Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Beneficiary non-US citizen - How do we report 1099?

   By commishvp, May 12, 2008
   • 3 replies
   • 2.5k views
   • 
   • Appleby
   • May 12, 2008

2. Hardship standards in an AccuDraft doc

   By doombuggy, May 8, 2008
   • 5 replies
   • 2k views
   • 
   • masteff
   • May 9, 2008

3. Automatic Rollovers for those who do not respond

   By Guest EPS2, May 6, 2008
   • 1 reply
   • 1.1k views
   • 
   • Below Ground
   • May 6, 2008

4. Pre 87 after tax contributions

   By Guest Retirement4Life, April 29, 2008
   • 1 reply
   • 5.2k views
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   • jevd
   • April 29, 2008

5. Tangible Assets

   By Guest m.n.ouellette, April 29, 2008
   • 3 replies
   • 1.2k views
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   • masteff
   • April 29, 2008

6. Accelerated Payments

   By Dennis Povloski, April 25, 2008
   • 2 replies
   • 1.5k views
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   • masteff
   • April 25, 2008

7. Rollovers of after-tax funds to Roth IRAs

   By Guest PGH.ERISA, April 24, 2008
   • 5 replies
   • 2.1k views
   • 
   • Appleby
   • August 20, 2008

8. Pre Retirement Distributions from Money Purchase Plan

   By Guest JD698, April 24, 2008
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • April 24, 2008

9. Loan for non participant from their rollover?

   By CJS07, April 22, 2008
   • 3 replies
   • 1.9k views
   • 
   • masteff
   • April 22, 2008

10. Corrrective 401(a)(9) distribution

    By Young Curmudgeon, April 18, 2008
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 18, 2008

11. disability payout

    By Guest lip, April 16, 2008
    • 6 replies
    • 2k views
    • 
    • Everett Moreland
    • April 17, 2008

12. Tax withholding on corrective distribution

    By Guest Judy S, April 11, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 11, 2008

13. Mandatory Distribution of After-Tax Contributions?

    By Übernerd, April 10, 2008
    • 12 replies
    • 2.4k views
    • 
    • Übernerd
    • April 16, 2008

14. In-Kind Distribution of Real Estate

    By Guest pm01, April 10, 2008
    • 1 reply
    • 2.3k views
    • 
    • WDIK
    • April 10, 2008

15. Taxability of Life Insurance Proceeds

    By Medusa, April 7, 2008
    • 0 replies
    • 1.6k views
    • 
    • Medusa
    • April 7, 2008

16. In-Service Dist.... penalty free?

    By K-t-F, April 7, 2008
    • 10 replies
    • 2k views
    • 
    • Jim Chad
    • April 8, 2008

17. Divorce and the DB

    By Guest m.n.ouellette, April 7, 2008
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 8, 2008

18. Military leave of absense

    By jkharvey, April 7, 2008
    • 3 replies
    • 1.6k views
    • 
    • GMK
    • April 7, 2008

19. Deported Employee - 401k Balance

    By Guest saotampa, March 31, 2008
    • 1 reply
    • 2.3k views
    • 
    • Appleby
    • March 31, 2008

20. 1099 Deemed Loan Distribitution

    By CJS07, March 31, 2008
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • April 1, 2008

21. EACA/QACA 90-day Permissible Withdrawals

    By DTH, March 25, 2008
    • 5 replies
    • 4.7k views
    • 
    • DTH
    • March 25, 2009

22. Refund of Mistaken Deferrals

    By mschwechter, March 25, 2008
    • 0 replies
    • 1.1k views
    • 
    • mschwechter
    • March 25, 2008

23. Tax Withholding from payment to deceased's estate

    By flosfur, March 22, 2008
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • March 22, 2008

24. Loan limits - 50% of account balance as of what date

    By Trekker, March 20, 2008
    • 3 replies
    • 1.4k views
    • 
    • Trekker
    • March 25, 2008

