Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Minimum distribution withholding

   By alexa, January 24, 2002
   • 5 replies
   • 1.8k views
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   • Medusa
   • January 27, 2002

2. Minimum Distributions

   By Guest RBlaine, August 7, 2001
   • 0 replies
   • 1.4k views
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   • Guest
   • August 7, 2001

3. minimum distributions

   By Belgarath, June 13, 2002
   • 1 reply
   • 1.5k views
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   • Blinky the 3-eyed Fish
   • June 13, 2002

4. minimum distributions

   By Guest Peter Langdon, December 13, 2002
   • 2 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • December 16, 2002

5. minimum distributions for parents of 5% owners

   By Guest landgcpas, February 1, 2001
   • 0 replies
   • 1.4k views
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   • Guest
   • February 1, 2001

6. Minimum Distributions from 403(b)

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

7. Minimum distributions from inherited funds

   By Guest Ed Walker, January 28, 2004
   • 2 replies
   • 994 views
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   • Appleby
   • January 29, 2004

8. Minimum distributions- is the default election to defer MRD if no elec

   By Guest William Lehman, December 7, 1999
   • 2 replies
   • 1.5k views
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   • Guest
   • December 8, 1999

9. Minimum loan amount in loan policy

   By Guest Pat Metallic, December 20, 2001
   • 1 reply
   • 1.4k views
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   • QDROphile
   • December 20, 2001

10. minimum loan term

    By Guest Jeff Rhodes, January 7, 2003
    • 0 replies
    • 1.1k views
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    • Guest
    • January 7, 2003

11. Minimum Lump Sums under PPA

    By Guest Grumpy456, January 23, 2008
    • 11 replies
    • 3.3k views
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    • Guest
    • January 25, 2008

12. minimum required distribution

    By Guest 401kproman, December 3, 2002
    • 13 replies
    • 2.9k views
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    • Brian Gallagher
    • October 31, 2003

13. Minimum Required Distribution from IRA OK if Plan terminates?

    By Lynn Campbell, April 8, 1999
    • 3 replies
    • 1.9k views
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    • Dave Baker
    • April 9, 1999

14. Minimum Required Distribution on After Tax Monies

    By Guest terric, October 22, 2004
    • 1 reply
    • 1k views
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    • MGB
    • October 22, 2004

15. Minimum Required Distribution vs. In-service withdrawal

    By Guest JWBrown, May 27, 2000
    • 1 reply
    • 1.5k views
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    • bzorc
    • May 30, 2000

16. Minimum Required Distributions

    By Guest Carol D, May 17, 2002
    • 1 reply
    • 1.6k views
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    • Appleby
    • May 22, 2002

17. Minimum Required Distributions

    By Guest pjrieck, March 6, 2003
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • March 10, 2003

18. Minimum Required Distributions--No Designated Beneficiary

    By Randy Watson, March 12, 2009
    • 6 replies
    • 1.7k views
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    • Guest
    • March 12, 2009

19. Minor Beneficiary

    By Guest Scout, October 16, 2001
    • 2 replies
    • 1.6k views
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    • david rigby
    • October 19, 2001

20. Minor Beneficiary: Tax Reporting

    By Guest 4Kicks, April 15, 2014
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 15, 2014

21. Minor child as beneficiary

    By Guest MEWilson, May 5, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • May 5, 2004

22. Missed Loan Payments

    By Dazednconfused, November 3, 2010
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • November 4, 2010

23. Missed Notice on Loan

    By Dougsbpc, September 18, 2006
    • 3 replies
    • 1.6k views
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    • J2D2
    • September 19, 2006

24. Missed RMD

    By Guest AJR, August 11, 2009
    • 1 reply
    • 1.4k views
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    • Guest
    • August 14, 2009

25. Missed RMD and balance rolled out of plan

    By khr, August 26, 2020
    • 8 replies
    • 1.8k views
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    • Appleby
    • August 31, 2020

