Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Fees charged for distribution processing

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

2. In-Service Request - Lump Sum Only Option

   By KateSmithPA, December 31, 2007
   • 2 replies
   • 1.5k views
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   • Guest
   • January 3, 2008

3. 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

4. non-spouse beneficiary -reassign payment?

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

5. IRS regs for Hardship

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

6. RMD for DB Participant

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

7. MRD and Asset sale

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

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

   By Guest ssmith, December 10, 2007
   • 3 replies
   • 2.9k views
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   • Guest
   • December 11, 2007

9. rmd table for db

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

10. Under-Aged Beneficiary

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

11. Distribution to Non-spouse Beneficiary

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

12. Dead guy with an outstanding loan

    By MSN, November 20, 2007
    • 16 replies
    • 3.9k views
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    • Steelerfan
    • November 27, 2007

13. RMD for Multiple Beneficiaries

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

14. Beneficiary designation of unmarried participant who later marries

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

15. Notice of Availbalilty of Rollover Treatment

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

16. 1099-R form for death benefit

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

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

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

18. RMD

    By Guest Mike Schwing, November 14, 2007
    • 1 reply
    • 1.1k views
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    • PLAN MAN
    • November 14, 2007

19. Death, Rollover and RMD 1 2

    By SMB, October 24, 2007
    • 52 replies
    • 10.2k views
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    • masteff
    • November 14, 2007

20. LRB calc date if MRD is > DOT

    By Guest SuzieQNEC, November 9, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • November 9, 2007

21. Overpayments on Participant Distributions

    By Jilliandiz, October 31, 2007
    • 6 replies
    • 2k views
    • 
    • Guest
    • November 8, 2007

22. nontaxable portion of distribution

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

23. Late Distributions from MPPP

    By chris, October 29, 2007
    • 5 replies
    • 1.4k views
    • 
    • chris
    • November 3, 2007

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

    By Guest ResearchGirl, November 2, 2007
    • 3 replies
    • 4.8k views
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    • PLAN MAN
    • November 2, 2007

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

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

26. Nonspouse Beneficiary Direct Rollover

    By DTH, May 3, 2007
    • 3 replies
    • 1.8k views
    • 
    • gc@chimentowebb.com
    • November 2, 2007

27. profit sharing death benefits

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

28. RMD

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

29. 401(k) Rollovers to Roth IRA

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

30. DC Participant Receiving RMDs Buys Annuity Contract

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

31. RMD & Charitable Rollovers

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

32. Beneficiary wants to keep money in plan

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

33. Software for electronic filing of 1099R

    By Monica Barnard, October 24, 2007
    • 3 replies
    • 1.5k views
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    • Monica Barnard
    • October 25, 2007

34. Consequences of a Failure to Defer Benefits

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

35. Lost Participant Search

    By TBob, October 23, 2007
    • 3 replies
    • 1.7k views
    • 
    • Belgarath
    • October 24, 2007

36. Loans - Change in payroll frequency

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

37. Overpayment of vested benefit to terminated participant

    By Guest Lil Anderson, September 20, 2007
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • October 16, 2007

38. Tax Withholding on ADP refund

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

39. 1099R Code for return of contributions to DB plan

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

40. Life Insurance Proceeds

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

41. RMD - DB to DC and Off Calendar

    By Guest Twinky, October 11, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 11, 2007

42. early retirement distribution

    By Guest dereck@cpactuaries.com, October 3, 2007
    • 2 replies
    • 1.7k views
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    • Guest
    • October 8, 2007

43. RMD/Rollover Situation

    By BTH, October 4, 2007
    • 1 reply
    • 2.1k views
    • 
    • Bird
    • October 4, 2007

44. 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

45. After-tax Employee Contributions and Pre-tax Benefits

    By J Simmons, September 28, 2007
    • 3 replies
    • 1.9k views
    • 
    • masteff
    • October 1, 2007

46. Ineligible Rollover ?

    By DP, September 19, 2007
    • 11 replies
    • 2.9k views
    • 
    • Appleby
    • September 21, 2007

47. 1099-R forms for loan

    By pmacduff, September 18, 2007
    • 6 replies
    • 3.1k views
    • 
    • pmacduff
    • September 19, 2007

48. QJSA Elimination

    By Guest John Kleeman, September 12, 2007
    • 8 replies
    • 1.8k views
    • 
    • Bird
    • September 18, 2007

49. Hardship Distribution Determination

    By MoShawn, August 13, 2007
    • 6 replies
    • 2.6k views
    • 
    • blue
    • September 18, 2007

50. RMD required?

    By Sully, September 14, 2007
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 14, 2007