Distributions and Loans, Other than QDROs

4,199 topics in this forum

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

   By AlbanyConsultant, March 17, 2006
   • 2 replies
   • 2.1k views
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   • Locust
   • March 17, 2006

2. widow and mininum required distributions

   By eilano, March 15, 2006
   • 2 replies
   • 1.6k views
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   • eilano
   • March 16, 2006

3. Distribution to Non-Spouse Beneficiary

   By Guest TracyAndrews, March 15, 2006
   • 2 replies
   • 2.3k views
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   • Bird
   • March 16, 2006

4. Defer first loan repayment

   By Guest mmullen, March 14, 2006
   • 5 replies
   • 2.2k views
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   • Belgarath
   • March 15, 2006

5. Inservice dist

   By Basically, February 23, 2006
   • 4 replies
   • 2.3k views
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   • namealreadyinuse
   • March 15, 2006

6. Required Minimum Distribution from DB Plan

   By Dennis Povloski, March 13, 2006
   • 0 replies
   • 1.3k views
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   • Dennis Povloski
   • March 13, 2006

7. DB minimum distribution

   By Tom Poje, March 10, 2006
   • 4 replies
   • 1.8k views
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   • Mike Preston
   • March 10, 2006

8. Special Tax Notice

   By Guest Pensions in Paradise, March 9, 2006
   • 0 replies
   • 1.3k views
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   • Guest
   • March 9, 2006

9. Fed Wthd on foreign national

   By dmwe, February 24, 2006
   • 2 replies
   • 2.1k views
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   • dmwe
   • March 8, 2006

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

    By Jean, March 8, 2006
    • 0 replies
    • 1.3k views
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    • Jean
    • March 8, 2006

11. early withdrawl penalty

    By Guest skully109, March 6, 2006
    • 3 replies
    • 1.6k views
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    • david rigby
    • March 7, 2006

12. Severance from Employment

    By Randy Watson, March 7, 2006
    • 0 replies
    • 2.5k views
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    • Randy Watson
    • March 7, 2006

13. Missing Participant

    By Randy Watson, March 6, 2006
    • 4 replies
    • 2.1k views
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    • Guest
    • March 7, 2006

14. MRD Starting Date

    By bzorc, January 20, 2005
    • 5 replies
    • 2.2k views
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    • Guest
    • March 2, 2006

15. RMD Notification Requirements for Non-Owners

    By Guest jjonesocreel, February 28, 2006
    • 0 replies
    • 2k views
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    • Guest
    • February 28, 2006

16. RMDs & dec'd owner

    By doombuggy, February 27, 2006
    • 2 replies
    • 1.9k views
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    • doombuggy
    • February 28, 2006

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

    By Guest jusducki, February 27, 2006
    • 1 reply
    • 2k views
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    • WDIK
    • February 27, 2006

18. Murder in a small town

    By Guest nynaeve, February 24, 2006
    • 9 replies
    • 4.2k views
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    • 401 Chaos
    • February 27, 2006

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

    By MarZDoates, February 9, 2006
    • 5 replies
    • 2.4k views
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    • Guest
    • February 22, 2006

20. Loan issued from Roth 401(k) account

    By Jean, February 16, 2006
    • 3 replies
    • 2.4k views
    • 
    • Bird
    • February 17, 2006

21. Late Form 945 penalty?

    By Guest The Pension Kid, February 16, 2006
    • 2 replies
    • 7k views
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    • Bird
    • February 16, 2006

22. Eligible Rollover Distributions and Church Plans

    By Guest Mark Draa, February 14, 2006
    • 1 reply
    • 1.8k views
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    • Guest
    • February 15, 2006

23. 5-Year Rule

    By Randy Watson, February 10, 2006
    • 1 reply
    • 1.8k views
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    • Randy Watson
    • February 10, 2006

24. No beneficiary

    By Lori H, February 9, 2006
    • 3 replies
    • 1.9k views
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    • david rigby
    • February 10, 2006

25. Spousal consent for default election of direct rollover

    By Guest allisonperry, February 10, 2006
    • 0 replies
    • 1.8k views
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    • Guest
    • February 10, 2006

