Distributions and Loans, Other than QDROs

4,188 topics in this forum

1. Hardships - Refinancing a Primary Residence

   By PJ2009, March 5, 2009
   • 2 replies
   • 1.3k views
   • 
   • PJ2009
   • March 5, 2009

2. Outstanding loans and mergers

   By Guest Statler, March 3, 2009
   • 1 reply
   • 928 views
   • 
   • J Simmons
   • March 4, 2009

3. Terminated Plan Participant Payout

   By Guest RichM, February 27, 2009
   • 1 reply
   • 907 views
   • 
   • K2retire
   • February 28, 2009

4. Restrictions on Plan Distributions

   By Guest arasalin, February 26, 2009
   • 1 reply
   • 1.2k views
   • 
   • J Simmons
   • February 28, 2009

5. Maximium Loan after prohibited transaction

   By Guest SuzieQNEC, February 27, 2009
   • 1 reply
   • 948 views
   • 
   • Jim Chad
   • February 27, 2009

6. Distribution dates

   By Guest dhall, February 24, 2009
   • 9 replies
   • 5.9k views
   • 
   • Below Ground
   • February 26, 2009

7. First time distribution with part of it being ROTH

   By Jim Chad, February 25, 2009
   • 1 reply
   • 1k views
   • 
   • K2retire
   • February 26, 2009

8. ethical issues regarding loans

   By K2retire, February 21, 2009
   • 13 replies
   • 2.1k views
   • 
   • Mike Preston
   • February 25, 2009

9. 1099-R - report when check issued or check received?

   By Guest Champ's Mom, February 19, 2009
   • 6 replies
   • 5.1k views
   • 
   • Guest
   • February 23, 2009

10. ADP failure for 2008...

    By jkharvey, February 22, 2009
    • 0 replies
    • 922 views
    • 
    • jkharvey
    • February 22, 2009

11. Tax withholding remitted by ER

    By Guest jimmybeau, February 20, 2009
    • 1 reply
    • 1k views
    • 
    • GMK
    • February 20, 2009

12. Sole Proprietor

    By Randy Watson, February 19, 2009
    • 1 reply
    • 880 views
    • 
    • WDIK
    • February 19, 2009

13. including rollovers for cashouts

    By AKconsult, February 18, 2009
    • 2 replies
    • 1.3k views
    • 
    • Kevin C
    • February 18, 2009

14. Suspension of Benefits on Re-Employment

    By Guest TooMuchFreeTime, February 18, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 18, 2009

15. Can an UTMA custodian rollover into an inherited IRA?

    By Guest Rissa, February 17, 2009
    • 0 replies
    • 984 views
    • 
    • Guest
    • February 17, 2009

16. Hardship Gray Area

    By Guest Dohertmk, February 13, 2009
    • 2 replies
    • 1.6k views
    • 
    • BG5150
    • February 16, 2009

17. Loan Availability AFTAP < 80%

    By Andy the Actuary, February 13, 2009
    • 2 replies
    • 999 views
    • 
    • Kevin C
    • February 13, 2009

18. Corbel's GUST DC Proto, Basic Plan #01

    By J Simmons, January 28, 2009
    • 10 replies
    • 2.1k views
    • 
    • J Simmons
    • February 11, 2009

19. vested balance after partial distribution

    By Chippy, February 10, 2009
    • 5 replies
    • 2.4k views
    • 
    • Chippy
    • February 11, 2009

20. Failed ADP refund; taxed in what year?

    By Richard Anderson, February 6, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • February 10, 2009

21. WRERA - Participant Wants to take RMD

    By Guest ResearchGirl, February 2, 2009
    • 12 replies
    • 2.3k views
    • 
    • jlea
    • February 9, 2009

22. Direct rollover by non-spouse benficiary

    By SMB, February 3, 2009
    • 6 replies
    • 1.4k views
    • 
    • SMB
    • February 6, 2009

23. hardship question

    By Guest nynaeve, February 6, 2009
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • February 6, 2009

24. Death benefit new spouse

    By Guest Peggy806, February 5, 2009
    • 6 replies
    • 1.3k views
    • 
    • J Simmons
    • February 6, 2009

