Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Loss of Earnings...

   By Guest JasonElliott, April 17, 2000
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • April 17, 2000

2. loss on balance prior to final distribution

   By Guest GS1100, September 14, 2002
   • 9 replies
   • 1.3k views
   • 
   • Guest
   • September 17, 2002

3. Loss on unqualified Roth Distribution

   By Becky Schwing, April 15, 2019
   • 3 replies
   • 849 views
   • 
   • C. B. Zeller
   • April 18, 2019

4. Losses on Corrective Distributions

   By DTH, December 9, 2002
   • 3 replies
   • 1.7k views
   • 
   • kocak
   • December 11, 2002

5. Lost Distribution Check - Rollover Options

   By Guest JAHman, March 7, 2005
   • 4 replies
   • 7.2k views
   • 
   • QDROphile
   • March 8, 2005

6. Lost Earnings on Distribuion Error

   By Guest toddez, December 11, 2008
   • 0 replies
   • 894 views
   • 
   • Guest
   • December 11, 2008

7. Lost Participant

   By Guest Thornton, January 21, 1999
   • 1 reply
   • 2.4k views
   • 
   • Guest
   • January 28, 1999

8. Lost Participant found many years after required minimum distributions should have started

   By gle318612, July 19, 2011
   • 5 replies
   • 3.9k views
   • 
   • Kevin C
   • July 21, 2011

9. Lost Participant Search

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

10. Lost participants again

    By Bird, May 28, 2010
    • 1 reply
    • 943 views
    • 
    • david rigby
    • May 28, 2010

11. Lost participants in a terminated Money Purchase Pension Plan

    By Guest Ben Feller, June 2, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 2, 1999

12. Lost Participants in existing plan

    By BG5150, July 17, 2009
    • 6 replies
    • 1.9k views
    • 
    • mbozek
    • July 17, 2009

13. lost terminated participant

    By Guest lip, December 10, 2008
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • December 11, 2008

14. LRB calc date if MRD is > DOT

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

15. Lump Sum Cash Distribution Returned to the Plan - Corrected 1099-R?

    By Chris.Y, March 23, 2020   

    • 1099-r
    • lump sum distributions
    • (and 1 more)

      Tagged with:

      • 1099-r
      • lump sum distributions
      • correction
    • 3 replies
    • 652 views
    • 
    • Larry Starr
    • March 23, 2020

16. Lump Sum Distribution and Employee CoOntributions

    By emmetttrudy, November 1, 2012
    • 6 replies
    • 1.8k views
    • 
    • eeyore
    • November 5, 2012

17. LUMP SUM DISTRIBUTIONS AND 10-YEAR AVERAGING.

    By KJohnson, February 23, 2000
    • 3 replies
    • 1.6k views
    • 
    • KJohnson
    • February 23, 2000

18. Lump Sum Distributions And 401(a)(9)

    By Guest Donaldson, March 28, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 28, 2003

19. Lump Sum factor for participants at 415 limit

    By drakecohen, October 27, 2015
    • 2 replies
    • 1.5k views
    • 
    • Calavera
    • October 27, 2015

20. Lump Sum Federal Withholding

    By Guest mikeak, November 11, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 11, 2003

21. Lump Sum payment - 100% witholding

    By Guest RJM, April 1, 2004
    • 3 replies
    • 1.3k views
    • 
    • Harwood
    • April 1, 2004

22. Lump Sum then rolled over w/in 60 days - 1099-R

    By TPApril, September 8, 2022
    • 7 replies
    • 1k views
    • 
    • pmacduff
    • September 8, 2022

23. Lump Sum versus Installments

    By pixmax, May 28, 2009
    • 4 replies
    • 1.6k views
    • 
    • pixmax
    • May 29, 2009

24. Lump Sum Window for Missing Participants

    By BTG, July 20, 2021
    • 3 replies
    • 943 views
    • 
    • BTG
    • July 28, 2021

25. Lump Sums

    By Randy Watson, January 31, 2006
    • 0 replies
    • 1.2k views
    • 
    • Randy Watson
    • January 31, 2006

26. Mailing Rollover Checks to Participants?

    By Spencer, September 14, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • September 14, 1999

