Distributions and Loans, Other than QDROs

4,204 topics in this forum

1. Non-Spoosue Beneficiary Direct Rollovers

   By Guest PGH.ERISA, March 14, 2008
   • 1 reply
   • 1.6k views
   • 
   • DTH
   • March 20, 2008

2. Distribution of Undivided Interests in Real Estate

   By chris, March 20, 2008
   • 1 reply
   • 1.8k views
   • 
   • QDROphile
   • March 20, 2008

3. South Carolina Tax Withholding

   By PLAN MAN, November 7, 2007
   • 2 replies
   • 9.5k views
   • 
   • Guest
   • March 20, 2008

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

   By Guest Bob Lees, January 29, 2003
   • 11 replies
   • 4.6k views
   • 
   • Trekker
   • March 20, 2008

5. Spouse MIA can she name a different beneficiary?

   By Guest EricWings, March 12, 2008
   • 3 replies
   • 1.6k views
   • 
   • GMK
   • March 13, 2008

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

   By Guest TCP, March 3, 2008
   • 5 replies
   • 3.1k views
   • 
   • Guest
   • March 10, 2008

7. Distribution Fee Charged to Participant

   By nancy, March 7, 2008
   • 3 replies
   • 2.2k views
   • 
   • Guest
   • March 10, 2008

8. Rollovers to Roth IRAs Under PPA 2006

   By Guest PGH.ERISA, February 12, 2008
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • March 7, 2008

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

   By Guest PGH.ERISA, January 9, 2008
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • March 7, 2008

10. Reporting Rollovers from Qual Plans to Roth IRAs

    By Guest IraSue, March 5, 2008
    • 1 reply
    • 1.3k views
    • 
    • eeyore
    • March 6, 2008

11. Withholding on Rollovers to Roth IRAs

    By Guest PGH.ERISA, November 26, 2007
    • 16 replies
    • 9.7k views
    • 
    • Guest
    • March 6, 2008

12. No Withholding on Distribution in Stock and Cash

    By GMK, February 28, 2008
    • 1 reply
    • 1.8k views
    • 
    • GMK
    • March 4, 2008

13. Forced distributions for those that do not respond

    By Guest EPS2, February 22, 2008
    • 7 replies
    • 4.1k views
    • 
    • JanetM
    • March 4, 2008

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

    By GMK, February 21, 2008
    • 3 replies
    • 2.5k views
    • 
    • GMK
    • February 26, 2008

15. Distribution to participant who died

    By wvbeachgirl, February 22, 2008
    • 2 replies
    • 1.6k views
    • 
    • jpod
    • February 22, 2008

16. Multiple Death Beneficiaries

    By jpod, February 21, 2008
    • 5 replies
    • 1.9k views
    • 
    • Appleby
    • February 22, 2008

17. Withholding on a hardship withdrawal

    By R. Butler, February 13, 2008
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • February 15, 2008

18. Won't Return Forms - Plan Termination

    By Penman2006, February 5, 2008
    • 4 replies
    • 3k views
    • 
    • Penman2006
    • February 5, 2008

19. New Plan - Is Averaging Still Relevant?

    By rocknrolls2, February 1, 2008
    • 0 replies
    • 1.3k views
    • 
    • rocknrolls2
    • February 1, 2008

20. Correcting missed RMDs

    By Guest RJMOB, January 30, 2008
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • January 30, 2008

21. Waiver of Excess Accumulation Penalty

    By Appleby, January 17, 2008
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • January 30, 2008

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

    By Guest kchadwell, January 30, 2008
    • 1 reply
    • 2.3k views
    • 
    • JanetM
    • January 30, 2008

23. DB distributes too much to a retiring participant

    By katieinny, January 24, 2008
    • 5 replies
    • 1.6k views
    • 
    • katieinny
    • January 28, 2008

24. Minimum Lump Sums under PPA

    By Guest Grumpy456, January 23, 2008
    • 11 replies
    • 3.9k views
    • 
    • Guest
    • January 25, 2008