26. Missed RMD by TPA

    By VirtualTPA, January 9, 2023   

    • rmd
    • 13 replies
    • 2.1k views
    • 
    • Peter Gulia
    • January 13, 2023

27. Missed RMD...

    By K-t-F, January 10, 2007
    • 5 replies
    • 2.2k views
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    • Belgarath
    • February 8, 2007

28. Missed Year of Death RMD from Single IRA with Multiple Beneficiaries

    By Plan Doc, March 5, 2025
    • 4 replies
    • 2k views
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    • Peter Gulia
    • March 6, 2025

29. Missing beneficiary form

    By Guest bmurphy, September 6, 2002
    • 4 replies
    • 1.9k views
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    • mbozek
    • September 9, 2002

30. Missing Beneficiary of Deceased Participant

    By chris, July 18, 2005
    • 6 replies
    • 1.8k views
    • 
    • chris
    • July 19, 2005

31. Missing Partcipant and RMD

    By Lou S., March 12, 2025
    • 4 replies
    • 2k views
    • 
    • Paul I
    • March 13, 2025

32. Missing partic: where do you send the 1099?

    By BG5150, May 3, 2021
    • 6 replies
    • 1.6k views
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    • Bill Presson
    • May 5, 2021

33. Missing Participant

    By Randy Watson, March 6, 2006
    • 4 replies
    • 1.8k views
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    • Guest
    • March 7, 2006

34. Missing Participant Due Over $5,000

    By mming, May 15, 2020
    • 13 replies
    • 2.3k views
    • 
    • Bill Presson
    • May 17, 2020

35. Missing Participant in Active Plan (DB or DC)

    By JButtrick, October 15, 2014   

    • Missing participant
    • 3 replies
    • 1.1k views
    • 
    • Lou S.
    • October 15, 2014

36. Missing Participant Whose SS# is Unknown

    By mming, December 27, 2012
    • 2 replies
    • 1k views
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    • mbozek
    • December 29, 2012

37. Missing Participants

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

38. Missing Participants

    By J2D2, November 6, 2002
    • 2 replies
    • 1.3k views
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    • mbozek
    • November 6, 2002

39. Missing Participants and State Law

    By Susan S., July 18, 2013
    • 2 replies
    • 1.3k views
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    • BG5150
    • July 19, 2013

40. Missing Participants search options

    By Guest bernverd, November 19, 2012
    • 1 reply
    • 948 views
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    • david rigby
    • November 19, 2012

41. Missing participants who have left the country

    By AlbanyConsultant, November 8, 2006
    • 5 replies
    • 1.8k views
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    • Guest
    • November 9, 2006

42. Missing Participants?

    By Guest Chris May, January 9, 2003
    • 3 replies
    • 1.2k views
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    • david rigby
    • January 9, 2003

43. Mistakenly Aggregated 401k RMD

    By jvajjm750, October 31, 2017
    • 1 reply
    • 451 views
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    • Mike Preston
    • November 10, 2017

44. Modification of loans

    By k man, October 17, 2006
    • 0 replies
    • 2.7k views
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    • k man
    • October 17, 2006

45. Modifications to Substantially Equal Periodic Payments

    By Felicia, February 4, 2005
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • February 6, 2005

46. Modifying Loan Policy

    By Randy Watson, November 16, 2004
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • December 1, 2004

47. Money Purchase $$ to Defined Benefit Plan?

    By Christine Roberts, February 22, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 23, 2001

48. Money Purchase Pension Plan

    By Nassau, December 6, 2011
    • 4 replies
    • 1.7k views
    • 
    • masteff
    • December 7, 2011

49. Money Purchase Pension Plan

    By Nassau, December 6, 2011
    • 0 replies
    • 911 views
    • 
    • Nassau
    • December 6, 2011

50. Money Purchase Pension Plan

    By Guest Sieve, January 8, 2009
    • 2 replies
    • 988 views
    • 
    • Guest
    • January 8, 2009