Distributions and Loans, Other than QDROs

4,167 topics in this forum

1. Loan rollover to IRA

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

2. Missed RMD...

   By K-t-F, January 10, 2007
   • 5 replies
   • 2.1k views
   • 
   • Belgarath
   • February 8, 2007

3. Conditions on a lump sum distribution

   By Guest Grumpy456, February 2, 2007
   • 3 replies
   • 1.5k views
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   • Bird
   • February 8, 2007

4. RMD Rules

   By Guest lvegas, February 6, 2007
   • 1 reply
   • 1.3k views
   • 
   • Bird
   • February 7, 2007

5. Partial RMD

   By Guest Twinky, February 6, 2007
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • February 6, 2007

6. $1500 distribution made to Active Participant w/out trustee authorization

   By Lori H, January 31, 2007
   • 4 replies
   • 1.3k views
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   • Lori H
   • February 1, 2007

7. California Tax Form

   By WDIK, January 31, 2007
   • 2 replies
   • 1.7k views
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   • WDIK
   • February 1, 2007

8. 1099-R filed twice

   By Santo Gold, February 1, 2007
   • 0 replies
   • 1.3k views
   • 
   • Santo Gold
   • February 1, 2007

9. Plan Loan - distribution following leave

   By Guest DTromb, January 30, 2007
   • 0 replies
   • 1.4k views
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   • Guest
   • January 30, 2007

10. Mandatory Distributions (less than $1000)

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

11. Hardship - In Service Distributions

    By Guest psgross, January 30, 2007
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • January 30, 2007

12. refunds paid by participant - IRS 1099R

    By Guest anomi, January 27, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 27, 2007

13. state of michigan pension rules

    By Guest golfergirl0428, January 26, 2007
    • 3 replies
    • 1.8k views
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    • WDIK
    • January 26, 2007

14. When to start repaying a loan

    By Santo Gold, January 26, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • January 26, 2007

15. Handling distribution checks - bonding or fiduciary issues?

    By Guest crosseyetester, January 25, 2007
    • 0 replies
    • 956 views
    • 
    • Guest
    • January 25, 2007

16. Required Minimum Distribution

    By Jilliandiz, January 25, 2007
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • January 25, 2007

17. 1099-R ESOP diversification distribution

    By Guest crosseyetester, January 16, 2007
    • 2 replies
    • 3.2k views
    • 
    • Guest
    • January 24, 2007

18. Trust as a Payee

    By Guest robinmingle@aol.com, January 18, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 18, 2007

19. In Service Distribution

    By Lori H, January 16, 2007
    • 17 replies
    • 2.5k views
    • 
    • Guest
    • January 18, 2007

20. minimum distribution needed?

    By Santo Gold, January 17, 2007
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • January 17, 2007

21. Inherited IRA

    By Guest greybeard, January 10, 2007
    • 6 replies
    • 2.2k views
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    • Bird
    • January 17, 2007

22. Failure to issue 1099s

    By Randy Watson, January 16, 2007
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 16, 2007

23. Life of the Participant

    By Guest Twinky, January 11, 2007
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • January 12, 2007

24. RMD applicable balance for terminee prior to contribution deposit

    By Guest crosseyetester, January 8, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • January 8, 2007

25. KETRA

    By Guest tajcc, January 5, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 5, 2007

26. Section 845 of '06 Pension Protection Act

    By Guest RJMOB, December 29, 2006
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • January 4, 2007

27. Distribution to spouse of dec'd participant

    By doombuggy, January 4, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 4, 2007

28. DB RMD

    By mming, January 3, 2007
    • 5 replies
    • 1.7k views
    • 
    • Belgarath
    • January 4, 2007

29. Spousal Waiver

    By Guest lvegas, December 27, 2006
    • 1 reply
    • 1.5k views
    • 
    • JanetM
    • December 27, 2006

30. early payments on a loan

    By betheeg, December 15, 2006
    • 4 replies
    • 1.7k views
    • 
    • PLAN MAN
    • December 27, 2006

31. TEFRA 242(b) issue

    By bzorc, December 22, 2006
    • 3 replies
    • 2.3k views
    • 
    • KJohnson
    • December 26, 2006

32. 1099-R Code / Minimum Distribution?

    By Guest notapensiongeek, December 20, 2006
    • 3 replies
    • 1.8k views
    • 
    • A Shot in the Dark
    • December 21, 2006

33. Nonspouse beneficiary of qualified plan and IRA rollover

    By Guest P Williamson, December 14, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 16, 2006

34. Remove hardship from plan

    By Santo Gold, December 13, 2006
    • 7 replies
    • 3.8k views
    • 
    • JanetM
    • December 14, 2006

35. RMDs where spousal beneficiary dies

    By Bird, December 12, 2006
    • 0 replies
    • 1k views
    • 
    • Bird
    • December 12, 2006

36. RMDs

    By doombuggy, November 27, 2006
    • 5 replies
    • 1.7k views
    • 
    • doombuggy
    • December 5, 2006

37. 2005 money returned - employee not eligible yet

    By Guest akv, November 21, 2006
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • December 1, 2006

38. Loans and death

    By Guest jetfaninmn, November 16, 2006
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • November 30, 2006

39. Relative Value Statements - do Single participants or MRD's get them?

    By Guest crosseyetester, November 30, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 30, 2006

40. Return of Hardship Distribution

    By Guest msprice, November 20, 2006
    • 10 replies
    • 3.1k views
    • 
    • QDROphile
    • November 29, 2006

41. Need clarification on RMD for deceased participant

    By jkharvey, November 28, 2006
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • November 29, 2006

42. Missing Participants

    By Guest lindamichals, November 14, 2006
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • November 27, 2006

43. Death of a terminated vested participant under age 55

    By Guest crosseyetester, November 17, 2006
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • November 17, 2006

44. in-service non hardship distributions

    By thepensionmaven, November 17, 2006
    • 3 replies
    • 2k views
    • 
    • JanetM
    • November 17, 2006

45. 2 plans... one an owner.. one an employee

    By K-t-F, November 15, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • November 15, 2006

46. Stopping RMDs

    By Guest babs51, November 14, 2006
    • 1 reply
    • 1.9k views
    • 
    • Leopurrd
    • November 14, 2006

47. Distribution in excess of vested account balance

    By Guest ewhitmore, November 13, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • November 13, 2006

48. death of participant with no beneficiary form

    By betheeg, November 10, 2006
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • November 10, 2006

49. Flood relief legislation?

    By Guest bmurphy61, November 9, 2006
    • 1 reply
    • 1k views
    • 
    • Appleby
    • November 9, 2006

50. Distributions in a Formal Plan Termination

    By commishvp, November 9, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • November 9, 2006