Distributions and Loans, Other than QDROs

4,191 topics in this forum

1. Beneficiary wants to keep money in plan

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

2. Software for electronic filing of 1099R

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

3. Consequences of a Failure to Defer Benefits

   By Guest SuzieQNEC, October 25, 2007
   • 1 reply
   • 1.5k views
   • 
   • J Simmons
   • October 25, 2007

4. Lost Participant Search

   By TBob, October 23, 2007
   • 3 replies
   • 1.8k views
   • 
   • Belgarath
   • October 24, 2007

5. Loans - Change in payroll frequency

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

6. Overpayment of vested benefit to terminated participant

   By Guest Lil Anderson, September 20, 2007
   • 3 replies
   • 2.8k views
   • 
   • Guest
   • October 16, 2007

7. Tax Withholding on ADP refund

   By Bruddah Kimo, October 15, 2007
   • 1 reply
   • 2.6k views
   • 
   • masteff
   • October 15, 2007

8. 1099R Code for return of contributions to DB plan

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

9. Life Insurance Proceeds

   By Randy Watson, October 11, 2007
   • 6 replies
   • 1.6k views
   • 
   • Bird
   • October 12, 2007

10. RMD - DB to DC and Off Calendar

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

11. early retirement distribution

    By Guest dereck@cpactuaries.com, October 3, 2007
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 8, 2007

12. RMD/Rollover Situation

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

13. Loan taken before Plan adopted a loan policy

    By John Feldt ERPA CPC QPA, October 3, 2007
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • October 4, 2007

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

    By J Simmons, September 28, 2007
    • 3 replies
    • 2k views
    • 
    • masteff
    • October 1, 2007

15. Ineligible Rollover ?

    By DP, September 19, 2007
    • 11 replies
    • 3.1k views
    • 
    • Appleby
    • September 21, 2007

16. 1099-R forms for loan

    By pmacduff, September 18, 2007
    • 6 replies
    • 3.2k views
    • 
    • pmacduff
    • September 19, 2007

17. QJSA Elimination

    By Guest John Kleeman, September 12, 2007
    • 8 replies
    • 1.9k views
    • 
    • Bird
    • September 18, 2007

18. Hardship Distribution Determination

    By MoShawn, August 13, 2007
    • 6 replies
    • 2.7k views
    • 
    • blue
    • September 18, 2007

19. RMD required?

    By Sully, September 14, 2007
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • September 14, 2007

20. 401k Hardship Distribution

    By Guest run_n_fool, September 11, 2007
    • 1 reply
    • 2k views
    • 
    • masteff
    • September 11, 2007

21. Changing Distribution Elections Post-Commencement

    By Guest cac1134, September 10, 2007
    • 3 replies
    • 1.3k views
    • 
    • jpod
    • September 10, 2007

22. Nonspouse Rollover and 5 year rule

    By Guest Retirement4Life, September 5, 2007
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • September 5, 2007

23. State Tax withholding

    By Guest RBlaine, August 28, 2007
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • September 1, 2007

24. Nonspouse Direct Rollover to Inherited IRA

    By DTH, March 29, 2007
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • August 30, 2007

25. Non-spouse Beneficiary Rollover Option

    By Guest lynngov, August 29, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 29, 2007

26. RMD and rollover

    By MoShawn, August 28, 2007
    • 8 replies
    • 2.8k views
    • 
    • Guest
    • August 29, 2007

27. Hardship Distribution from ESOP

    By Guest hami8859, August 28, 2007
    • 1 reply
    • 2.7k views
    • 
    • masteff
    • August 28, 2007

28. Roth Rollover to Roth IRA in 2008 and 2009 snafu

    By Gruegen, August 24, 2007
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • August 24, 2007

29. RMDs and After-Tax contributions

    By dmwe, August 13, 2007
    • 18 replies
    • 4.4k views
    • 
    • dmwe
    • August 15, 2007

30. Late required minimum distribution

    By Guest jc1457, August 12, 2007
    • 1 reply
    • 1.8k views
    • 
    • masteff
    • August 13, 2007

31. Beneficiary Rollovers

    By Felicia, July 27, 2007
    • 11 replies
    • 2.1k views
    • 
    • WDIK
    • August 10, 2007

32. Nonspouse Beneficiary

    By Guest ccharper, June 22, 2007
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • August 7, 2007

33. Mandatory withholding spouse beneficiary

    By Guest srs, August 4, 2007
    • 1 reply
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • August 6, 2007

34. non spouse beneficiary rollover

    By k man, August 3, 2007
    • 4 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • August 6, 2007

35. Defaulted loan loses 4975(d)(1) prohibited transanction exemption?

    By AndrewZ, August 1, 2007
    • 3 replies
    • 1.6k views
    • 
    • J Simmons
    • August 1, 2007

36. Principal Residence Loan #2

    By Guest notapensiongeek, July 31, 2007
    • 6 replies
    • 3.8k views
    • 
    • QDROphile
    • August 1, 2007

37. residential loan amortization

    By wsp, July 30, 2007
    • 0 replies
    • 1.2k views
    • 
    • wsp
    • July 30, 2007

38. RMD Requirements when participant can't be located

    By luissaha, July 24, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 27, 2007

39. In-Service Distributions?

    By Jilliandiz, July 24, 2007
    • 0 replies
    • 982 views
    • 
    • Jilliandiz
    • July 24, 2007

40. 3 loans, so one has to go

    By Guest Iwonder, July 19, 2007
    • 3 replies
    • 1.4k views
    • 
    • rcline46
    • July 23, 2007

41. The end of the 8109?

    By AlbanyConsultant, July 17, 2007
    • 6 replies
    • 3.1k views
    • 
    • AlbanyConsultant
    • July 19, 2007

42. in-Service Withdrawal Employer Profit Sharing

    By Guest NeophiteTPA, July 18, 2007
    • 1 reply
    • 2.1k views
    • 
    • Jim Chad
    • July 18, 2007

43. RMDs to non-employee elected officials?

    By EGB, July 18, 2007
    • 0 replies
    • 1k views
    • 
    • EGB
    • July 18, 2007

44. RMD & Death question

    By Earl, July 13, 2007
    • 3 replies
    • 1.2k views
    • 
    • Earl
    • July 13, 2007

45. Are non-owner rmd elections required? can they be changed?

    By Guest crosseyetester, July 13, 2007
    • 0 replies
    • 957 views
    • 
    • Guest
    • July 13, 2007

46. Congressional Authorization of Loans (401k/404c)

    By Guest TrustButVerify, July 10, 2007
    • 1 reply
    • 1.2k views
    • 
    • jpod
    • July 10, 2007

47. Hardship - Buy-out Spouse Interest in Home (Divorce)

    By Guest IRISH79, March 29, 2007
    • 5 replies
    • 5.2k views
    • 
    • Guest
    • July 5, 2007

48. Correction for 70-1/2 Rollover to IRA

    By Guest Judy S, July 5, 2007
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • July 5, 2007

49. age 70-1/2 election form

    By JessFSA, July 3, 2007
    • 2 replies
    • 1.9k views
    • 
    • JessFSA
    • July 4, 2007

50. RMD age 70.5

    By Lori H, June 28, 2007
    • 3 replies
    • 2k views
    • 
    • Belgarath
    • June 29, 2007