Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. 10% early withdrawl penalty

   By k man, May 1, 2006
   • 3 replies
   • 1.6k views
   • 
   • ERISAnut
   • May 3, 2006

2. loans:deemed distributions on a takeover plan

   By Lori H, April 18, 2006
   • 1 reply
   • 1.2k views
   • 
   • ERISAnut
   • May 2, 2006

3. 1099R for missing participant?

   By Guest DazedAndConfused, April 26, 2006
   • 3 replies
   • 1.8k views
   • 
   • JanetM
   • April 27, 2006

4. Ineligible Deferrals

   By Leopurrd, April 26, 2006
   • 3 replies
   • 2.2k views
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   • Leopurrd
   • April 27, 2006

5. 1099-R J&S Distribution Code

   By Guest lvegas, April 19, 2006
   • 1 reply
   • 1.5k views
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   • ERISAnut
   • April 27, 2006

6. rmd for deceased participant

   By Lori H, April 25, 2006
   • 5 replies
   • 2.5k views
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   • Lori H
   • April 26, 2006

7. terminated participant with loan

   By thepensionmaven, April 22, 2006
   • 1 reply
   • 1.3k views
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   • stephen
   • April 24, 2006

8. Participant with Loan on Leave of absence

   By Guest beccafaith, April 19, 2006
   • 3 replies
   • 1.6k views
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   • E as in ERISA
   • April 20, 2006

9. John Hancock distributions

   By Bird, April 17, 2006
   • 5 replies
   • 2.5k views
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   • Ron Snyder
   • April 18, 2006

10. Annuities from a DC plan

    By Guest Grumpy456, April 18, 2006
    • 0 replies
    • 1.2k views
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    • Guest
    • April 18, 2006

11. Loan from defunct P.C.

    By Lori H, April 6, 2006
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • April 17, 2006

12. Can a loan be rolled over?

    By Santo Gold, April 11, 2006
    • 8 replies
    • 3.7k views
    • 
    • namealreadyinuse
    • April 12, 2006

13. Invalid in service distribution

    By Guest padmin, April 10, 2006
    • 11 replies
    • 2.3k views
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    • Bird
    • April 11, 2006

14. Late RMD - which year for 1099?

    By Guest Rider, April 7, 2006
    • 3 replies
    • 1.5k views
    • 
    • jevd
    • April 10, 2006

15. Distribution Fees and Residual Distributions

    By Guest CindyB, April 6, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 6, 2006

16. Death before RBD - Spousal options?

    By TBob, March 30, 2006
    • 9 replies
    • 3.1k views
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    • jevd
    • March 31, 2006

17. Involuntary cashouts

    By Guest mparker2028, March 28, 2006
    • 1 reply
    • 1.4k views
    • 
    • namealreadyinuse
    • March 28, 2006

18. Loans in balanced forward plan

    By rlb64, March 27, 2006
    • 1 reply
    • 1.3k views
    • 
    • stephen
    • March 28, 2006

19. Distributions from Multiple Employer Plan

    By Guest VEBA Las Vegas, February 20, 2006
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • March 23, 2006

20. Can active participants over age 72 make MRD elections now?

    By Guest crosseyetester, March 22, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 22, 2006

21. Required Distributions - Defined Contribution Plan

    By luissaha, March 21, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 22, 2006

22. "Counterproductive actions" hardship distribution provision, Anyone have experiences/thoughts about using this provision

    By namealreadyinuse, March 16, 2006
    • 1 reply
    • 1.6k views
    • 
    • Dan
    • March 21, 2006

23. Hardship distribution documentation

    By Dan, March 21, 2006
    • 3 replies
    • 3.4k views
    • 
    • stephen
    • March 21, 2006

24. Going from co. to co. in a controlled group

    By AlbanyConsultant, March 17, 2006
    • 2 replies
    • 1.9k views
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    • Locust
    • March 17, 2006

25. widow and mininum required distributions

    By eilano, March 15, 2006
    • 2 replies
    • 1.4k views
    • 
    • eilano
    • March 16, 2006

26. Distribution to Non-Spouse Beneficiary

    By Guest TracyAndrews, March 15, 2006
    • 2 replies
    • 2.2k views
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    • Bird
    • March 16, 2006

27. Defer first loan repayment

    By Guest mmullen, March 14, 2006
    • 5 replies
    • 2k views
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    • Belgarath
    • March 15, 2006

28. Inservice dist

    By K-t-F, February 23, 2006
    • 4 replies
    • 2.1k views
    • 
    • namealreadyinuse
    • March 15, 2006

29. Required Minimum Distribution from DB Plan

    By Dennis Povloski, March 13, 2006
    • 0 replies
    • 1.1k views
    • 
    • Dennis Povloski
    • March 13, 2006

30. DB minimum distribution

    By Tom Poje, March 10, 2006
    • 4 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 10, 2006

31. Special Tax Notice

    By Guest Pensions in Paradise, March 9, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 9, 2006

32. Fed Wthd on foreign national

    By dmwe, February 24, 2006
    • 2 replies
    • 1.8k views
    • 
    • dmwe
    • March 8, 2006

33. Roth 401(k) -- Distributed to one beneficiary

    By Jean, March 8, 2006
    • 0 replies
    • 1.1k views
    • 
    • Jean
    • March 8, 2006

34. early withdrawl penalty

    By Guest skully109, March 6, 2006
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • March 7, 2006

35. Severance from Employment

    By Randy Watson, March 7, 2006
    • 0 replies
    • 2.2k views
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    • Randy Watson
    • March 7, 2006

36. Missing Participant

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

37. MRD Starting Date

    By bzorc, January 20, 2005
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • March 2, 2006

38. RMD Notification Requirements for Non-Owners

    By Guest jjonesocreel, February 28, 2006
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 28, 2006

39. RMDs & dec'd owner

    By doombuggy, February 27, 2006
    • 2 replies
    • 1.7k views
    • 
    • doombuggy
    • February 28, 2006

40. RMD if have multiple qualified retirement plans....

    By Guest jusducki, February 27, 2006
    • 1 reply
    • 1.7k views
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    • WDIK
    • February 27, 2006

41. Murder in a small town

    By Guest nynaeve, February 24, 2006
    • 9 replies
    • 4k views
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    • 401 Chaos
    • February 27, 2006

42. How do you determine if a new loan is considered a “replacement loan”?

    By MarZDoates, February 9, 2006
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • February 22, 2006

43. Loan issued from Roth 401(k) account

    By Jean, February 16, 2006
    • 3 replies
    • 2.1k views
    • 
    • Bird
    • February 17, 2006

44. Late Form 945 penalty?

    By Guest The Pension Kid, February 16, 2006
    • 2 replies
    • 6.8k views
    • 
    • Bird
    • February 16, 2006

45. Eligible Rollover Distributions and Church Plans

    By Guest Mark Draa, February 14, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 15, 2006

46. 5-Year Rule

    By Randy Watson, February 10, 2006
    • 1 reply
    • 1.6k views
    • 
    • Randy Watson
    • February 10, 2006

47. No beneficiary

    By Lori H, February 9, 2006
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • February 10, 2006

48. Spousal consent for default election of direct rollover

    By Guest allisonperry, February 10, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 10, 2006

49. How Do These Guys Do It?

    By mming, February 7, 2006
    • 6 replies
    • 2k views
    • 
    • jevd
    • February 9, 2006

50. hardship distribution and primary residence

    By eilano, February 7, 2006
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • February 8, 2006