Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. RMD effect on death benefit eligibility

   By JBones, December 14, 2010
   • 2 replies
   • 1.4k views
   • 
   • JBones
   • December 14, 2010

2. Alternate Payee and RMD

   By ERISA25, December 14, 2010
   • 1 reply
   • 2k views
   • 
   • QDROphile
   • December 14, 2010

3. Withholding for beneficiary

   By ombskid, December 13, 2010
   • 4 replies
   • 1.2k views
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   • ombskid
   • December 13, 2010

4. Ineligible Loan Permitted

   By Dazednconfused, December 8, 2010
   • 4 replies
   • 1.2k views
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   • Dazednconfused
   • December 9, 2010

5. Signing off on hardships

   By Guest newport, December 7, 2010
   • 5 replies
   • 1.1k views
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   • Guest
   • December 7, 2010

6. Taxation of after-tax RMDs

   By Guest Penny17, December 3, 2010
   • 6 replies
   • 1.6k views
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   • masteff
   • December 6, 2010

7. In-Plan Roth conversions

   By Guest Holly Foster, December 2, 2010
   • 3 replies
   • 1.2k views
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   • mbozek
   • December 3, 2010

8. Providing a QJ&S example

   By AlbanyConsultant, November 30, 2010
   • 1 reply
   • 887 views
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   • Bird
   • November 30, 2010

9. Uncashed ESOP Dividend Payments

   By stormoj1, November 30, 2010
   • 0 replies
   • 1.2k views
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   • stormoj1
   • November 30, 2010

10. Does rehire stop RMD

    By Richard Anderson, November 30, 2010
    • 0 replies
    • 1.7k views
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    • Richard Anderson
    • November 30, 2010

11. RMD from Roth elective deferrals

    By K2retire, November 23, 2010
    • 21 replies
    • 3.5k views
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    • mbozek
    • November 29, 2010

12. Plan Distribution to Spouse

    By Dazednconfused, November 23, 2010
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • November 24, 2010

13. Distribution Without Social Security Number

    By Randy Watson, January 19, 2008
    • 9 replies
    • 4.9k views
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    • K2retire
    • November 20, 2010

14. Form 1099-R Reporting

    By Guest JimJames, November 19, 2010
    • 1 reply
    • 1.1k views
    • 
    • pmacduff
    • November 19, 2010

15. 70 1/2 owner (RMD)

    By Scuba 401, November 18, 2010
    • 4 replies
    • 1.5k views
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    • Guest
    • November 19, 2010

16. 2008 Form 945

    By Anonymoose, November 9, 2010
    • 9 replies
    • 3.4k views
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    • K2retire
    • November 15, 2010

17. rmd after rbd

    By Beemer, November 12, 2010
    • 2 replies
    • 1.4k views
    • 
    • Beemer
    • November 13, 2010

18. RMD for Fiscal Plan

    By Dazednconfused, November 11, 2010
    • 2 replies
    • 1.5k views
    • 
    • Dazednconfused
    • November 11, 2010

19. Terminate PS/ESOP Plan

    By HarleyBabe, November 11, 2010
    • 0 replies
    • 1.1k views
    • 
    • HarleyBabe
    • November 11, 2010

20. Hardship Withdrawal - Eviction Notice Required?

    By Guest JHLUBB, July 7, 2010
    • 2 replies
    • 9.7k views
    • 
    • Guest
    • November 11, 2010

21. RMD - Cash Balance Plan

    By Lou S., November 10, 2010
    • 0 replies
    • 2.1k views
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    • Lou S.
    • November 10, 2010

22. Loan limits

    By Guest Sieve, November 8, 2010
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • November 9, 2010

23. RMD--participant consent needed?

    By BG5150, November 5, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 5, 2010

24. Missed Loan Payments

    By Dazednconfused, November 3, 2010
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • November 4, 2010

25. Life Insurance Proceeds and 1099R

    By Guest Richard Scheer, November 1, 2010
    • 4 replies
    • 2.4k views
    • 
    • Bird
    • November 3, 2010