25. Loan initiated at incorrect rate

    By Guest Holly Foster, December 20, 2008
    • 4 replies
    • 1.5k views
    • 
    • J Simmons
    • February 5, 2009

26. Extension on 1099-R?

    By AlbanyConsultant, February 4, 2009
    • 3 replies
    • 1.7k views
    • 
    • JanetM
    • February 4, 2009

27. PS Plan is issued a 1099-R

    By Santo Gold, February 3, 2009
    • 2 replies
    • 1.1k views
    • 
    • JanetM
    • February 3, 2009

28. 1096's on red or white paper

    By Jim Chad, February 3, 2009
    • 2 replies
    • 1k views
    • 
    • Jim Chad
    • February 3, 2009

29. Partial distribution and the Doc says lump sum

    By Jim Chad, January 31, 2009
    • 1 reply
    • 1k views
    • 
    • K2retire
    • January 31, 2009

30. Penalty(?) for sending out a 1099-R late?

    By BG5150, January 30, 2009
    • 1 reply
    • 7.8k views
    • 
    • david rigby
    • January 30, 2009

31. Can Part change election to w/draw eecwi?

    By Guest SuzieQNEC, January 27, 2009
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • January 27, 2009

32. hardship and resumption of contributions

    By pmacduff, June 3, 2008
    • 10 replies
    • 5.9k views
    • 
    • Guest
    • January 26, 2009

33. 1099-R help for me too!

    By pmacduff, January 19, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 25, 2009

34. Involuntary cash outs at annuity starting date

    By Guest K.C., January 23, 2009
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • January 23, 2009

35. Conflicting Loan Policy and Promissory Note

    By Guest Statler, January 23, 2009
    • 4 replies
    • 1.5k views
    • 
    • J Simmons
    • January 23, 2009

36. Hardship Distribution for short sale?

    By Lou S., January 21, 2009
    • 11 replies
    • 1.7k views
    • 
    • Lou S.
    • January 22, 2009

37. RMD Required in light of WRERA

    By jkharvey, January 22, 2009
    • 2 replies
    • 1k views
    • 
    • Kevin C
    • January 22, 2009

38. Death Distribution

    By J Simmons, January 20, 2009
    • 6 replies
    • 1.6k views
    • 
    • jevd
    • January 21, 2009

39. State withholding tax chart

    By BG5150, January 16, 2009
    • 3 replies
    • 3.5k views
    • 
    • david rigby
    • January 21, 2009

40. Participant Paid From Corporate Account

    By mming, January 13, 2009
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • January 19, 2009

41. 1099-R Help!

    By ag780, January 17, 2009
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • January 19, 2009

42. PS-58's impact on rollovers

    By Santo Gold, January 16, 2009
    • 7 replies
    • 2.1k views
    • 
    • Bird
    • January 19, 2009

43. December lump sum rates

    By Guest SuzieQNEC, January 16, 2009
    • 1 reply
    • 923 views
    • 
    • david rigby
    • January 16, 2009

44. changing involuntary distribution amount

    By Santo Gold, January 14, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 14, 2009

45. 1099 Code for Pre Tax Deferral Rolled to Roth IRA

    By BeanCounterBlues, January 13, 2009
    • 3 replies
    • 6.5k views
    • 
    • WDIK
    • January 13, 2009

46. Investment house refused to make required minimum distribution

    By Oh so SIMPLE, January 11, 2009
    • 1 reply
    • 1.1k views
    • 
    • Bill Presson
    • January 12, 2009

47. Money Purchase Pension Plan

    By Guest Sieve, January 8, 2009
    • 2 replies
    • 1k views
    • 
    • Guest
    • January 8, 2009

48. RMD before Rollover in year before RBD?

    By CAR, November 11, 2008
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • January 6, 2009

49. Non-spouse rollovers

    By Guest Sieve, January 6, 2009
    • 2 replies
    • 4.2k views
    • 
    • Guest
    • January 6, 2009

50. Laid Off

    By Guest Rutager, January 6, 2009
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • January 6, 2009