Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. restriction on number of times a person can "replace" an ir

   By maverick, December 10, 2001
   • 2 replies
   • 1.4k views
   • 
   • Appleby
   • December 10, 2001

2. Involuntary cash outs at annuity starting date

   By Guest K.C., January 23, 2009
   • 1 reply
   • 1.4k views
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   • Mike Preston
   • January 23, 2009

3. Penalties for Rollovers?

   By Guest KOlsen, March 15, 2000
   • 2 replies
   • 1.4k views
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   • Guest
   • March 15, 2000

4. Corrective distribution = revocation of 5 year annuity election?

   By Guest JPCMPLS, March 22, 2001
   • 0 replies
   • 1.4k views
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   • Guest
   • March 22, 2001

5. Deemed distribution

   By dmb, June 27, 2002
   • 2 replies
   • 1.4k views
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   • dmb
   • June 27, 2002

6. Ineligible distribution

   By Guest SPOT, October 10, 2002
   • 1 reply
   • 1.4k views
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   • Guest
   • October 22, 2002

7. Participant Loan in Excess of $50,000

   By Guest cease, May 19, 2004
   • 1 reply
   • 1.4k views
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   • QDROphile
   • May 19, 2004

8. Additional Earning by Trust that Terminated and made "Final"

   By Guest, March 1, 2001
   • 0 replies
   • 1.4k views
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   • Guest
   • March 1, 2001

9. RMD and Stock Attribution

   By Guest Twinky, November 7, 2008
   • 2 replies
   • 1.4k views
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   • Guest
   • November 7, 2008

10. Does a waiver of benefits in a property settlement agreement constitut

    By Guest Pat Parks, May 18, 2001
    • 1 reply
    • 1.4k views
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    • Bob R
    • May 21, 2001

11. Distribution at Early Retirement Age

    By Guest jmlumpkin, April 25, 2002
    • 1 reply
    • 1.4k views
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    • Mike Preston
    • April 25, 2002

12. Distribution of a Deemed distribution

    By Guest chris4013, November 25, 2004
    • 1 reply
    • 1.4k views
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    • Ron Snyder
    • November 26, 2004

13. rmd for ira,roth & annuity

    By Guest mandal, May 6, 2009
    • 1 reply
    • 1.4k views
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    • J Simmons
    • May 7, 2009

14. Perjury for CARES distribution

    By justanotheradmin, February 7, 2024
    • 4 replies
    • 1.4k views
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    • Peter Gulia
    • February 8, 2024

15. tpa firm distribution account

    By R. Butler, October 27, 2010
    • 4 replies
    • 1.4k views
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    • SMB
    • October 28, 2010

16. Loan from salary deferral contributions only

    By Guest Factster, September 12, 2001
    • 1 reply
    • 1.4k views
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    • Medusa
    • September 12, 2001

17. Satisy judgement from Vested Profit Sharing?

    By Guest Peg H, January 28, 2000
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • January 29, 2000

18. RMD for 2009

    By pmacduff, September 1, 2009
    • 2 replies
    • 1.4k views
    • 
    • pmacduff
    • September 1, 2009

19. information on handling of loans

    By Guest EBC, September 6, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 6, 2001

20. Minimum Distributions from 403(b)

    By Guest DLearning, December 22, 2003
    • 4 replies
    • 1.4k views
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    • Guest
    • December 30, 2003

21. Taxation of Distributions for American Indians

    By Guest AOlson, July 29, 1999
    • 2 replies
    • 1.4k views
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    • Guest
    • July 30, 1999

22. When is retirement for 401(a)(9) purposes - last day worked or next da

    By Wessex, December 6, 2002
    • 2 replies
    • 1.4k views
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    • Tom Poje
    • December 9, 2002

23. Hardship Withdrawal from Deferral Source

    By Dazednconfused, March 24, 2011
    • 2 replies
    • 1.4k views
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    • Guest
    • March 24, 2011

