Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Redeposit of Stale Checks

   By TBob, May 22, 2007
   • 1 reply
   • 1.9k views
   • 
   • JanetM
   • May 23, 2007

2. Number of loans

   By PMC, May 21, 2007
   • 1 reply
   • 1.1k views
   • 
   • J Simmons
   • May 22, 2007

3. Should we distribute?

   By Guest zora, May 21, 2007
   • 2 replies
   • 1k views
   • 
   • Guest
   • May 21, 2007

4. Hardship, distributed too much

   By Dan, May 14, 2007
   • 4 replies
   • 1.7k views
   • 
   • wsp
   • May 14, 2007

5. Federal tax withholding/945 reporting

   By Guest FutureOne, May 10, 2007
   • 2 replies
   • 1.4k views
   • 
   • wsp
   • May 10, 2007

6. Involuntary cash-outs at latest commencement date?

   By Guest cac1134, May 8, 2007
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • May 9, 2007

7. Nonspouse Beneficiary Drirect Rollover

   By DTH, May 2, 2007
   • 3 replies
   • 1.3k views
   • 
   • masteff
   • May 3, 2007

8. Minimum distribution IRA vs Profit Sharing Plan

   By ombskid, April 30, 2007
   • 2 replies
   • 1.1k views
   • 
   • masteff
   • May 1, 2007

9. Rolling a loan into a plan that currently does not allow for loans

   By Santo Gold, April 30, 2007
   • 2 replies
   • 1.3k views
   • 
   • Santo Gold
   • April 30, 2007

10. Partial Termination/Interium Val for Distributions?

    By Guest LCOLLINS, April 26, 2007
    • 4 replies
    • 1k views
    • 
    • Guest
    • April 26, 2007

11. Non-Spouse Beneficiary Rollovers

    By Guest IRISH79, April 25, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 25, 2007

12. Social Security Leveling Option

    By Guest crosseyetester, April 25, 2007
    • 2 replies
    • 5.2k views
    • 
    • Guest
    • April 25, 2007

13. Alternate Payee QDRO Question

    By Guest Grumpy456, April 24, 2007
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • April 25, 2007

14. Loan refinance

    By doombuggy, April 24, 2007
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • April 24, 2007

15. Spousal rollover from QP to inherited IRA

    By card, April 6, 2007
    • 9 replies
    • 3.6k views
    • 
    • masteff
    • April 20, 2007

16. Participant Loan 1999

    By Guest csdavis, April 10, 2007
    • 5 replies
    • 3k views
    • 
    • hr for me
    • April 16, 2007

17. Consent to Loan

    By Randy Watson, April 13, 2007
    • 2 replies
    • 1.5k views
    • 
    • Randy Watson
    • April 13, 2007

18. Distribution received 2007 and 2006 1099 reported

    By Guest kramcon, April 8, 2007
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • April 13, 2007

19. Participant is 59.5... can he take dist?

    By K-t-F, April 8, 2007
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • April 9, 2007

20. 10% early withdrawal penalty

    By Guest nipa, March 9, 2007
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • April 8, 2007

21. Can last year's distributions count towards 1st RMD?

    By Guest Jensen, March 30, 2007
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • April 2, 2007

22. Works for Hospital... and own practice

    By K-t-F, March 30, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 30, 2007

23. PPA Shrinks Pension?

    By Guest WantsToLearn, March 29, 2007
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 30, 2007

24. Force out distribution timing

    By Kimberly S, March 28, 2007
    • 3 replies
    • 3k views
    • 
    • J Simmons
    • March 29, 2007

25. 2007 RMD's

    By TPAnnie, March 29, 2007
    • 2 replies
    • 1.2k views
    • 
    • TPAnnie
    • March 29, 2007

26. Exposure for Eliminating the QJSA Form of Benefit?

    By J Simmons, March 24, 2007
    • 12 replies
    • 4k views
    • 
    • J Simmons
    • March 28, 2007

27. First becoming a 5% owner after 70 1/2.

    By KJohnson, March 23, 2007
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • March 23, 2007

28. undetermined amount needed for hardship

    By Santo Gold, March 20, 2007
    • 6 replies
    • 2k views
    • 
    • wsp
    • March 22, 2007

29. 10-year averaging and Capital Gain Treatment

    By Guest Iwonder, March 19, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 20, 2007

30. Non-spouse beneficiaries

    By Santo Gold, March 13, 2007
    • 6 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • March 16, 2007

31. Death before distributions begin

    By k man, March 15, 2007
    • 8 replies
    • 1.5k views
    • 
    • k man
    • March 16, 2007

32. Incoming rollover

    By Bird, March 9, 2007
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • March 15, 2007

33. Non-spouse Beneficiary rollovers

    By KJohnson, March 14, 2007
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • March 14, 2007

34. 77 year-old participant and no RMDs

    By lexi, March 14, 2007
    • 0 replies
    • 1.1k views
    • 
    • lexi
    • March 14, 2007

35. Installment Change

    By DTH, March 9, 2007
    • 0 replies
    • 1.1k views
    • 
    • DTH
    • March 9, 2007

36. ISW from Integrated Plan?

    By JButtrick, March 1, 2007
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • March 7, 2007

37. Over 70 and a half, still working, wants a full dis'tn from account

    By Guest Iwonder, March 2, 2007
    • 5 replies
    • 1.7k views
    • 
    • Belgarath
    • March 6, 2007

38. Diversification distribution from ESOP

    By lexi, March 2, 2007
    • 1 reply
    • 1.2k views
    • 
    • BeckyMiller
    • March 2, 2007

39. Correcting a defaulted loan

    By katieinny, March 1, 2007
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • March 2, 2007

40. changing repayment conditions for a loan rollover

    By Santo Gold, March 1, 2007
    • 0 replies
    • 1k views
    • 
    • Santo Gold
    • March 1, 2007

41. Tax Return Rejected due to EIN on 1099-R

    By Lori H, February 23, 2007
    • 5 replies
    • 2.6k views
    • 
    • Jim Chad
    • February 28, 2007

42. DC Plan Distribution Window

    By Blinky the 3-eyed Fish, February 27, 2007
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • February 27, 2007

43. Should Form 945 be filed showing $0?

    By Santo Gold, January 25, 2007
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • February 27, 2007

44. Death Benefit

    By Guest MC2, February 21, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 21, 2007

45. Rollover Q

    By Guest lvegas, February 20, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 20, 2007

46. Intra controlled group transfer of account

    By Guest Lawrenceg, February 15, 2007
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • February 15, 2007

47. Minimum Age for inservice distributions

    By ombskid, February 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • February 15, 2007

48. Plan Loan -- Change from monthly payments to bi-weekly payments

    By Guest boecar, February 9, 2007
    • 3 replies
    • 1.7k views
    • 
    • JanetM
    • February 9, 2007

49. Minimum Distribution Adjustment

    By Dougsbpc, February 9, 2007
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • February 9, 2007

50. Loan rollover to IRA

    By pmacduff, February 8, 2007
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • February 8, 2007