Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Age 55 Exception

   By BTH, March 28, 2011
   • 6 replies
   • 2.5k views
   • 
   • Guest
   • April 28, 2011

2. F&C Hardships

   By TPAnnie, April 27, 2011
   • 4 replies
   • 1k views
   • 
   • TPAnnie
   • April 28, 2011

3. Distributions - paid out incorrectly...who makes plan whole?

   By Guest Stacey Potts, March 16, 2011
   • 2 replies
   • 1.3k views
   • 
   • ESOP Guy
   • April 22, 2011

4. Extra Payments on Plan Loans

   By ERISA13, April 11, 2011
   • 1 reply
   • 1.5k views
   • 
   • PensionPro
   • April 11, 2011

5. distribution from related employer

   By Golgi, April 5, 2011
   • 1 reply
   • 928 views
   • 
   • QDROphile
   • April 5, 2011

6. Tax withholding and reporting on escheated funds

   By Oh so SIMPLE, April 1, 2011
   • 1 reply
   • 4.3k views
   • 
   • Jim Norman
   • April 2, 2011

7. Hardship Withdrawal from Deferral Source

   By Dazednconfused, March 24, 2011
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • March 24, 2011

8. RMD from DB plan when plan is terminating

   By dmb, March 22, 2011
   • 0 replies
   • 919 views
   • 
   • dmb
   • March 22, 2011

9. Beneficiary not US citizen

   By BG5150, March 17, 2011
   • 1 reply
   • 1.6k views
   • 
   • mbozek
   • March 17, 2011

10. Employer Not Submitting Payments Withheld on My Check

    By Guest curtis1007, June 9, 2010
    • 7 replies
    • 4.2k views
    • 
    • J. Bringhurst
    • March 16, 2011

11. Form of benefit allowed in doc but not at asset carrier

    By BG5150, March 7, 2011
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • March 8, 2011

12. Spousal rollover from 403b to 401k

    By Guest Peggy806, February 28, 2011
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • March 5, 2011

13. Roth IRA conversion from pre-tax and Roth 401(k)

    By Guest Quacka, February 27, 2011
    • 2 replies
    • 1k views
    • 
    • Guest
    • March 4, 2011

14. Participant Signature on Excess Contrib Withdrawals

    By BG5150, March 1, 2011
    • 2 replies
    • 1.1k views
    • 
    • Bill Presson
    • March 2, 2011

15. Hardship Withdrawals

    By Nassau, February 23, 2011
    • 2 replies
    • 1.2k views
    • 
    • Nassau
    • February 23, 2011

16. Loan payment on severance package

    By Guest sugar daddy, February 22, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 22, 2011

17. Multiple Beneficiaries Primary and Contingent

    By TBob, February 21, 2011
    • 2 replies
    • 1.8k views
    • 
    • masteff
    • February 21, 2011

18. Repayment of impermissible hardship withdrawal

    By dcoderre, February 17, 2011
    • 0 replies
    • 1.7k views
    • 
    • dcoderre
    • February 17, 2011

19. Hardship Withdrawal

    By Nassau, February 15, 2011
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 15, 2011

20. Trustee is refusing to sign

    By Dazednconfused, February 8, 2011
    • 13 replies
    • 2k views
    • 
    • BG5150
    • February 15, 2011

21. Deceased Participant's account balance

    By Nassau, February 10, 2011
    • 5 replies
    • 1.5k views
    • 
    • Peter Gulia
    • February 11, 2011

22. Deceased Participant's Outstanding Loan

    By Nassau, February 9, 2011
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • February 9, 2011

23. Distribution to non-resident alien procedure

    By 30Rock, February 7, 2011
    • 1 reply
    • 2.9k views
    • 
    • Nassau
    • February 9, 2011

24. RMD Payments for a deceased participant

    By Nassau, February 4, 2011
    • 0 replies
    • 945 views
    • 
    • Nassau
    • February 4, 2011

