, December 27, 2012
    • 2 replies
    • 1k views
    • 
    • mbozek
    • December 29, 2012

17. Loans Principal Residence - Documentation Required

    By Lou S., December 21, 2012
    • 3 replies
    • 1.5k views
    • 
    • Lou S.
    • December 21, 2012

18. Must we pay a required-beginning-date distribution to a 8-year-old?

    By Peter Gulia, December 18, 2012
    • 14 replies
    • 1.6k views
    • 
    • masteff
    • December 21, 2012

19. force out at NRA

    By K2retire, December 20, 2012
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • December 20, 2012

20. RMD withholding

    By Cynchbeast, December 20, 2012
    • 4 replies
    • 1.8k views
    • 
    • Tom Poje
    • December 20, 2012

21. Early withdrawal Penalty (10% exception)

    By Nassau, December 19, 2012
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • December 19, 2012

22. Loans: deemed distributions

    By doombuggy, December 18, 2012
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • December 18, 2012

23. Difference between "lump sum" and "single sum"?

    By BG5150, December 12, 2012
    • 13 replies
    • 9.5k views
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    • MoJo
    • December 17, 2012

24. Vested Account Balance over/under $5,000 (fluctuates)

    By 12AX7, December 11, 2012
    • 7 replies
    • 1.9k views
    • 
    • masteff
    • December 13, 2012

25. Deemed distributions - is loan still outstanding?

    By Guest jy12443, December 12, 2012
    • 2 replies
    • 2.8k views
    • 
    • masteff
    • December 12, 2012

26. Distribution to Minor Beneficiary and Fiduciary Obligation to Minor

    By Guest EE Bene, September 16, 2011
    • 3 replies
    • 7.3k views
    • 
    • Guest
    • December 11, 2012

27. RMD in new plan

    By pgold, December 11, 2012
    • 12 replies
    • 1.5k views
    • 
    • pmacduff
    • December 11, 2012

28. RMD's in a new Plan

    By Belgarath, December 10, 2012
    • 7 replies
    • 1.5k views
    • 
    • Belgarath
    • December 10, 2012

29. Avoiding 10% 59-1/2 penalty tax

    By drakecohen, December 7, 2012
    • 1 reply
    • 853 views
    • 
    • ETA Consulting LLC
    • December 7, 2012

30. participant with RMD unresponsive

    By K2retire, December 5, 2012
    • 7 replies
    • 3.9k views
    • 
    • masteff
    • December 5, 2012

31. deceased participant questions

    By Santo Gold, August 7, 2012
    • 18 replies
    • 7.3k views
    • 
    • Anonymoose
    • December 3, 2012

32. Hardship Withdrawal from Match Source Only

    By kevind2010, November 29, 2012
    • 4 replies
    • 3.5k views
    • 
    • Bird
    • November 29, 2012

33. RMD for year of death

    By CassandraS, November 28, 2012
    • 4 replies
    • 1.5k views
    • 
    • CassandraS
    • November 28, 2012

34. Required distributions in a 401(k) plan

    By Jim Chad, December 16, 2006
    • 22 replies
    • 5.3k views
    • 
    • KateSmithPA
    • November 28, 2012

35. Real Estate as an RMD?

    By AlbanyConsultant, November 26, 2012
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • November 26, 2012

36. Missing Participants search options

    By Guest bernverd, November 19, 2012
    • 1 reply
    • 950 views
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    • david rigby
    • November 19, 2012

37. RMD's

    By Guest Donell, November 16, 2012
    • 2 replies
    • 1k views
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    • Kevin C
    • November 16, 2012

38. RMD's

    By kwalified, November 15, 2012
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • November 15, 2012

39. FSA reimbursement over multiple plan years

    By Dennis G., November 14, 2012
    • 0 replies
    • 818 views
    • 
    • Dennis G.
    • November 14, 2012

40. Distribution upon Death

    By ac, November 13, 2012
    • 1 reply
    • 916 views
    • 
    • ETA Consulting LLC
    • November 13, 2012

41. Small balance distributions

    By ombskid, November 8, 2012
    • 4 replies
    • 911 views
    • 
    • ombskid
    • November 8, 2012

42. RMD for owner

    By pmacduff, November 7, 2012
    • 4 replies
    • 909 views
    • 
    • GMK
    • November 7, 2012

43. Lump Sum Distribution and Employee CoOntributions

    By emmetttrudy, November 1, 2012
    • 6 replies
    • 1.8k views
    • 
    • eeyore
    • November 5, 2012

44. Distributions

    By Guest Kevin1, October 23, 2012
    • 1 reply
    • 922 views
    • 
    • ETA Consulting LLC
    • October 23, 2012

45. State Withholding Form

    By emmetttrudy, October 22, 2012
    • 2 replies
    • 1k views
    • 
    • mbozek
    • October 23, 2012

46. Withholding on ineligible deferrals

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

47. Distribution allowed even though rehired?

    By Guest TaxedToDeath, October 11, 2012
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • October 12, 2012

48. After-tax EE contributions rolled to Roth IRA?

    By Santo Gold, October 9, 2012
    • 2 replies
    • 3.4k views
    • 
    • mbozek
    • October 10, 2012

49. rmd missed in 2008 and 2010

    By Guest Mk9522, January 4, 2012
    • 8 replies
    • 4.1k views
    • 
    • Guest
    • October 10, 2012

50. hardship withdrawal

    By pmacduff, October 8, 2012
    • 9 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • October 9, 2012