Distributions and Loans, Other than QDROs

4,171 topics in this forum

1. Odd 1099-R Situation - Underpayment

   By Guest lvegas, January 27, 2006
   • 4 replies
   • 2.7k views
   • 
   • GBurns
   • February 6, 2006

2. Locating Lost Participants and paying them out

   By Guest JTS1675, January 18, 2006
   • 4 replies
   • 2.1k views
   • 
   • Appleby
   • February 5, 2006

3. DOH>70.5, what is MRD start date

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

4. Lump Sums

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

5. Need 1099 Help

   By Guest Boilerburm1, January 26, 2006
   • 8 replies
   • 1.9k views
   • 
   • Guest
   • January 26, 2006

6. 401(h) Disbursements

   By WDIK, January 24, 2006
   • 9 replies
   • 4.7k views
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   • Guest
   • January 25, 2006

7. Direct Rollovers and Involuntary Cashouts

   By could be me maybe not, February 17, 2005
   • 9 replies
   • 2.5k views
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   • 401 Chaos
   • January 19, 2006

8. Anti-cutback rule

   By Guest ALittleHelpNeeded, January 19, 2006
   • 1 reply
   • 1.7k views
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   • Guest
   • January 19, 2006

9. Late RMDs: Is There a Notification Requirement?

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

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

    By Übernerd, March 2, 2005
    • 3 replies
    • 2.4k views
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    • Guest
    • January 18, 2006

11. Loan in excess of 50% of account balance

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

12. Suspend RMDs

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

13. Death Benefit Payable to Trust

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

14. Death Benefit to Non-Spouse Beneficiary

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

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

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

16. DC Plan Relative Value Disclosures

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

17. Calculating minimum distribution with loan in the account balance

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

18. MRD & Form of Benefit

    By Guest crosseyetester, January 6, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 12, 2006

19. Corrected 1099-R for Prior Tax Year?

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

20. in kind distribution of employer stock

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

21. Automatic Rollovers and After-tax Contributions

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

22. Term Employee going through a divorce

    By Guest lindamichals, January 6, 2006
    • 4 replies
    • 2k views
    • 
    • Guest
    • January 9, 2006

23. Insurance Agent-bad info?

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

24. Loan Interest Calculation

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

25. Payout wording of DRO - any issues?

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

26. Force payouts above $1000

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

27. Another NRA Withholding Q

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

28. Does Trust receive 1099 from DC Plan

    By MarZDoates, December 12, 2005
    • 4 replies
    • 1.7k views
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    • Appleby
    • December 29, 2005

29. Rollover nightmare

    By Guest jetfaninmn, December 12, 2005
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • December 21, 2005

30. Amendment eliminating cash out distributions

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

31. RMD

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

32. Non-Resident Withholding

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

33. no rollover allowed out of plans?

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

34. Automatic Rollovers

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

35. Interpleader

    By DTH, December 8, 2005
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 8, 2005

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

    By ccassetty, November 30, 2005
    • 16 replies
    • 8.7k views
    • 
    • ccassetty
    • December 6, 2005

37. MRD to a rehired participant in pay status

    By Guest terric, November 28, 2005
    • 1 reply
    • 2.9k views
    • 
    • ccassetty
    • December 2, 2005

38. Participant failed to take RMDs.

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

39. Limit on Elective Deferrals in Year Following Hardship

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

40. Hardship Withdrawals and Loans

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

41. Rollover of RMD

    By Guest JROSSITTER, November 17, 2005
    • 8 replies
    • 3.5k views
    • 
    • Guest
    • November 19, 2005

42. MRD for active participant born in 1916

    By Guest crosseyetester, November 17, 2005
    • 5 replies
    • 2.2k views
    • 
    • DTH
    • November 19, 2005

43. Final Final Regulations - Variable Annuity Contracts

    By DTH, November 17, 2005
    • 0 replies
    • 1.5k views
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    • DTH
    • November 17, 2005

44. Pre-Tax Loan Repayments?

    By TBob, September 23, 2005
    • 6 replies
    • 4k views
    • 
    • Guest
    • November 17, 2005

45. State Withholding

    By dmwe, November 15, 2005
    • 3 replies
    • 1.9k views
    • 
    • dmwe
    • November 15, 2005

46. A Puzzle - need a site or reference as well as your opinions - PLEASE

    By Erik Read, November 4, 2005
    • 3 replies
    • 2k views
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    • saabraa
    • November 11, 2005

47. Non Qualified Annuity Stretch in Trust

    By Guest alfry, December 7, 2004
    • 2 replies
    • 4k views
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    • Appleby
    • November 10, 2005

48. Hardship Distribution

    By chris, November 2, 2005
    • 6 replies
    • 2.9k views
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    • Archimage
    • November 3, 2005

49. RMD to multiple beneficiaries

    By Guest terric, November 2, 2005
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • November 2, 2005

50. Gain on excess annual additions

    By Guest ktyler, November 1, 2005
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 2, 2005