Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Tax withholding on corrective distribution

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

2. In-Kind Distribution of Real Estate

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

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

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

4. Divorce and the DB

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

5. Taxability of Life Insurance Proceeds

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

6. Military leave of absense

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

7. 1099 Deemed Loan Distribitution

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

8. Deported Employee - 401k Balance

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

9. Rollovers by non-spouse beneficiaries

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

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

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

11. Refund of Mistaken Deferrals

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

12. Tax Withholding from payment to deceased's estate

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

13. Non-Spoosue Beneficiary Direct Rollovers

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

14. Distribution of Undivided Interests in Real Estate

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

15. South Carolina Tax Withholding

    By PLAN MAN, November 7, 2007
    • 2 replies
    • 7.9k views
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    • Guest
    • March 20, 2008

16. What is the "date of the loan" for starting the 5 year repay

    By Guest Bob Lees, January 29, 2003
    • 11 replies
    • 3.3k views
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    • Trekker
    • March 20, 2008

17. Spouse MIA can she name a different beneficiary?

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

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

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

19. Distribution Fee Charged to Participant

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

20. Rollovers to Roth IRAs Under PPA 2006

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

21. Must Qualified Plans permit direct rollovers to Roth IRAs in 2008?

    By Guest PGH.ERISA, January 9, 2008
    • 4 replies
    • 1.1k views
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    • Guest
    • March 7, 2008

22. Reporting Rollovers from Qual Plans to Roth IRAs

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

23. Withholding on Rollovers to Roth IRAs

    By Guest PGH.ERISA, November 26, 2007
    • 16 replies
    • 4.8k views
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    • Guest
    • March 6, 2008

24. No Withholding on Distribution in Stock and Cash

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

25. Forced distributions for those that do not respond

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

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

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

27. Distribution to participant who died

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

28. Multiple Death Beneficiaries

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

29. Withholding on a hardship withdrawal

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

30. Won't Return Forms - Plan Termination

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

31. New Plan - Is Averaging Still Relevant?

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

32. Correcting missed RMDs

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

33. Waiver of Excess Accumulation Penalty

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

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

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

35. DB distributes too much to a retiring participant

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

36. Minimum Lump Sums under PPA

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

37. Calculating RMD for spousal beneficiary

    By Guest M. Martin, November 30, 2007
    • 5 replies
    • 2.5k views
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    • jevd
    • January 23, 2008

38. 1099-R Excess contribution for Roth

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

39. Amending a plan for Hardship Distributions

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

40. NonSpouse Rollovers

    By Guest lvegas, December 28, 2007
    • 16 replies
    • 5.5k views
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    • Guest
    • January 18, 2008

41. Proper Tax Year for Loan Default

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

42. Excess Loan Payments

    By Guest EPS2, December 19, 2007
    • 4 replies
    • 1.8k views
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    • JanetM
    • January 9, 2008

43. RMD of Rollover after 70-1/2

    By Guest PGH.ERISA, January 9, 2008
    • 2 replies
    • 1.9k views
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    • masteff
    • January 9, 2008

44. Security for Loan to Acquire Primary Residence

    By Oh so SIMPLE, January 3, 2008
    • 5 replies
    • 1.9k views
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    • masteff
    • January 4, 2008

45. Fees charged for distribution processing

    By Guest perplexedbypensions, January 3, 2008
    • 2 replies
    • 1.5k views
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    • Appleby
    • January 3, 2008

46. In-Service Request - Lump Sum Only Option

    By KateSmithPA, December 31, 2007
    • 2 replies
    • 1.4k views
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    • Guest
    • January 3, 2008

47. RMD in the year participant turns 70 1/2

    By jkharvey, January 2, 2008
    • 2 replies
    • 1.2k views
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    • Guest
    • January 2, 2008

48. non-spouse beneficiary -reassign payment?

    By PFranckowiak, December 28, 2007
    • 6 replies
    • 1.9k views
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    • jevd
    • December 31, 2007

49. IRS regs for Hardship

    By Guest yvonne001, December 28, 2007
    • 2 replies
    • 1.2k views
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    • Guest
    • December 28, 2007

50. RMD for DB Participant

    By Dougsbpc, December 18, 2007
    • 0 replies
    • 907 views
    • 
    • Dougsbpc
    • December 18, 2007