Distributions and Loans, Other than QDROs

4,188 topics in this forum

1. 945 forms

   By pmacduff, December 30, 2008
   • 3 replies
   • 1.1k views
   • 
   • pmacduff
   • January 6, 2009

2. Small Distribution Withholding Taxes

   By Below Ground, January 5, 2009
   • 5 replies
   • 1.3k views
   • 
   • Below Ground
   • January 6, 2009

3. involuntary distributions

   By Santo Gold, December 23, 2008
   • 5 replies
   • 1.8k views
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   • QDROphile
   • December 31, 2008

4. Hardship

   By HarleyBabe, December 29, 2008
   • 5 replies
   • 2.2k views
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   • HarleyBabe
   • December 30, 2008

5. required minimum distribution

   By Santo Gold, December 23, 2008
   • 4 replies
   • 1.9k views
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   • david rigby
   • December 23, 2008

6. 1099R Box 12 & Box 15

   By Guest GordonJ, December 22, 2008
   • 1 reply
   • 2.8k views
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   • JanetM
   • December 22, 2008

7. forged spousal consent

   By Guest dbvail, December 18, 2008
   • 7 replies
   • 3.6k views
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   • Guest
   • December 22, 2008

8. RMD in year of death

   By M Norton, December 18, 2008
   • 1 reply
   • 1.5k views
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   • Guest
   • December 21, 2008

9. TEFRA and RMD

   By JanetM, December 18, 2008
   • 12 replies
   • 3.9k views
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   • JanetM
   • December 19, 2008

10. loan and alienation rules

    By Guest erisaattorney, December 17, 2008
    • 1 reply
    • 1.2k views
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    • david rigby
    • December 17, 2008

11. Distribution from corporate checking account

    By Guest persie, December 16, 2008
    • 7 replies
    • 2k views
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    • BG5150
    • December 17, 2008

12. Mother a primary beneficiary for hardship

    By Guest Holly Foster, December 16, 2008
    • 1 reply
    • 1.1k views
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    • K2retire
    • December 17, 2008

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

    By BG5150, December 12, 2008
    • 1 reply
    • 1.1k views
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    • Guest
    • December 12, 2008

14. RMD in new defined benefit plan with past service

    By Guest DCquestioner, December 9, 2008
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 12, 2008

15. Lost Earnings on Distribuion Error

    By Guest toddez, December 11, 2008
    • 0 replies
    • 922 views
    • 
    • Guest
    • December 11, 2008

16. Exactly WHY is this transaction wrong?

    By AlbanyConsultant, December 10, 2008
    • 10 replies
    • 1.7k views
    • 
    • Guest
    • December 11, 2008

17. lost terminated participant

    By Guest lip, December 10, 2008
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • December 11, 2008

18. who is the beneficiary

    By Guest lip, December 10, 2008
    • 5 replies
    • 1.3k views
    • 
    • J Simmons
    • December 11, 2008

19. Distribution to beneficiary & mandatory withholding

    By BG5150, December 9, 2008
    • 2 replies
    • 1.2k views
    • 
    • rcline46
    • December 9, 2008

20. Hypothetical RMD question

    By BG5150, December 5, 2008
    • 2 replies
    • 987 views
    • 
    • BG5150
    • December 8, 2008

21. Hardship distribution for a beneficiary

    By Guest Statler, December 4, 2008
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • December 5, 2008

22. First time RMD

    By doombuggy, December 2, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 4, 2008

23. 3 outstanding loans and policy permits a max. of 2

    By Guest Iwonder, December 4, 2008
    • 6 replies
    • 1.4k views
    • 
    • BG5150
    • December 4, 2008

24. What is "immediate" need?

    By BG5150, December 4, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 4, 2008

25. Annuity distribution from DC plans

    By RCK, November 26, 2008
    • 4 replies
    • 1.4k views
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    • david rigby
    • December 4, 2008