25. Distribution of Undivided Interests in Real Estate

    By chris, March 20, 2008
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • March 20, 2008

26. Non-Spoosue Beneficiary Direct Rollovers

    By Guest PGH.ERISA, March 14, 2008
    • 1 reply
    • 1.4k views
    • 
    • DTH
    • March 20, 2008

27. Spouse MIA can she name a different beneficiary?

    By Guest EricWings, March 12, 2008
    • 3 replies
    • 1.3k views
    • 
    • GMK
    • March 13, 2008

28. Distribution Fee Charged to Participant

    By nancy, March 7, 2008
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 10, 2008

29. Reporting Rollovers from Qual Plans to Roth IRAs

    By Guest IraSue, March 5, 2008
    • 1 reply
    • 995 views
    • 
    • eeyore
    • March 6, 2008

30. Rollover: Pymt. Independent from Series of Substantially Equal Periodic Pymts

    By Guest TCP, March 3, 2008
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • March 10, 2008

31. No Withholding on Distribution in Stock and Cash

    By GMK, February 28, 2008
    • 1 reply
    • 1.6k views
    • 
    • GMK
    • March 4, 2008

32. Distribution to participant who died

    By wvbeachgirl, February 22, 2008
    • 2 replies
    • 1.2k views
    • 
    • jpod
    • February 22, 2008

33. Forced distributions for those that do not respond

    By Guest EPS2, February 22, 2008
    • 7 replies
    • 3.6k views
    • 
    • JanetM
    • March 4, 2008

34. Is a 401(k) the Same "Kind" of Plan as an ESOP?

    By GMK, February 21, 2008
    • 3 replies
    • 2k views
    • 
    • GMK
    • February 26, 2008

35. Multiple Death Beneficiaries

    By jpod, February 21, 2008
    • 5 replies
    • 1.4k views
    • 
    • Appleby
    • February 22, 2008

36. Withholding on a hardship withdrawal

    By R. Butler, February 13, 2008
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • February 15, 2008

37. Rollovers to Roth IRAs Under PPA 2006

    By Guest PGH.ERISA, February 12, 2008
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • March 7, 2008

38. Rollovers by non-spouse beneficiaries

    By Guest PGH.ERISA, February 11, 2008
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 25, 2008

39. Won't Return Forms - Plan Termination

    By Penman2006, February 5, 2008
    • 4 replies
    • 2.6k views
    • 
    • Penman2006
    • February 5, 2008

40. New Plan - Is Averaging Still Relevant?

    By rocknrolls2, February 1, 2008
    • 0 replies
    • 925 views
    • 
    • rocknrolls2
    • February 1, 2008

41. Correcting missed RMDs

    By Guest RJMOB, January 30, 2008
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 30, 2008

42. RMD if they have 401(k) AND ROTH 401(k) Question

    By Guest kchadwell, January 30, 2008
    • 1 reply
    • 1.9k views
    • 
    • JanetM
    • January 30, 2008

43. Defaulted Loan - 1099R Never issued

    By Guest JDK, January 25, 2008
    • 7 replies
    • 3.4k views
    • 
    • Guest
    • July 18, 2011

44. DB distributes too much to a retiring participant

    By katieinny, January 24, 2008
    • 5 replies
    • 1.3k views
    • 
    • katieinny
    • January 28, 2008

45. Minimum Lump Sums under PPA

    By Guest Grumpy456, January 23, 2008
    • 11 replies
    • 3.3k views
    • 
    • Guest
    • January 25, 2008

46. 1099-R Excess contribution for Roth

    By Guest JOR, January 21, 2008
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 21, 2008

47. Distribution Without Social Security Number

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

48. Amending a plan for Hardship Distributions

    By Guest cc1898, January 17, 2008
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 19, 2008

49. Waiver of Excess Accumulation Penalty

    By Appleby, January 17, 2008
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 30, 2008

50. Proper Tax Year for Loan Default

    By Bruddah Kimo, January 9, 2008
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • January 9, 2008