25. Calculating RMD for spousal beneficiary

    By Guest M. Martin, November 30, 2007
    • 5 replies
    • 3k views
    • 
    • jevd
    • January 23, 2008

26. 1099-R Excess contribution for Roth

    By Guest JOR, January 21, 2008
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • January 21, 2008

27. Amending a plan for Hardship Distributions

    By Guest cc1898, January 17, 2008
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 19, 2008

28. NonSpouse Rollovers

    By Guest lvegas, December 28, 2007
    • 16 replies
    • 6k views
    • 
    • Guest
    • January 18, 2008

29. Proper Tax Year for Loan Default

    By Bruddah Kimo, January 9, 2008
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • January 9, 2008

30. Excess Loan Payments

    By Guest EPS2, December 19, 2007
    • 4 replies
    • 2.2k views
    • 
    • JanetM
    • January 9, 2008

31. RMD of Rollover after 70-1/2

    By Guest PGH.ERISA, January 9, 2008
    • 2 replies
    • 2.2k views
    • 
    • masteff
    • January 9, 2008

32. Security for Loan to Acquire Primary Residence

    By Oh so SIMPLE, January 3, 2008
    • 5 replies
    • 2.3k views
    • 
    • masteff
    • January 4, 2008

33. Fees charged for distribution processing

    By Guest perplexedbypensions, January 3, 2008
    • 2 replies
    • 1.7k views
    • 
    • Appleby
    • January 3, 2008

34. In-Service Request - Lump Sum Only Option

    By KateSmithPA, December 31, 2007
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 3, 2008

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

    By jkharvey, January 2, 2008
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 2, 2008

36. non-spouse beneficiary -reassign payment?

    By PFranckowiak, December 28, 2007
    • 6 replies
    • 2.3k views
    • 
    • jevd
    • December 31, 2007

37. IRS regs for Hardship

    By Guest yvonne001, December 28, 2007
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 28, 2007

38. RMD for DB Participant

    By Dougsbpc, December 18, 2007
    • 0 replies
    • 1.2k views
    • 
    • Dougsbpc
    • December 18, 2007

39. MRD and Asset sale

    By PMC, December 12, 2007
    • 0 replies
    • 1.1k views
    • 
    • PMC
    • December 12, 2007

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

    By Guest ssmith, December 10, 2007
    • 3 replies
    • 3.3k views
    • 
    • Guest
    • December 11, 2007

41. rmd table for db

    By abanky, December 7, 2007
    • 5 replies
    • 1.9k views
    • 
    • abanky
    • December 7, 2007

42. Under-Aged Beneficiary

    By Guest msprice, November 29, 2007
    • 2 replies
    • 3k views
    • 
    • Guest
    • November 30, 2007

43. Distribution to Non-spouse Beneficiary

    By mming, November 28, 2007
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • November 29, 2007

44. Dead guy with an outstanding loan

    By MSN, November 20, 2007
    • 16 replies
    • 4.6k views
    • 
    • Steelerfan
    • November 27, 2007

45. RMD for Multiple Beneficiaries

    By Dougsbpc, November 24, 2007
    • 0 replies
    • 1.4k views
    • 
    • Dougsbpc
    • November 24, 2007

46. Beneficiary designation of unmarried participant who later marries

    By Guest StephenJ7976, November 19, 2007
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • November 19, 2007

47. Notice of Availbalilty of Rollover Treatment

    By Guest KennyH, November 16, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 16, 2007

48. 1099-R form for death benefit

    By pmacduff, November 14, 2007
    • 3 replies
    • 3.4k views
    • 
    • Bird
    • November 15, 2007

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

    By Guest BM-VFCC, November 7, 2007
    • 5 replies
    • 2.6k views
    • 
    • Mike Preston
    • November 15, 2007

50. RMD

    By Guest Mike Schwing, November 14, 2007
    • 1 reply
    • 1.3k views
    • 
    • PLAN MAN
    • November 14, 2007