24. Distributing Missing Participants - here is what I have

    By Basically, August 2, 2024
    • 5 replies
    • 1.4k views
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    • Peter Gulia
    • October 2, 2024

25. Basis

    By FAPInJax, June 6, 2002
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • June 6, 2002

26. Deceased Participant's Outstanding Loan

    By Nassau, February 9, 2011
    • 2 replies
    • 1.4k views
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    • masteff
    • February 9, 2011

27. Form 945

    By Dougsbpc, June 13, 2011
    • 0 replies
    • 1.4k views
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    • Dougsbpc
    • June 13, 2011

28. Loan Fee

    By Guest tlc@cra, October 28, 2004
    • 3 replies
    • 1.4k views
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    • Guest
    • November 1, 2004

29. Non-Spoosue Beneficiary Direct Rollovers

    By Guest PGH.ERISA, March 14, 2008
    • 1 reply
    • 1.4k views
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    • DTH
    • March 20, 2008

30. Loan from Rollover source before eligible

    By Vlad401k, November 24, 2014
    • 4 replies
    • 1.4k views
    • 
    • ForksnKnives
    • December 1, 2014

31. Late Distributions from MPPP

    By chris, October 29, 2007
    • 5 replies
    • 1.3k views
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    • chris
    • November 3, 2007

32. Rollovers to Roth IRAs Under PPA 2006

    By Guest PGH.ERISA, February 12, 2008
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • March 7, 2008

33. RMD after Death - 4 beneficiaries

    By Lou S., February 11, 2013
    • 4 replies
    • 1.3k views
    • 
    • masteff
    • February 12, 2013

34. RMD-are the model amendments in Rev. Proc. 2002-29 mandatory?

    By Guest Donaldson, March 23, 2005
    • 4 replies
    • 1.3k views
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    • Guest
    • March 24, 2005

35. Any problems with a take-now-or-wait provision?

    By John A, September 23, 1999
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • October 1, 1999

36. Should the value of individual insurance policies held by a participan

    By John A, November 1, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • November 1, 1999

37. Automatic Rollovers

    By Guest Kevin Wiggins, March 31, 2004
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • April 13, 2004

38. RMD Participant Authorization

    By JKW, February 27, 2017
    • 5 replies
    • 1.3k views
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    • JKW
    • February 28, 2017

39. Rollover of loan offset amount to Roth IRA

    By Guest riss@7477, October 26, 2011
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • October 26, 2011

40. How to report distribution

    By JanetM, February 25, 2003
    • 4 replies
    • 1.3k views
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    • mbozek
    • February 28, 2003

41. Employee after RBD Ceases to be a 5% Owner

    By Guest Edward McElroy, March 20, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • March 21, 2002

42. loan default

    By thepensionmaven, July 29, 2015
    • 6 replies
    • 1.3k views
    • 
    • K2retire
    • July 30, 2015

43. Payout prior to distribution date

    By eilano, June 22, 2001
    • 1 reply
    • 1.3k views
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    • david rigby
    • June 22, 2001

44. Loans

    By Guest lindamichals, May 11, 2006
    • 2 replies
    • 1.3k views
    • 
    • ERISAnut
    • May 15, 2006

45. Correcting an old defaulted loan

    By John A, October 7, 1999
    • 1 reply
    • 1.3k views
    • 
    • John A
    • October 7, 1999

46. timing of distribution for deceased participant

    By cpc0506, June 25, 2010
    • 6 replies
    • 1.3k views
    • 
    • mbozek
    • July 1, 2010

47. TEFRA 242(b) elections

    By Guest Gibson, September 12, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • September 12, 2000

48. widow and mininum required distributions

    By eilano, March 15, 2006
    • 2 replies
    • 1.3k views
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    • eilano
    • March 16, 2006

49. DB distributes too much to a retiring participant

    By katieinny, January 24, 2008
    • 5 replies
    • 1.3k views
    • 
    • katieinny
    • January 28, 2008

50. Loan limits

    By Guest Sieve, November 8, 2010
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • November 9, 2010