26. 402(g) Excess distributed b/4 PYE when loss involved

    By blue, December 4, 2008
    • 0 replies
    • 988 views
    • 
    • blue
    • December 4, 2008

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

    By Guest SuzieQNEC, November 18, 2008
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • December 3, 2008

28. Hardship taken after other distibs & loans

    By BG5150, November 26, 2008
    • 1 reply
    • 979 views
    • 
    • Belgarath
    • November 26, 2008

29. MRD before Lump sum Rollover Not Processed

    By Guest CJA, June 4, 2008
    • 10 replies
    • 3k views
    • 
    • BG5150
    • November 12, 2008

30. RMD and Stock Attribution

    By Guest Twinky, November 7, 2008
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 7, 2008

31. QPSA and rollover

    By Guest Penny17, November 6, 2008
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • November 6, 2008

32. In service NR distribution

    By abanky, October 30, 2008
    • 4 replies
    • 1.5k views
    • 
    • ak2ary
    • November 3, 2008

33. Real Estate Distribution

    By Guest ERISA?, October 27, 2008
    • 8 replies
    • 1.6k views
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    • J Simmons
    • October 28, 2008

34. Plan Termination and lost or unknown beneficiary...

    By Guest EPS2, October 22, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 22, 2008

35. Loans

    By Guest lindamichals, July 8, 2003
    • 11 replies
    • 2.8k views
    • 
    • K2retire
    • October 21, 2008

36. Question answered

    By Guest unregistered, October 20, 2008
    • 0 replies
    • 927 views
    • 
    • Guest
    • October 20, 2008

37. disability leave and vesting

    By Kimberly S, October 17, 2008
    • 0 replies
    • 981 views
    • 
    • Kimberly S
    • October 17, 2008

38. Participant died before rollover made

    By jane123, October 16, 2008
    • 9 replies
    • 4.5k views
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    • GBurns
    • October 17, 2008

39. ISW provision required to take more than RMD?

    By Guest Connie H, October 16, 2008
    • 1 reply
    • 870 views
    • 
    • Guest
    • October 16, 2008

40. Used Credit Card to Pay Medical Expense Now Wants a Hardship

    By Guest KateSmithVA, October 15, 2008
    • 8 replies
    • 6k views
    • 
    • masteff
    • October 16, 2008

41. Military Reservist Distribution -

    By Guest kchadwell, October 16, 2008
    • 0 replies
    • 898 views
    • 
    • Guest
    • October 16, 2008

42. cashout of distribution less than $200

    By AKconsult, October 15, 2008
    • 6 replies
    • 6.2k views
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    • J Simmons
    • October 16, 2008

43. 5% owner & MRD

    By Guest Sieve, October 15, 2008
    • 5 replies
    • 1.9k views
    • 
    • J Simmons
    • October 15, 2008

44. Hardship - Building Principal Residence

    By PFranckowiak, October 9, 2008
    • 2 replies
    • 2.7k views
    • 
    • QDROphile
    • October 9, 2008

45. Rollover to Same Plan

    By Randy Watson, October 7, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • October 7, 2008

46. late loan repayments en masse

    By Santo Gold, October 2, 2008
    • 21 replies
    • 6.2k views
    • 
    • Kimberly S
    • October 7, 2008

47. Over the 402g limit

    By CJS07, October 1, 2008
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 1, 2008

48. In-service distribution in Profit Sharing Plan

    By Guest DCquestioner, September 29, 2008
    • 1 reply
    • 2.2k views
    • 
    • J Simmons
    • September 29, 2008

49. Balance Forward - Revalue for Distribution

    By Guest Factor, September 5, 2008
    • 5 replies
    • 2k views
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    • R. Butler
    • September 22, 2008

50. Failure to withhold

    By Bird, September 12, 2008
    • 3 replies
    • 1.7k views
    • 
    • ERISAnut
    • September 12, 2008