25. 1099-R Box 5 Reporting On Roth with loss

    By Lou S., January 31, 2011
    • 1 reply
    • 3.8k views
    • 
    • masteff
    • February 3, 2011

26. Deposit of Federal Tax Withholding From Participant Distribution

    By 415 Limit, May 17, 2010
    • 24 replies
    • 6.2k views
    • 
    • Bird
    • February 1, 2011

27. QDROs and Joinders

    By Guest SEmer1969, February 1, 2011
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • February 1, 2011

28. in-plan Roth conversion and 1099R

    By Guest Jennyb473, January 27, 2011
    • 1 reply
    • 1.9k views
    • 
    • masteff
    • January 27, 2011

29. Proper dist code

    By doombuggy, January 25, 2011
    • 1 reply
    • 1.2k views
    • 
    • ACox
    • January 25, 2011

30. Donate part of minimum distribution

    By SheilaD, January 20, 2011
    • 1 reply
    • 842 views
    • 
    • david rigby
    • January 20, 2011

31. 1099-R for Annuity Purchase?

    By BTH, January 19, 2011
    • 3 replies
    • 1.7k views
    • 
    • BTH
    • January 20, 2011

32. How many Forms 1099-R

    By Oh so SIMPLE, January 19, 2011
    • 0 replies
    • 868 views
    • 
    • Oh so SIMPLE
    • January 19, 2011

33. The fun just never ends!

    By SMB, January 19, 2011
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • January 19, 2011

34. Distribution Debacle

    By doombuggy, January 19, 2011
    • 0 replies
    • 978 views
    • 
    • doombuggy
    • January 19, 2011

35. F945 and PTIN

    By jkharvey, January 12, 2011
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • January 17, 2011

36. EFTPS - required?

    By SheilaD, November 8, 2010
    • 3 replies
    • 2k views
    • 
    • Doghouse
    • January 11, 2011

37. hardship with loan balance

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

38. paying child support from PS plan

    By Santo Gold, May 24, 2006
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • January 3, 2011

39. Hardship Withdrawal for Tuition

    By Guest ChristineFL, December 28, 2010
    • 6 replies
    • 3.8k views
    • 
    • Guest
    • December 29, 2010

40. RMD for person on "disability"

    By BG5150, December 29, 2010
    • 0 replies
    • 1.1k views
    • 
    • BG5150
    • December 29, 2010

41. Can beneficiary roll distribution into participant's 401k

    By Effen, December 28, 2010
    • 4 replies
    • 926 views
    • 
    • Appleby
    • December 29, 2010

42. Year End withholding - Form 945?

    By Guest Key Lime Pie, December 28, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 28, 2010

43. Coding 1099s for Roth

    By Jim Chad, December 22, 2010
    • 0 replies
    • 877 views
    • 
    • Jim Chad
    • December 22, 2010

44. Loan note for an laid off participant

    By Santo Gold, December 22, 2010
    • 0 replies
    • 830 views
    • 
    • Santo Gold
    • December 22, 2010

45. How long to unwind ineligible rollover transaction?

    By Guest Pennysaver, December 22, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 22, 2010

46. RMD from SIMPLE

    By ombskid, December 21, 2010
    • 1 reply
    • 731 views
    • 
    • Guest
    • December 21, 2010

47. Distribution Timing

    By Dazednconfused, December 17, 2010
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • December 18, 2010

48. $200 withholding rule

    By BG5150, December 17, 2010
    • 3 replies
    • 1.9k views
    • 
    • GMK
    • December 17, 2010

49. Loan to Party in Intererst

    By TPA Bob, December 17, 2010
    • 1 reply
    • 1k views
    • 
    • Ron Snyder
    • December 17, 2010

50. RMD Calculation

    By Earl, December 16, 2010
    • 1 reply
    • 917 views
    • 
    • masteff
    • December 16, 2010