27. Mandatory 100% QJSA

    By Ananda, January 19, 2022
    • 7 replies
    • 1.5k views
    • 
    • Nate S
    • January 24, 2022

28. Mandatory Cash Out Amount - $1,000 limit

    By Vlad401k, June 26, 2020
    • 11 replies
    • 3.2k views
    • 
    • BG5150
    • June 29, 2020

29. Mandatory Cashouts

    By Guest JM123, December 3, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 10, 2010

30. Mandatory Cashouts

    By Purplemandinga, June 24, 2021
    • 4 replies
    • 1.3k views
    • 
    • Kevin C
    • June 28, 2021

31. Mandatory cashouts - $1,000 or less

    By Nassau, July 18, 2013
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • July 18, 2013

32. Mandatory distribution less than $1,000

    By LLM, November 17, 2017   

    • mandatory distribution
    • automatic rollover
    • (and 1 more)

      Tagged with:

      • mandatory distribution
      • automatic rollover
      • cash out
    • 4 replies
    • 3.3k views
    • 
    • ETA Consulting LLC
    • November 19, 2017

33. Mandatory Distribution of After-Tax Contributions?

    By Übernerd, April 10, 2008
    • 12 replies
    • 2.4k views
    • 
    • Übernerd
    • April 16, 2008

34. Mandatory Distributions (less than $1000)

    By jkharvey, January 30, 2007
    • 1 reply
    • 1.7k views
    • 
    • JanetM
    • January 30, 2007

35. Mandatory Distributions under $5000

    By Ananda, October 14, 2021
    • 13 replies
    • 2.2k views
    • 
    • ESOP Guy
    • October 20, 2021

36. Mandatory Federal Withholding

    By Dougsbpc, January 11, 2022
    • 11 replies
    • 1.1k views
    • 
    • EBECatty
    • January 13, 2022

37. Mandatory Force-out for <$5,000 and attained NRA.

    By Tom, October 18, 2022
    • 7 replies
    • 1.8k views
    • 
    • Luke Bailey
    • October 25, 2022

38. Mandatory rollovers under 2550.404a-2

    By Belgarath, December 7, 2004
    • 5 replies
    • 1.7k views
    • 
    • mbozek
    • December 8, 2004

39. Mandatory State withholding - participant moved out of state

    By mwyatt, June 5, 2013
    • 7 replies
    • 2.8k views
    • 
    • david rigby
    • June 5, 2013

40. Mandatory Withholding

    By DPSRich, April 3, 2019   

    • quadro
    • 6 replies
    • 719 views
    • 
    • DPSRich
    • April 5, 2019

41. mandatory withholding

    By Guest mikeak, June 6, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • June 6, 2003

42. mandatory withholding

    By Guest le190, December 30, 1998
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • December 30, 1998

43. Mandatory withholding correction

    By Guest ANNEBV, September 30, 1999
    • 5 replies
    • 2.5k views
    • 
    • david rigby
    • October 1, 1999

44. Mandatory withholding on distribution of property

    By JustMe, October 30, 2020
    • 3 replies
    • 984 views
    • 
    • imchipbrown
    • November 3, 2020

45. Mandatory withholding spouse beneficiary

    By Guest srs, August 4, 2007
    • 1 reply
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • August 6, 2007

46. Mandatory withholdings - Keogh plan distributions

    By Lori Friedman, June 6, 2008
    • 3 replies
    • 2.9k views
    • 
    • Appleby
    • June 7, 2008

47. many loan violations

    By Santo Gold, May 1, 2013
    • 1 reply
    • 1.3k views
    • 
    • Kevin C
    • May 3, 2013
48. Marital portion of pension

    Topic was moved to forum Qualified Domestic Relations Orders (QDROs)

49. Maryland Mandatory State Tax Rate

    By Vlad401k, April 22, 2020
    • 5 replies
    • 1.6k views
    • 
    • Bill Presson
    • April 23, 2020

50. Maryland State tax withholding mandatory as of 7/1/05?

    By Guest Julie Woulfe, July 11, 2005
    • 22 replies
    • 8.4k views
    • 
    • mbozek
    • July 30, 2005