Distributions and Loans, Other than QDROs

4,205 topics in this forum

1. Involuntary cash outs at annuity starting date

   By Guest K.C., January 23, 2009
   • 1 reply
   • 1.9k views
   • 
   • Mike Preston
   • January 23, 2009

2. Conflicting Loan Policy and Promissory Note

   By Guest Statler, January 23, 2009
   • 4 replies
   • 1.8k views
   • 
   • J Simmons
   • January 23, 2009

3. Hardship Distribution for short sale?

   By Lou S., January 21, 2009
   • 11 replies
   • 2.4k views
   • 
   • Lou S.
   • January 22, 2009

4. RMD Required in light of WRERA

   By jkharvey, January 22, 2009
   • 2 replies
   • 1.2k views
   • 
   • Kevin C
   • January 22, 2009

5. Death Distribution

   By J Simmons, January 20, 2009
   • 6 replies
   • 2k views
   • 
   • jevd
   • January 21, 2009

6. State withholding tax chart

   By BG5150, January 16, 2009
   • 3 replies
   • 4k views
   • 
   • david rigby
   • January 21, 2009

7. Participant Paid From Corporate Account

   By mming, January 13, 2009
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • January 19, 2009

8. 1099-R Help!

   By ag780, January 17, 2009
   • 3 replies
   • 1.6k views
   • 
   • Bird
   • January 19, 2009

9. PS-58's impact on rollovers

   By Santo Gold, January 16, 2009
   • 7 replies
   • 2.4k views
   • 
   • Bird
   • January 19, 2009

10. December lump sum rates

    By Guest SuzieQNEC, January 16, 2009
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • January 16, 2009

11. changing involuntary distribution amount

    By Santo Gold, January 14, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • January 14, 2009

12. 1099 Code for Pre Tax Deferral Rolled to Roth IRA

    By BeanCounterBlues, January 13, 2009
    • 3 replies
    • 6.8k views
    • 
    • WDIK
    • January 13, 2009

13. Investment house refused to make required minimum distribution

    By Oh so SIMPLE, January 11, 2009
    • 1 reply
    • 1.4k views
    • 
    • Bill Presson
    • January 12, 2009

14. Money Purchase Pension Plan

    By Guest Sieve, January 8, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 8, 2009

15. RMD before Rollover in year before RBD?

    By CAR, November 11, 2008
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • January 6, 2009

16. Non-spouse rollovers

    By Guest Sieve, January 6, 2009
    • 2 replies
    • 4.5k views
    • 
    • Guest
    • January 6, 2009

17. Laid Off

    By Guest Rutager, January 6, 2009
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • January 6, 2009

18. 945 forms

    By pmacduff, December 30, 2008
    • 3 replies
    • 1.4k views
    • 
    • pmacduff
    • January 6, 2009

19. Small Distribution Withholding Taxes

    By Below Ground, January 5, 2009
    • 5 replies
    • 1.8k views
    • 
    • Below Ground
    • January 6, 2009

20. involuntary distributions

    By Santo Gold, December 23, 2008
    • 5 replies
    • 2k views
    • 
    • QDROphile
    • December 31, 2008

21. Hardship

    By HarleyBabe, December 29, 2008
    • 5 replies
    • 2.6k views
    • 
    • HarleyBabe
    • December 30, 2008

22. required minimum distribution

    By Santo Gold, December 23, 2008
    • 4 replies
    • 2.2k views
    • 
    • david rigby
    • December 23, 2008

23. 1099R Box 12 & Box 15

    By Guest GordonJ, December 22, 2008
    • 1 reply
    • 3k views
    • 
    • JanetM
    • December 22, 2008

24. forged spousal consent

    By Guest dbvail, December 18, 2008
    • 7 replies
    • 4k views
    • 
    • Guest
    • December 22, 2008

25. RMD in year of death

    By M Norton, December 18, 2008
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • December 21, 2008

26. TEFRA and RMD

    By JanetM, December 18, 2008
    • 12 replies
    • 4.6k views
    • 
    • JanetM
    • December 19, 2008

27. loan and alienation rules

    By Guest erisaattorney, December 17, 2008
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • December 17, 2008

28. Distribution from corporate checking account

    By Guest persie, December 16, 2008
    • 7 replies
    • 2.3k views
    • 
    • BG5150
    • December 17, 2008

29. Mother a primary beneficiary for hardship

    By Guest Holly Foster, December 16, 2008
    • 1 reply
    • 1.4k views
    • 
    • K2retire
    • December 17, 2008

30. RMD not taken one year, does it affect next year's?

    By BG5150, December 12, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 12, 2008

31. RMD in new defined benefit plan with past service

    By Guest DCquestioner, December 9, 2008
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • December 12, 2008

32. Lost Earnings on Distribuion Error

    By Guest toddez, December 11, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 11, 2008

33. Exactly WHY is this transaction wrong?

    By AlbanyConsultant, December 10, 2008
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • December 11, 2008

34. lost terminated participant

    By Guest lip, December 10, 2008
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • December 11, 2008

35. who is the beneficiary

    By Guest lip, December 10, 2008
    • 5 replies
    • 1.6k views
    • 
    • J Simmons
    • December 11, 2008

36. Distribution to beneficiary & mandatory withholding

    By BG5150, December 9, 2008
    • 2 replies
    • 1.4k views
    • 
    • rcline46
    • December 9, 2008

37. Hypothetical RMD question

    By BG5150, December 5, 2008
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • December 8, 2008

38. Hardship distribution for a beneficiary

    By Guest Statler, December 4, 2008
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • December 5, 2008

39. First time RMD

    By doombuggy, December 2, 2008
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • December 4, 2008

40. 3 outstanding loans and policy permits a max. of 2

    By Guest Iwonder, December 4, 2008
    • 6 replies
    • 1.7k views
    • 
    • BG5150
    • December 4, 2008

41. What is "immediate" need?

    By BG5150, December 4, 2008
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 4, 2008

42. Annuity distribution from DC plans

    By RCK, November 26, 2008
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • December 4, 2008

43. 402(g) Excess distributed b/4 PYE when loss involved

    By blue, December 4, 2008
    • 0 replies
    • 1.1k views
    • 
    • blue
    • December 4, 2008

44. Employee Contributions in DB Plan & Immediate Annuity < ERD

    By Guest SuzieQNEC, November 18, 2008
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • December 3, 2008

45. Hardship taken after other distibs & loans

    By BG5150, November 26, 2008
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • November 26, 2008

46. MRD before Lump sum Rollover Not Processed

    By Guest CJA, June 4, 2008
    • 10 replies
    • 3.3k views
    • 
    • BG5150
    • November 12, 2008

47. RMD and Stock Attribution

    By Guest Twinky, November 7, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • November 7, 2008

48. QPSA and rollover

    By Guest Penny17, November 6, 2008
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • November 6, 2008

49. In service NR distribution

    By abanky, October 30, 2008
    • 4 replies
    • 1.7k views
    • 
    • ak2ary
    • November 3, 2008

50. Real Estate Distribution

    By Guest ERISA?, October 27, 2008
    • 8 replies
    • 1.9k views
    • 
    • J Simmons
    • October 28, 2008