Distributions and Loans, Other than QDROs

4,180 topics in this forum

1. Loan issued from Roth 401(k) account

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

2. Late Form 945 penalty?

   By Guest The Pension Kid, February 16, 2006
   • 2 replies
   • 6.9k views
   • 
   • Bird
   • February 16, 2006

3. Eligible Rollover Distributions and Church Plans

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

4. 5-Year Rule

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

5. No beneficiary

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

6. Spousal consent for default election of direct rollover

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

7. How Do These Guys Do It?

   By mming, February 7, 2006
   • 6 replies
   • 2.1k views
   • 
   • jevd
   • February 9, 2006

8. hardship distribution and primary residence

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

9. Tax withholding sent to IRS in error

   By Guest Lawrenceg, February 6, 2006
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • February 6, 2006

10. Odd 1099-R Situation - Underpayment

    By Guest lvegas, January 27, 2006
    • 4 replies
    • 2.8k views
    • 
    • GBurns
    • February 6, 2006

11. Locating Lost Participants and paying them out

    By Guest JTS1675, January 18, 2006
    • 4 replies
    • 2.2k views
    • 
    • Appleby
    • February 5, 2006

12. DOH>70.5, what is MRD start date

    By Guest crosseyetester, January 27, 2006
    • 6 replies
    • 2.5k views
    • 
    • rcline46
    • February 1, 2006

13. Lump Sums

    By Randy Watson, January 31, 2006
    • 0 replies
    • 1.2k views
    • 
    • Randy Watson
    • January 31, 2006

14. Need 1099 Help

    By Guest Boilerburm1, January 26, 2006
    • 8 replies
    • 2k views
    • 
    • Guest
    • January 26, 2006

15. 401(h) Disbursements

    By WDIK, January 24, 2006
    • 9 replies
    • 4.8k views
    • 
    • Guest
    • January 25, 2006

16. Direct Rollovers and Involuntary Cashouts

    By could be me maybe not, February 17, 2005
    • 9 replies
    • 2.6k views
    • 
    • 401 Chaos
    • January 19, 2006

17. Anti-cutback rule

    By Guest ALittleHelpNeeded, January 19, 2006
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 19, 2006

18. Late RMDs: Is There a Notification Requirement?

    By Übernerd, November 21, 2005
    • 2 replies
    • 3.4k views
    • 
    • Übernerd
    • January 18, 2006

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

    By Übernerd, March 2, 2005
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • January 18, 2006

20. Loan in excess of 50% of account balance

    By Guest esi-jht, January 17, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 18, 2006

21. Suspend RMDs

    By PMC, January 18, 2006
    • 0 replies
    • 1.2k views
    • 
    • PMC
    • January 18, 2006

22. Death Benefit Payable to Trust

    By Guest KMP, January 16, 2006
    • 1 reply
    • 1.7k views
    • 
    • Ron Snyder
    • January 17, 2006

23. Death Benefit to Non-Spouse Beneficiary

    By §#$%!, January 11, 2006
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • January 14, 2006

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

    By jukeboy56, January 13, 2006
    • 0 replies
    • 1.3k views
    • 
    • jukeboy56
    • January 13, 2006

25. DC Plan Relative Value Disclosures

    By Guest ASmithKochCPA, January 12, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 12, 2006

26. Calculating minimum distribution with loan in the account balance

    By Guest terric, December 21, 2005
    • 6 replies
    • 2k views
    • 
    • JanetM
    • January 12, 2006

27. MRD & Form of Benefit

    By Guest crosseyetester, January 6, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 12, 2006

28. Corrected 1099-R for Prior Tax Year?

    By Übernerd, January 11, 2006
    • 2 replies
    • 2.4k views
    • 
    • Übernerd
    • January 11, 2006

29. in kind distribution of employer stock

    By eilano, January 10, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 11, 2006

30. Automatic Rollovers and After-tax Contributions

    By Guest Tad77, January 10, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 10, 2006

31. Term Employee going through a divorce

    By Guest lindamichals, January 6, 2006
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • January 9, 2006

32. Insurance Agent-bad info?

    By Guest LVanSteeter, January 9, 2006
    • 2 replies
    • 1.4k views
    • 
    • WDIK
    • January 9, 2006

33. Loan Interest Calculation

    By Guest smscottish, January 5, 2006
    • 5 replies
    • 1.8k views
    • 
    • WDIK
    • January 9, 2006

34. Payout wording of DRO - any issues?

    By Guest chris4013, January 7, 2006
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • January 7, 2006

35. Force payouts above $1000

    By TPAnnie, December 29, 2005
    • 2 replies
    • 1.5k views
    • 
    • R. Butler
    • January 5, 2006

36. Another NRA Withholding Q

    By Guest lvegas, December 14, 2005
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • January 4, 2006

37. Does Trust receive 1099 from DC Plan

    By MarZDoates, December 12, 2005
    • 4 replies
    • 1.8k views
    • 
    • Appleby
    • December 29, 2005

38. Rollover nightmare

    By Guest jetfaninmn, December 12, 2005
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • December 21, 2005

39. Amendment eliminating cash out distributions

    By Richard Anderson, December 20, 2005
    • 2 replies
    • 1.5k views
    • 
    • 401 Chaos
    • December 21, 2005

40. RMD

    By Guest forum4, December 20, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 20, 2005

41. Non-Resident Withholding

    By Guest lvegas, December 9, 2005
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • December 14, 2005

42. no rollover allowed out of plans?

    By Santo Gold, December 14, 2005
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • December 14, 2005

43. Automatic Rollovers

    By Guest kmvr, December 12, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 12, 2005

44. Interpleader

    By DTH, December 8, 2005
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 8, 2005

45. Inservice withdrawals 2 year/ 5 year aged money rule

    By ccassetty, November 30, 2005
    • 16 replies
    • 9k views
    • 
    • ccassetty
    • December 6, 2005

46. MRD to a rehired participant in pay status

    By Guest terric, November 28, 2005
    • 1 reply
    • 3k views
    • 
    • ccassetty
    • December 2, 2005

47. Participant failed to take RMDs.

    By KateSmithPA, October 26, 2005
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 2, 2005

48. Limit on Elective Deferrals in Year Following Hardship

    By Guest Phil Germani, November 29, 2005
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 30, 2005

49. Hardship Withdrawals and Loans

    By Guest farmington, November 29, 2005
    • 1 reply
    • 1.8k views
    • 
    • Leopurrd
    • November 29, 2005

50. Rollover of RMD

    By Guest JROSSITTER, November 17, 2005
    • 8 replies
    • 3.6k views
    • 
    • Guest
    • November 19, 2005