Distributions and Loans, Other than QDROs

4,166 topics in this forum

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

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

2. RMD of Rollover after 70-1/2

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

3. Fees charged for distribution processing

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

4. Security for Loan to Acquire Primary Residence

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

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

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

6. In-Service Request - Lump Sum Only Option

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

7. NonSpouse Rollovers

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

8. non-spouse beneficiary -reassign payment?

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

9. IRS regs for Hardship

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

10. Excess Loan Payments

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

11. RMD for DB Participant

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

12. MRD and Asset sale

    By PMC, December 12, 2007
    • 0 replies
    • 844 views
    • 
    • PMC
    • December 12, 2007

13. Hardship to prevent eviction from parent's house?

    By Guest ssmith, December 10, 2007
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • December 11, 2007

14. rmd table for db

    By abanky, December 7, 2007
    • 5 replies
    • 1.5k views
    • 
    • abanky
    • December 7, 2007

15. Calculating RMD for spousal beneficiary

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

16. Under-Aged Beneficiary

    By Guest msprice, November 29, 2007
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • November 30, 2007

17. Distribution to Non-spouse Beneficiary

    By mming, November 28, 2007
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • November 29, 2007

18. Withholding on Rollovers to Roth IRAs

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

19. RMD for Multiple Beneficiaries

    By Dougsbpc, November 24, 2007
    • 0 replies
    • 1.2k views
    • 
    • Dougsbpc
    • November 24, 2007

20. Dead guy with an outstanding loan

    By MSN, November 20, 2007
    • 16 replies
    • 3.8k views
    • 
    • Steelerfan
    • November 27, 2007

21. Beneficiary designation of unmarried participant who later marries

    By Guest StephenJ7976, November 19, 2007
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • November 19, 2007

22. Notice of Availbalilty of Rollover Treatment

    By Guest KennyH, November 16, 2007
    • 0 replies
    • 932 views
    • 
    • Guest
    • November 16, 2007

23. 1099-R form for death benefit

    By pmacduff, November 14, 2007
    • 3 replies
    • 3k views
    • 
    • Bird
    • November 15, 2007

24. RMD

    By Guest Mike Schwing, November 14, 2007
    • 1 reply
    • 1k views
    • 
    • PLAN MAN
    • November 14, 2007

25. 5 year repmt, practical considerations

    By wvbeachgirl, November 12, 2007
    • 6 replies
    • 3k views
    • 
    • masteff
    • July 13, 2014

26. LRB calc date if MRD is > DOT

    By Guest SuzieQNEC, November 9, 2007
    • 0 replies
    • 993 views
    • 
    • Guest
    • November 9, 2007

27. South Carolina Tax Withholding

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

28. Hardships and "gross up" for Federal, State or Local taxes

    By Guest BM-VFCC, November 7, 2007
    • 5 replies
    • 2.3k views
    • 
    • Mike Preston
    • November 15, 2007

29. nontaxable portion of distribution

    By Guest KennyH, November 2, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 5, 2007

30. Accrued Contribs Included in Year-End Bal for RMD?

    By Guest ResearchGirl, November 2, 2007
    • 3 replies
    • 4.7k views
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    • PLAN MAN
    • November 2, 2007

31. Roth 401(k)/403(b)

    By Felicia, November 1, 2007
    • 1 reply
    • 989 views
    • 
    • John Feldt ERPA CPC QPA
    • November 2, 2007

32. Overpayments on Participant Distributions

    By Jilliandiz, October 31, 2007
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • November 8, 2007

33. RMD

    By Lori H, October 31, 2007
    • 1 reply
    • 979 views
    • 
    • masteff
    • October 31, 2007

34. profit sharing death benefits

    By Tom Poje, October 30, 2007
    • 6 replies
    • 2.5k views
    • 
    • masteff
    • November 1, 2007

35. DC Participant Receiving RMDs Buys Annuity Contract

    By rocknrolls2, October 29, 2007
    • 2 replies
    • 889 views
    • 
    • rocknrolls2
    • October 30, 2007

36. Late Distributions from MPPP

    By chris, October 29, 2007
    • 5 replies
    • 1.3k views
    • 
    • chris
    • November 3, 2007

37. RMD & Charitable Rollovers

    By DP, October 29, 2007
    • 2 replies
    • 1.3k views
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    • DP
    • October 29, 2007

38. Beneficiary wants to keep money in plan

    By Guest lindamichals, October 26, 2007
    • 0 replies
    • 870 views
    • 
    • Guest
    • October 26, 2007

39. Consequences of a Failure to Defer Benefits

    By Guest SuzieQNEC, October 25, 2007
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • October 25, 2007

40. 401(k) Rollovers to Roth IRA

    By Guest Tad77, October 25, 2007
    • 1 reply
    • 936 views
    • 
    • rocknrolls2
    • October 31, 2007

41. Software for electronic filing of 1099R

    By Monica Barnard, October 24, 2007
    • 3 replies
    • 1.4k views
    • 
    • Monica Barnard
    • October 25, 2007

42. Death, Rollover and RMD 1 2

    By SMB, October 24, 2007
    • 52 replies
    • 10.1k views
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    • masteff
    • November 14, 2007

43. Lost Participant Search

    By TBob, October 23, 2007
    • 3 replies
    • 1.6k views
    • 
    • Belgarath
    • October 24, 2007

44. Loans - Change in payroll frequency

    By Guest Devildog, October 17, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 17, 2007

45. Tax Withholding on ADP refund

    By Bruddah Kimo, October 15, 2007
    • 1 reply
    • 2.5k views
    • 
    • masteff
    • October 15, 2007

46. 1099R Code for return of contributions to DB plan

    By Guest KLM, October 15, 2007
    • 0 replies
    • 889 views
    • 
    • Guest
    • October 15, 2007

47. Life Insurance Proceeds

    By Randy Watson, October 11, 2007
    • 6 replies
    • 1.5k views
    • 
    • Bird
    • October 12, 2007

48. RMD - DB to DC and Off Calendar

    By Guest Twinky, October 11, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 11, 2007

49. RMD/Rollover Situation

    By BTH, October 4, 2007
    • 1 reply
    • 2k views
    • 
    • Bird
    • October 4, 2007

50. Loan taken before Plan adopted a loan policy

    By John Feldt ERPA CPC QPA, October 3, 2007
    • 1 reply
    • 1k views
    • 
    • Belgarath
    • October 4, 2007