26. Distribution year for first RMD

    By Guest M. Martin, November 2, 2010
    • 3 replies
    • 2k views
    • 
    • Guest
    • November 2, 2010

27. RMD question

    By BG5150, November 2, 2010
    • 1 reply
    • 840 views
    • 
    • masteff
    • November 2, 2010

28. Small Amount Distributions

    By Lori H, September 27, 2010
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • November 2, 2010

29. Loan past the 5 Years?

    By PFranckowiak, November 1, 2010
    • 1 reply
    • 1k views
    • 
    • Bird
    • November 1, 2010

30. tpa firm distribution account

    By R. Butler, October 27, 2010
    • 4 replies
    • 1.4k views
    • 
    • SMB
    • October 28, 2010

31. insurance premiums paid too early

    By R. Butler, October 27, 2010
    • 3 replies
    • 951 views
    • 
    • R. Butler
    • October 28, 2010

32. Participant Loan Refinance

    By Dougsbpc, October 27, 2010
    • 2 replies
    • 5.3k views
    • 
    • masteff
    • October 27, 2010

33. What does "retired" mean for purposes of RMD?

    By M Norton, October 26, 2010
    • 3 replies
    • 2.9k views
    • 
    • M Norton
    • October 26, 2010

34. Loan correction under EPCRS

    By cdavis25, October 4, 2010
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • October 25, 2010

35. State income tax withholding - CA

    By SMB, October 22, 2010
    • 1 reply
    • 838 views
    • 
    • david rigby
    • October 22, 2010

36. 1.401(k)-1(d)(3)(iv)(D)/Hardship- Employee Need not take counterproductive acts

    By Guest 401kizzle, October 21, 2010
    • 2 replies
    • 1.8k views
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    • GMK
    • October 22, 2010

37. 5 years, even amortization

    By J Simmons, October 19, 2010
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • October 20, 2010

38. Loan #2: took too much

    By doombuggy, October 19, 2010
    • 2 replies
    • 1k views
    • 
    • QDROphile
    • October 19, 2010

39. Satisfying RMDs with Lump Sum

    By Randy Watson, October 18, 2010
    • 6 replies
    • 1.8k views
    • 
    • Randy Watson
    • October 19, 2010

40. RMD as Charitable Contributions

    By Lou S., October 15, 2010
    • 2 replies
    • 1k views
    • 
    • Lou S.
    • October 18, 2010

41. Age 65 Distributions - 401(a)(14)

    By Guest Kiki, October 15, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 15, 2010

42. Waiver of Annuity Required?

    By RPP2001, October 13, 2010
    • 1 reply
    • 1.2k views
    • 
    • My 2 cents
    • October 14, 2010

43. Electronic Filing of Withholding on Distributions

    By Guest SDS_, October 13, 2010
    • 2 replies
    • 1.1k views
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    • david rigby
    • October 14, 2010

44. Quick question and answer: Husband of owner needs RMD after 70.5?

    By Lori H, October 13, 2010
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • October 13, 2010

45. RMD in year of death

    By SMB, October 6, 2010
    • 4 replies
    • 1.4k views
    • 
    • Bird
    • October 7, 2010

46. Distribution of Rollover from PS Plan

    By CAR, September 29, 2010
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • October 5, 2010

47. Fees Charged to Participants

    By Dougsbpc, October 4, 2010
    • 3 replies
    • 1.1k views
    • 
    • Dougsbpc
    • October 4, 2010

48. In-Service Distribution

    By ERISA13, September 30, 2010
    • 1 reply
    • 1.8k views
    • 
    • Lou S.
    • September 30, 2010

49. Hardship 6-month Suspension Over

    By KateSmithPA, September 24, 2010
    • 1 reply
    • 1.9k views
    • 
    • J Simmons
    • September 24, 2010

50. loan policy effective date

    By Guest JWR, September 17, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 17, 2010