Distributions and Loans, Other than QDROs

4,201 topics in this forum

1. 1099-R ESOP diversification distribution

   By Guest crosseyetester, January 16, 2007
   • 2 replies
   • 3.6k views
   • 
   • Guest
   • January 24, 2007

2. Trust as a Payee

   By Guest robinmingle@aol.com, January 18, 2007
   • 0 replies
   • 1.2k views
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   • Guest
   • January 18, 2007

3. In Service Distribution

   By Lori H, January 16, 2007
   • 17 replies
   • 3k views
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   • Guest
   • January 18, 2007

4. minimum distribution needed?

   By Santo Gold, January 17, 2007
   • 1 reply
   • 1.4k views
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   • Belgarath
   • January 17, 2007

5. Inherited IRA

   By Guest greybeard, January 10, 2007
   • 6 replies
   • 2.6k views
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   • Bird
   • January 17, 2007

6. Failure to issue 1099s

   By Randy Watson, January 16, 2007
   • 1 reply
   • 1.4k views
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   • Guest
   • January 16, 2007

7. Life of the Participant

   By Guest Twinky, January 11, 2007
   • 1 reply
   • 1.3k views
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   • Belgarath
   • January 12, 2007

8. RMD applicable balance for terminee prior to contribution deposit

   By Guest crosseyetester, January 8, 2007
   • 0 replies
   • 1.1k views
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   • Guest
   • January 8, 2007

9. KETRA

   By Guest tajcc, January 5, 2007
   • 0 replies
   • 1.3k views
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   • Guest
   • January 5, 2007

10. Section 845 of '06 Pension Protection Act

    By Guest RJMOB, December 29, 2006
    • 1 reply
    • 2.4k views
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    • Guest
    • January 4, 2007

11. Distribution to spouse of dec'd participant

    By doombuggy, January 4, 2007
    • 2 replies
    • 1.4k views
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    • Guest
    • January 4, 2007

12. DB RMD

    By mming, January 3, 2007
    • 5 replies
    • 2k views
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    • Belgarath
    • January 4, 2007

13. Spousal Waiver

    By Guest lvegas, December 27, 2006
    • 1 reply
    • 1.7k views
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    • JanetM
    • December 27, 2006

14. early payments on a loan

    By betheeg, December 15, 2006
    • 4 replies
    • 2k views
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    • PLAN MAN
    • December 27, 2006

15. TEFRA 242(b) issue

    By bzorc, December 22, 2006
    • 3 replies
    • 2.6k views
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    • KJohnson
    • December 26, 2006

16. 1099-R Code / Minimum Distribution?

    By Guest notapensiongeek, December 20, 2006
    • 3 replies
    • 1.9k views
    • 
    • A Shot in the Dark
    • December 21, 2006

17. Nonspouse beneficiary of qualified plan and IRA rollover

    By Guest P Williamson, December 14, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 16, 2006

18. Remove hardship from plan

    By Santo Gold, December 13, 2006
    • 7 replies
    • 4.2k views
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    • JanetM
    • December 14, 2006

19. RMDs where spousal beneficiary dies

    By Bird, December 12, 2006
    • 0 replies
    • 1.2k views
    • 
    • Bird
    • December 12, 2006

20. RMDs

    By doombuggy, November 27, 2006
    • 5 replies
    • 1.9k views
    • 
    • doombuggy
    • December 5, 2006

21. 2005 money returned - employee not eligible yet

    By Guest akv, November 21, 2006
    • 1 reply
    • 1.4k views
    • 
    • Jim Chad
    • December 1, 2006

22. Loans and death

    By Guest jetfaninmn, November 16, 2006
    • 3 replies
    • 1.7k views
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    • JanetM
    • November 30, 2006

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

    By Guest crosseyetester, November 30, 2006
    • 0 replies
    • 1.5k views
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    • Guest
    • November 30, 2006