26. How Do These Guys Do It?

    By mming, February 7, 2006
    • 6 replies
    • 2.2k views
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    • jevd
    • February 9, 2006

27. hardship distribution and primary residence

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

28. Tax withholding sent to IRS in error

    By Guest Lawrenceg, February 6, 2006
    • 3 replies
    • 1.9k views
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    • Guest
    • February 6, 2006

29. Odd 1099-R Situation - Underpayment

    By Guest lvegas, January 27, 2006
    • 4 replies
    • 3k views
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    • GBurns
    • February 6, 2006

30. Locating Lost Participants and paying them out

    By Guest JTS1675, January 18, 2006
    • 4 replies
    • 2.4k views
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    • Appleby
    • February 5, 2006

31. DOH>70.5, what is MRD start date

    By Guest crosseyetester, January 27, 2006
    • 6 replies
    • 2.7k views
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    • rcline46
    • February 1, 2006

32. Lump Sums

    By Randy Watson, January 31, 2006
    • 0 replies
    • 1.3k views
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    • Randy Watson
    • January 31, 2006

33. Need 1099 Help

    By Guest Boilerburm1, January 26, 2006
    • 8 replies
    • 2.3k views
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    • Guest
    • January 26, 2006

34. 401(h) Disbursements

    By WDIK, January 24, 2006
    • 9 replies
    • 5k views
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    • Guest
    • January 25, 2006

35. Direct Rollovers and Involuntary Cashouts

    By could be me maybe not, February 17, 2005
    • 9 replies
    • 2.9k views
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    • 401 Chaos
    • January 19, 2006

36. Anti-cutback rule

    By Guest ALittleHelpNeeded, January 19, 2006
    • 1 reply
    • 2k views
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    • Guest
    • January 19, 2006

37. Late RMDs: Is There a Notification Requirement?

    By Übernerd, November 21, 2005
    • 2 replies
    • 3.5k views
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    • Übernerd
    • January 18, 2006

38. How hard is it to get the IRS to waive the 50% penalty for a missed RMD?

    By Übernerd, March 2, 2005
    • 3 replies
    • 2.7k views
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    • Guest
    • January 18, 2006

39. Loan in excess of 50% of account balance

    By Guest esi-jht, January 17, 2006
    • 2 replies
    • 1.7k views
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    • Guest
    • January 18, 2006

40. Suspend RMDs

    By PMC, January 18, 2006
    • 0 replies
    • 1.4k views
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    • PMC
    • January 18, 2006

41. Death Benefit Payable to Trust

    By Guest KMP, January 16, 2006
    • 1 reply
    • 1.8k views
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    • Ron Snyder
    • January 17, 2006

42. Death Benefit to Non-Spouse Beneficiary

    By §#$%!, January 11, 2006
    • 3 replies
    • 2.3k views
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    • Guest
    • January 14, 2006

43. Are ESOP shares counted to determine 5% owners?

    By jukeboy56, January 13, 2006
    • 0 replies
    • 1.5k views
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    • jukeboy56
    • January 13, 2006

44. DC Plan Relative Value Disclosures

    By Guest ASmithKochCPA, January 12, 2006
    • 0 replies
    • 1.5k views
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    • Guest
    • January 12, 2006

45. Calculating minimum distribution with loan in the account balance

    By Guest terric, December 21, 2005
    • 6 replies
    • 2.2k views
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    • JanetM
    • January 12, 2006

46. MRD & Form of Benefit

    By Guest crosseyetester, January 6, 2006
    • 1 reply
    • 1.5k views
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    • Guest
    • January 12, 2006

47. Corrected 1099-R for Prior Tax Year?

    By Übernerd, January 11, 2006
    • 2 replies
    • 2.7k views
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    • Übernerd
    • January 11, 2006

48. in kind distribution of employer stock

    By eilano, January 10, 2006
    • 1 reply
    • 1.8k views
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    • Guest
    • January 11, 2006

49. Automatic Rollovers and After-tax Contributions

    By Guest Tad77, January 10, 2006
    • 0 replies
    • 1.3k views
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    • Guest
    • January 10, 2006

50. Term Employee going through a divorce

    By Guest lindamichals, January 6, 2006
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • January 9, 2006