Distributions and Loans, Other than QDROs

4,204 topics in this forum

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

   By Guest Quacka, February 27, 2011
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • March 4, 2011

2. Participant Signature on Excess Contrib Withdrawals

   By BG5150, March 1, 2011
   • 2 replies
   • 1.4k views
   • 
   • Bill Presson
   • March 2, 2011

3. Hardship Withdrawals

   By Nassau, February 23, 2011
   • 2 replies
   • 1.5k views
   • 
   • Nassau
   • February 23, 2011

4. Loan payment on severance package

   By Guest sugar daddy, February 22, 2011
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • February 22, 2011

5. Multiple Beneficiaries Primary and Contingent

   By TBob, February 21, 2011
   • 2 replies
   • 2.1k views
   • 
   • masteff
   • February 21, 2011

6. Repayment of impermissible hardship withdrawal

   By dcoderre, February 17, 2011
   • 0 replies
   • 1.9k views
   • 
   • dcoderre
   • February 17, 2011

7. Hardship Withdrawal

   By Nassau, February 15, 2011
   • 4 replies
   • 1.9k views
   • 
   • Guest
   • February 15, 2011

8. Trustee is refusing to sign

   By Dazednconfused, February 8, 2011
   • 13 replies
   • 2.4k views
   • 
   • BG5150
   • February 15, 2011

9. Deceased Participant's account balance

   By Nassau, February 10, 2011
   • 5 replies
   • 1.8k views
   • 
   • Peter Gulia
   • February 11, 2011

10. Deceased Participant's Outstanding Loan

    By Nassau, February 9, 2011
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • February 9, 2011

11. Distribution to non-resident alien procedure

    By 30Rock, February 7, 2011
    • 1 reply
    • 3.7k views
    • 
    • Nassau
    • February 9, 2011

12. RMD Payments for a deceased participant

    By Nassau, February 4, 2011
    • 0 replies
    • 1.2k views
    • 
    • Nassau
    • February 4, 2011

13. 1099-R Box 5 Reporting On Roth with loss

    By Lou S., January 31, 2011
    • 1 reply
    • 4.6k views
    • 
    • masteff
    • February 3, 2011

14. Deposit of Federal Tax Withholding From Participant Distribution

    By 415 Limit, May 17, 2010
    • 24 replies
    • 7.4k views
    • 
    • Bird
    • February 1, 2011

15. QDROs and Joinders

    By Guest SEmer1969, February 1, 2011
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • February 1, 2011

16. in-plan Roth conversion and 1099R

    By Guest Jennyb473, January 27, 2011
    • 1 reply
    • 2.1k views
    • 
    • masteff
    • January 27, 2011

17. Proper dist code

    By doombuggy, January 25, 2011
    • 1 reply
    • 1.5k views
    • 
    • ACox
    • January 25, 2011

18. Donate part of minimum distribution

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

19. 1099-R for Annuity Purchase?

    By BTH, January 19, 2011
    • 3 replies
    • 2k views
    • 
    • BTH
    • January 20, 2011

20. How many Forms 1099-R

    By Oh so SIMPLE, January 19, 2011
    • 0 replies
    • 1.3k views
    • 
    • Oh so SIMPLE
    • January 19, 2011

21. The fun just never ends!

    By SMB, January 19, 2011
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • January 19, 2011

22. Distribution Debacle

    By doombuggy, January 19, 2011
    • 0 replies
    • 1.2k views
    • 
    • doombuggy
    • January 19, 2011

23. F945 and PTIN

    By jkharvey, January 12, 2011
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • January 17, 2011

24. EFTPS - required?

    By SheilaD, November 8, 2010
    • 3 replies
    • 2.3k views
    • 
    • Doghouse
    • January 11, 2011

25. hardship with loan balance

    By JKW, July 28, 2010
    • 7 replies
    • 2.5k views
    • 
    • masteff
    • January 3, 2011

26. paying child support from PS plan

    By Santo Gold, May 24, 2006
    • 9 replies
    • 3.3k views
    • 
    • Guest
    • January 3, 2011

27. Hardship Withdrawal for Tuition

    By Guest ChristineFL, December 28, 2010
    • 6 replies
    • 4.3k views
    • 
    • Guest
    • December 29, 2010

28. RMD for person on "disability"

    By BG5150, December 29, 2010
    • 0 replies
    • 1.5k views
    • 
    • BG5150
    • December 29, 2010

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

    By Effen, December 28, 2010
    • 4 replies
    • 1.3k views
    • 
    • Appleby
    • December 29, 2010

30. Year End withholding - Form 945?

    By Guest Key Lime Pie, December 28, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 28, 2010

31. Coding 1099s for Roth

    By Jim Chad, December 22, 2010
    • 0 replies
    • 1k views
    • 
    • Jim Chad
    • December 22, 2010

32. Loan note for an laid off participant

    By Santo Gold, December 22, 2010
    • 0 replies
    • 1k views
    • 
    • Santo Gold
    • December 22, 2010

33. How long to unwind ineligible rollover transaction?

    By Guest Pennysaver, December 22, 2010
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 22, 2010

34. RMD from SIMPLE

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

35. Distribution Timing

    By Dazednconfused, December 17, 2010
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • December 18, 2010

36. $200 withholding rule

    By BG5150, December 17, 2010
    • 3 replies
    • 2.1k views
    • 
    • GMK
    • December 17, 2010

37. Loan to Party in Intererst

    By TPA Bob, December 17, 2010
    • 1 reply
    • 1.4k views
    • 
    • Ron Snyder
    • December 17, 2010

38. RMD Calculation

    By Earl, December 16, 2010
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • December 16, 2010

39. RMD effect on death benefit eligibility

    By JBones, December 14, 2010
    • 2 replies
    • 1.8k views
    • 
    • JBones
    • December 14, 2010

40. Alternate Payee and RMD

    By ERISA25, December 14, 2010
    • 1 reply
    • 2.3k views
    • 
    • QDROphile
    • December 14, 2010

41. Withholding for beneficiary

    By ombskid, December 13, 2010
    • 4 replies
    • 1.7k views
    • 
    • ombskid
    • December 13, 2010

42. Ineligible Loan Permitted

    By Dazednconfused, December 8, 2010
    • 4 replies
    • 1.5k views
    • 
    • Dazednconfused
    • December 9, 2010

43. Signing off on hardships

    By Guest newport, December 7, 2010
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • December 7, 2010

44. Taxation of after-tax RMDs

    By Guest Penny17, December 3, 2010
    • 6 replies
    • 2k views
    • 
    • masteff
    • December 6, 2010

45. In-Plan Roth conversions

    By Guest Holly Foster, December 2, 2010
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • December 3, 2010

46. Providing a QJ&S example

    By AlbanyConsultant, November 30, 2010
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • November 30, 2010

47. Uncashed ESOP Dividend Payments

    By stormoj1, November 30, 2010
    • 0 replies
    • 1.5k views
    • 
    • stormoj1
    • November 30, 2010

48. Does rehire stop RMD

    By Richard Anderson, November 30, 2010
    • 0 replies
    • 1.9k views
    • 
    • Richard Anderson
    • November 30, 2010

49. RMD from Roth elective deferrals

    By K2retire, November 23, 2010
    • 21 replies
    • 4.4k views
    • 
    • mbozek
    • November 29, 2010

50. Plan Distribution to Spouse

    By Dazednconfused, November 23, 2010
    • 5 replies
    • 1.8k views
    • 
    • david rigby
    • November 24, 2010