24. Return of Hardship Distribution

    By Guest msprice, November 20, 2006
    • 10 replies
    • 3.6k views
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    • QDROphile
    • November 29, 2006

25. Need clarification on RMD for deceased participant

    By jkharvey, November 28, 2006
    • 3 replies
    • 1.8k views
    • 
    • Bird
    • November 29, 2006

26. Missing Participants

    By Guest lindamichals, November 14, 2006
    • 7 replies
    • 3.4k views
    • 
    • Guest
    • November 27, 2006

27. Death of a terminated vested participant under age 55

    By Guest crosseyetester, November 17, 2006
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • November 17, 2006

28. in-service non hardship distributions

    By thepensionmaven, November 17, 2006
    • 3 replies
    • 2.4k views
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    • JanetM
    • November 17, 2006

29. 2 plans... one an owner.. one an employee

    By Basically, November 15, 2006
    • 1 reply
    • 1.5k views
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    • WDIK
    • November 15, 2006

30. Stopping RMDs

    By Guest babs51, November 14, 2006
    • 1 reply
    • 2k views
    • 
    • Leopurrd
    • November 14, 2006

31. Distribution in excess of vested account balance

    By Guest ewhitmore, November 13, 2006
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • November 13, 2006

32. death of participant with no beneficiary form

    By betheeg, November 10, 2006
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • November 10, 2006

33. Flood relief legislation?

    By Guest bmurphy61, November 9, 2006
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • November 9, 2006

34. Distributions in a Formal Plan Termination

    By commishvp, November 9, 2006
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • November 9, 2006

35. Missing participants who have left the country

    By AlbanyConsultant, November 8, 2006
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • November 9, 2006

36. Death Distribution

    By Guest Suanne, November 9, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 9, 2006

37. Gift to University

    By §#$%!, November 8, 2006
    • 2 replies
    • 1.4k views
    • 
    • jevd
    • November 8, 2006

38. Loan Documentation w/out Administrator -- Profit Sharing Plan -- 1-person company

    By Guest Rob Gorman, November 7, 2006
    • 2 replies
    • 1.6k views
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    • Leopurrd
    • November 8, 2006

39. deferred shares

    By Guest rrkluchki, November 6, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 6, 2006

40. Confusion on 401k rollover limitations...

    By Guest Zebo, November 3, 2006
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • November 3, 2006

41. Actuarial Adjustments

    By mming, August 18, 2006
    • 2 replies
    • 1.9k views
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    • mming
    • November 1, 2006

42. RMD

    By Guest jetfaninmn, October 31, 2006
    • 2 replies
    • 1.6k views
    • 
    • Belgarath
    • November 1, 2006

43. Loan not paid from payroll

    By doombuggy, October 27, 2006
    • 2 replies
    • 1.8k views
    • 
    • doombuggy
    • November 1, 2006

44. RMD taxability

    By Guest BigBish, October 31, 2006
    • 2 replies
    • 1.8k views
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    • Appleby
    • October 31, 2006

45. RMDs and Plan's Form of Payment

    By KateSmithPA, October 27, 2006
    • 1 reply
    • 1.5k views
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    • Leopurrd
    • October 27, 2006

46. 72(t) periodic payments

    By Earl, October 27, 2006
    • 0 replies
    • 1.4k views
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    • Earl
    • October 27, 2006

47. Changing the terms of the loan policy

    By Guest anne1, October 25, 2006
    • 1 reply
    • 1.5k views
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    • Archimage
    • October 26, 2006

48. Distribution to Beneficiary

    By Guest notapensiongeek, October 24, 2006
    • 5 replies
    • 2.3k views
    • 
    • Belgarath
    • October 25, 2006

49. Prohibited Transaction

    By chris, October 18, 2006
    • 1 reply
    • 1.7k views
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    • Peter Gulia
    • October 22, 2006

50. Rollover issue

    By Guest bergs, October 20, 2006
    • 1 reply
    • 1.7k views
    • 
    • jevd
    • October 20, 2006