Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. EPCRS Procedures - Is this eligible for SCP?

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

2. 945 information

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

3. 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
   • 1.1k views
   • 
   • Guest
   • January 11, 2013

4. Profit Sharing Plan RMD Calculation

   By rfahey, January 9, 2013
   • 3 replies
   • 2.7k views
   • 
   • Gary Lesser
   • January 10, 2013

5. Required Beginning Date for RMD

   By 12AX7, January 8, 2013
   • 9 replies
   • 2.6k views
   • 
   • Tom Poje
   • January 9, 2013

6. Protected Benefit?

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

7. Eligible for Loan?

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

8. IRS Lien

   By waid10, January 3, 2013   

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

9. Missing Participant Whose SS# is Unknown

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

10. Loans Principal Residence - Documentation Required

    By Lou S., December 21, 2012
    • 3 replies
    • 1.4k views
    • 
    • Lou S.
    • December 21, 2012

11. 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

12. force out at NRA

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

13. RMD withholding

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

14. Early withdrawal Penalty (10% exception)

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

15. Loans: deemed distributions

    By doombuggy, December 18, 2012
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • December 18, 2012

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

    By BG5150, December 12, 2012
    • 13 replies
    • 9.2k views
    • 
    • MoJo
    • December 17, 2012

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

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

18. Deemed distributions - is loan still outstanding?

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

19. Distribution to Minor Beneficiary and Fiduciary Obligation to Minor

    By Guest EE Bene, September 16, 2011
    • 3 replies
    • 7.1k views
    • 
    • Guest
    • December 11, 2012

20. RMD in new plan

    By pgold, December 11, 2012
    • 12 replies
    • 1.4k views
    • 
    • pmacduff
    • December 11, 2012

21. RMD's in a new Plan

    By Belgarath, December 10, 2012
    • 7 replies
    • 1.4k views
    • 
    • Belgarath
    • December 10, 2012

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

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

23. participant with RMD unresponsive

    By K2retire, December 5, 2012
    • 7 replies
    • 3.8k views
    • 
    • masteff
    • December 5, 2012

24. deceased participant questions

    By Santo Gold, August 7, 2012
    • 18 replies
    • 7.1k views
    • 
    • Anonymoose
    • December 3, 2012

25. Hardship Withdrawal from Match Source Only

    By kevind2010, November 29, 2012
    • 4 replies
    • 3.3k views
    • 
    • Bird
    • November 29, 2012

26. RMD for year of death

    By CassandraS, November 28, 2012
    • 4 replies
    • 1.4k views
    • 
    • CassandraS
    • November 28, 2012

27. Required distributions in a 401(k) plan

    By Jim Chad, December 16, 2006
    • 22 replies
    • 5.2k views
    • 
    • KateSmithPA
    • November 28, 2012

28. Real Estate as an RMD?

    By AlbanyConsultant, November 26, 2012
    • 3 replies
    • 994 views
    • 
    • Bird
    • November 26, 2012

29. Missing Participants search options

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

30. RMD's

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

31. RMD's

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

32. FSA reimbursement over multiple plan years

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

33. Distribution upon Death

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

34. Small balance distributions

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

35. RMD for owner

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

36. Lump Sum Distribution and Employee CoOntributions

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

37. Distributions

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

38. State Withholding Form

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

39. Withholding on ineligible deferrals

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

40. Distribution allowed even though rehired?

    By Guest TaxedToDeath, October 11, 2012
    • 2 replies
    • 1k views
    • 
    • masteff
    • October 12, 2012

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

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

42. rmd missed in 2008 and 2010

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

43. hardship withdrawal

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

44. loan never repaid

    By Santo Gold, September 28, 2012
    • 6 replies
    • 1.3k views
    • 
    • QDROphile
    • October 4, 2012

45. Plan holds non-US property (not allowed)

    By katieinny, October 4, 2012
    • 0 replies
    • 769 views
    • 
    • katieinny
    • October 4, 2012

46. When does a partner "terminate" for distribuiton

    By jkharvey, September 28, 2012
    • 2 replies
    • 853 views
    • 
    • jkharvey
    • September 28, 2012

47. Plan Loan Extending Beyond Plan's Maximum Term Limit

    By 401 Chaos, September 11, 2012
    • 2 replies
    • 1.2k views
    • 
    • 401 Chaos
    • September 26, 2012

48. Plan owned insurance policy, premiums paid by loan

    By kwalified, September 17, 2012
    • 3 replies
    • 954 views
    • 
    • Guest
    • September 20, 2012

49. POA no longer in force

    By DMcGovern, September 20, 2012
    • 1 reply
    • 915 views
    • 
    • ETA Consulting LLC
    • September 20, 2012

50. Owner defaulted on loan

    By BG5150, July 2, 2012
    • 3 replies
    • 1.6k views
    • 
    • SheilaD
    • September 13, 2012