Distributions and Loans, Other than QDROs

4,191 topics in this forum

1. Death Benefit to a Trust

   By D Lewis, February 26, 2013
   • 0 replies
   • 900 views
   • 
   • D Lewis
   • February 26, 2013

2. 242(b) election

   By thepensionmaven, February 21, 2013
   • 2 replies
   • 1.1k views
   • 
   • Bird
   • February 22, 2013

3. RMD in year of death

   By BG5150, February 21, 2013
   • 1 reply
   • 1.1k views
   • 
   • ETA Consulting LLC
   • February 21, 2013

4. loan default and repayment

   By thepensionmaven, February 14, 2013
   • 1 reply
   • 1k views
   • 
   • rcline46
   • February 14, 2013

5. Correction of Loan Failure through VCP

   By 12AX7, February 6, 2013
   • 7 replies
   • 2.7k views
   • 
   • thepensionmaven
   • February 14, 2013

6. Roth Hardship Withdrawals

   By Nassau, February 13, 2013
   • 2 replies
   • 1.2k views
   • 
   • masteff
   • February 13, 2013

7. RMD after Death - 4 beneficiaries

   By Lou S., February 11, 2013
   • 4 replies
   • 1.5k views
   • 
   • masteff
   • February 12, 2013

8. Plan document or Will?

   By DMcGovern, February 7, 2013   

   • no beneficiary designation
   • 3 replies
   • 1.1k views
   • 
   • masteff
   • February 7, 2013

9. age 55 exception 10% penalty

   By Lori H, February 4, 2013
   • 9 replies
   • 4.1k views
   • 
   • John Feldt ERPA CPC QPA
   • February 6, 2013

10. Required Beginning Date

    By Lori H, February 4, 2013
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • February 5, 2013

11. 1099-R: being the payer and the payee at the same time

    By AlbanyConsultant, January 29, 2013
    • 5 replies
    • 1.7k views
    • 
    • Bird
    • February 2, 2013

12. Disability or Termination

    By TBob, May 23, 2006
    • 9 replies
    • 3.2k views
    • 
    • masteff
    • February 1, 2013

13. RMD and Deferred Distribution

    By AJ North, January 30, 2013
    • 5 replies
    • 1.2k views
    • 
    • AJ North
    • February 1, 2013

14. RMD for deceased participant

    By Santo Gold, February 1, 2013
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • February 1, 2013

15. Loan Default and Qulification Issues

    By Lou S., January 31, 2013
    • 2 replies
    • 1k views
    • 
    • masteff
    • January 31, 2013

16. Who is an Owner for RBD

    By Guest BWORC, January 28, 2013
    • 9 replies
    • 2.2k views
    • 
    • ETA Consulting LLC
    • January 31, 2013

17. Quick clarification on RMD after death of participant

    By jkharvey, January 29, 2013
    • 3 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • January 29, 2013

18. 20% withholding

    By Santo Gold, January 23, 2013
    • 9 replies
    • 1.8k views
    • 
    • masteff
    • January 28, 2013

19. Interest on RMD made in error

    By Guest tbeatty, January 25, 2013
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 25, 2013

20. Periodic Payments

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

21. Hardship from SIMPLE match

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

22. Automatic IRA rollover

    By Cynchbeast, January 22, 2013
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • January 22, 2013

23. no beneficiary designation

    By k man, January 17, 2013
    • 8 replies
    • 1.5k views
    • 
    • MoJo
    • January 21, 2013

24. RMD Distribution

    By JKW, January 18, 2013
    • 6 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • January 18, 2013

25. Maximum Loan Availability

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

26. EPCRS Procedures - Is this eligible for SCP?

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

27. 945 information

    By pmacduff, January 11, 2013
    • 2 replies
    • 1.1k views
    • 
    • pmacduff
    • January 11, 2013

28. 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

29. Profit Sharing Plan RMD Calculation

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

30. Required Beginning Date for RMD

    By 12AX7, January 8, 2013
    • 9 replies
    • 2.8k views
    • 
    • Tom Poje
    • January 9, 2013

31. Protected Benefit?

    By MarZDoates, January 8, 2013
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • January 8, 2013

32. Eligible for Loan?

    By BTH, January 4, 2013
    • 4 replies
    • 1.4k views
    • 
    • Bird
    • January 7, 2013

33. IRS Lien

    By waid10, January 3, 2013   

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

34. Missing Participant Whose SS# is Unknown

    By mming, December 27, 2012
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • December 29, 2012

35. Loans Principal Residence - Documentation Required

    By Lou S., December 21, 2012
    • 3 replies
    • 1.6k views
    • 
    • Lou S.
    • December 21, 2012

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

    By Peter Gulia, December 18, 2012
    • 14 replies
    • 1.7k views
    • 
    • masteff
    • December 21, 2012

37. force out at NRA

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

38. RMD withholding

    By Cynchbeast, December 20, 2012
    • 4 replies
    • 2k views
    • 
    • Tom Poje
    • December 20, 2012

39. Early withdrawal Penalty (10% exception)

    By Nassau, December 19, 2012
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • December 19, 2012

40. Loans: deemed distributions

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

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

    By BG5150, December 12, 2012
    • 13 replies
    • 10k views
    • 
    • MoJo
    • December 17, 2012

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

    By 12AX7, December 11, 2012
    • 7 replies
    • 2k views
    • 
    • masteff
    • December 13, 2012

43. Deemed distributions - is loan still outstanding?

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

44. Distribution to Minor Beneficiary and Fiduciary Obligation to Minor

    By Guest EE Bene, September 16, 2011
    • 3 replies
    • 7.8k views
    • 
    • Guest
    • December 11, 2012

45. RMD in new plan

    By pgold, December 11, 2012
    • 12 replies
    • 1.6k views
    • 
    • pmacduff
    • December 11, 2012

46. RMD's in a new Plan

    By Belgarath, December 10, 2012
    • 7 replies
    • 1.6k views
    • 
    • Belgarath
    • December 10, 2012

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

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

48. participant with RMD unresponsive

    By K2retire, December 5, 2012
    • 7 replies
    • 4k views
    • 
    • masteff
    • December 5, 2012

49. deceased participant questions

    By Santo Gold, August 7, 2012
    • 18 replies
    • 7.9k views
    • 
    • Anonymoose
    • December 3, 2012

50. Hardship Withdrawal from Match Source Only

    By kevind2010, November 29, 2012
    • 4 replies
    • 3.8k views
    • 
    • Bird
    • November 29, 2012