Distributions and Loans, Other than QDROs

4,204 topics in this forum

1. Death, Rollover and RMD 1 2

   By SMB, October 24, 2007
   • 52 replies
   • 11.9k views
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   • masteff
   • November 14, 2007

2. LRB calc date if MRD is > DOT

   By Guest SuzieQNEC, November 9, 2007
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • November 9, 2007

3. Overpayments on Participant Distributions

   By Jilliandiz, October 31, 2007
   • 6 replies
   • 2.3k views
   • 
   • Guest
   • November 8, 2007

4. nontaxable portion of distribution

   By Guest KennyH, November 2, 2007
   • 2 replies
   • 1.4k views
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   • Guest
   • November 5, 2007

5. Late Distributions from MPPP

   By chris, October 29, 2007
   • 5 replies
   • 1.6k views
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   • chris
   • November 3, 2007

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

   By Guest ResearchGirl, November 2, 2007
   • 3 replies
   • 5.1k views
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   • PLAN MAN
   • November 2, 2007

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

   By Felicia, November 1, 2007
   • 1 reply
   • 1.3k views
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   • John Feldt ERPA CPC QPA
   • November 2, 2007

8. Nonspouse Beneficiary Direct Rollover

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

9. profit sharing death benefits

   By Tom Poje, October 30, 2007
   • 6 replies
   • 3k views
   • 
   • masteff
   • November 1, 2007

10. RMD

    By Lori H, October 31, 2007
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • October 31, 2007

11. 401(k) Rollovers to Roth IRA

    By Guest Tad77, October 25, 2007
    • 1 reply
    • 1.2k views
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    • rocknrolls2
    • October 31, 2007

12. DC Participant Receiving RMDs Buys Annuity Contract

    By rocknrolls2, October 29, 2007
    • 2 replies
    • 1.2k views
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    • rocknrolls2
    • October 30, 2007

13. RMD & Charitable Rollovers

    By DP, October 29, 2007
    • 2 replies
    • 1.6k views
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    • DP
    • October 29, 2007

14. Beneficiary wants to keep money in plan

    By Guest lindamichals, October 26, 2007
    • 0 replies
    • 1.2k views
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    • Guest
    • October 26, 2007

15. Software for electronic filing of 1099R

    By Monica Barnard, October 24, 2007
    • 3 replies
    • 1.7k views
    • 
    • Monica Barnard
    • October 25, 2007

16. Consequences of a Failure to Defer Benefits

    By Guest SuzieQNEC, October 25, 2007
    • 1 reply
    • 1.6k views
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    • J Simmons
    • October 25, 2007

17. Lost Participant Search

    By TBob, October 23, 2007
    • 3 replies
    • 1.9k views
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    • Belgarath
    • October 24, 2007

18. Loans - Change in payroll frequency

    By Guest Devildog, October 17, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 17, 2007

19. Overpayment of vested benefit to terminated participant

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

20. Tax Withholding on ADP refund

    By Bruddah Kimo, October 15, 2007
    • 1 reply
    • 2.8k views
    • 
    • masteff
    • October 15, 2007

21. 1099R Code for return of contributions to DB plan

    By Guest KLM, October 15, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 15, 2007

22. Life Insurance Proceeds

    By Randy Watson, October 11, 2007
    • 6 replies
    • 1.8k views
    • 
    • Bird
    • October 12, 2007

23. RMD - DB to DC and Off Calendar

    By Guest Twinky, October 11, 2007
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 11, 2007

24. early retirement distribution

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

25. RMD/Rollover Situation

    By BTH, October 4, 2007
    • 1 reply
    • 2.3k views
    • 
    • Bird
    • October 4, 2007

26. Loan taken before Plan adopted a loan policy

    By John Feldt ERPA CPC QPA, October 3, 2007
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • October 4, 2007

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

    By J Simmons, September 28, 2007
    • 3 replies
    • 2.3k views
    • 
    • masteff
    • October 1, 2007

28. Ineligible Rollover ?

    By DP, September 19, 2007
    • 11 replies
    • 3.4k views
    • 
    • Appleby
    • September 21, 2007

29. 1099-R forms for loan

    By pmacduff, September 18, 2007
    • 6 replies
    • 3.7k views
    • 
    • pmacduff
    • September 19, 2007

30. QJSA Elimination

    By Guest John Kleeman, September 12, 2007
    • 8 replies
    • 2.2k views
    • 
    • Bird
    • September 18, 2007

31. Hardship Distribution Determination

    By MoShawn, August 13, 2007
    • 6 replies
    • 3k views
    • 
    • blue
    • September 18, 2007

32. RMD required?

    By Sully, September 14, 2007
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • September 14, 2007

33. 401k Hardship Distribution

    By Guest run_n_fool, September 11, 2007
    • 1 reply
    • 2.1k views
    • 
    • masteff
    • September 11, 2007

34. Changing Distribution Elections Post-Commencement

    By Guest cac1134, September 10, 2007
    • 3 replies
    • 1.5k views
    • 
    • jpod
    • September 10, 2007

35. Nonspouse Rollover and 5 year rule

    By Guest Retirement4Life, September 5, 2007
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • September 5, 2007

36. State Tax withholding

    By Guest RBlaine, August 28, 2007
    • 7 replies
    • 3.4k views
    • 
    • Guest
    • September 1, 2007

37. Nonspouse Direct Rollover to Inherited IRA

    By DTH, March 29, 2007
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 30, 2007

38. Non-spouse Beneficiary Rollover Option

    By Guest lynngov, August 29, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 29, 2007

39. RMD and rollover

    By MoShawn, August 28, 2007
    • 8 replies
    • 3.5k views
    • 
    • Guest
    • August 29, 2007

40. Hardship Distribution from ESOP

    By Guest hami8859, August 28, 2007
    • 1 reply
    • 3k views
    • 
    • masteff
    • August 28, 2007

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

    By Gruegen, August 24, 2007
    • 2 replies
    • 1.5k views
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    • Belgarath
    • August 24, 2007

42. RMDs and After-Tax contributions

    By dmwe, August 13, 2007
    • 18 replies
    • 4.8k views
    • 
    • dmwe
    • August 15, 2007

43. Late required minimum distribution

    By Guest jc1457, August 12, 2007
    • 1 reply
    • 1.9k views
    • 
    • masteff
    • August 13, 2007

44. Beneficiary Rollovers

    By Felicia, July 27, 2007
    • 11 replies
    • 2.5k views
    • 
    • WDIK
    • August 10, 2007

45. Nonspouse Beneficiary

    By Guest ccharper, June 22, 2007
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • August 7, 2007

46. Mandatory withholding spouse beneficiary

    By Guest srs, August 4, 2007
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • August 6, 2007

47. non spouse beneficiary rollover

    By k man, August 3, 2007
    • 4 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • August 6, 2007

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

    By AndrewZ, August 1, 2007
    • 3 replies
    • 1.8k views
    • 
    • J Simmons
    • August 1, 2007

49. Principal Residence Loan #2

    By Guest notapensiongeek, July 31, 2007
    • 6 replies
    • 4.1k views
    • 
    • QDROphile
    • August 1, 2007

50. residential loan amortization

    By wsp, July 30, 2007
    • 0 replies
    • 1.3k views
    • 
    • wsp
    • July 30, 2007