Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Another NRA Withholding Q

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

2. Maximum Loan Amount

   By DTH, December 14, 2005
   • 19 replies
   • 11.3k views
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   • Clinton
   • July 14, 2019

3. no rollover allowed out of plans?

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

4. Rollover nightmare

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

5. 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

6. Automatic Rollovers

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

7. Non-Resident Withholding

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

8. Interpleader

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

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

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

10. 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

11. Hardship Withdrawals and Loans

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

12. MRD to a rehired participant in pay status

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

13. 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

14. MRD for active participant born in 1916

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

15. Rollover of RMD

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

16. Final Final Regulations - Variable Annuity Contracts

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

17. State Withholding

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

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

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

19. Hardship Distribution

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

20. RMD to multiple beneficiaries

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

21. Gain on excess annual additions

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

22. Distribution to Husband/participant; Wife back in Mexico

    By Guest PenProTx, November 1, 2005
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • November 1, 2005

23. Separation of service?

    By Guest yvonne001, November 1, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 1, 2005

24. Participant Loan

    By Jilliandiz, October 31, 2005
    • 1 reply
    • 1.5k views
    • 
    • JanetM
    • October 31, 2005

25. IRS Audit - Plan Distributions

    By MarZDoates, October 31, 2005
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • October 31, 2005

26. Deferral on Severance Pay

    By Guest grazetti, October 27, 2005
    • 2 replies
    • 2.1k views
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    • Leopurrd
    • November 1, 2005

27. Collection Agency

    By Guest pensionz, October 27, 2005
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • November 1, 2005

28. Participant failed to take RMDs.

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

29. Is this legal? Plan assets to Pay IRS liability

    By Guest BravelyObey, October 25, 2005
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • October 27, 2005

30. Death Benefits, loans and an ex-wife

    By Guest jetfaninmn, October 24, 2005
    • 5 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • October 25, 2005

31. Sporadic partial distributions to HCE

    By mming, October 22, 2005
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 2, 2005

32. Loan over the $50,000 Limit

    By Guest sduggan, October 21, 2005
    • 2 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • October 24, 2005

33. Use of Form W-4P

    By Guest Grumpy455, October 20, 2005
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • October 25, 2005

34. Equal periodic Payments - payments - monthly or annually

    By Guest jgarner, October 20, 2005
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • October 21, 2005

35. Double Taxation of Loans

    By blue, October 20, 2005
    • 8 replies
    • 2.3k views
    • 
    • david rigby
    • October 22, 2005

36. RMD and leave of absence

    By Guest Mike Melnick, October 19, 2005
    • 2 replies
    • 2.7k views
    • 
    • E as in ERISA
    • October 20, 2005

37. In Service Rollover Distribution

    By Guest jetfaninmn, October 19, 2005
    • 4 replies
    • 2.9k views
    • 
    • JDuns
    • October 24, 2005

38. Excess Deferral Processed After 4/15

    By DTH, October 18, 2005
    • 0 replies
    • 1.5k views
    • 
    • DTH
    • October 18, 2005

39. when plan loan balance is close or equals contributions on file

    By Guest beccafaith, October 18, 2005
    • 20 replies
    • 3.1k views
    • 
    • Guest
    • October 19, 2005

40. Non profit as named beneficiary

    By Guest D Szuhay, October 13, 2005
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • October 14, 2005

41. Distribution Code for over 59 1/2 Deem Distribution

    By Guest beccafaith, October 6, 2005
    • 9 replies
    • 3.3k views
    • 
    • Bird
    • October 18, 2005

42. Posted in DB plans, but more applicable here -

    By Erik Read, October 5, 2005
    • 0 replies
    • 1.2k views
    • 
    • Erik Read
    • October 5, 2005

43. Katrina 1099-R Distribution Code

    By Gruegen, October 4, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 5, 2005

44. RMD to Active Participant and Designated Beneficiary

    By Guest Grumpy455, October 4, 2005
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • October 4, 2005

45. Katrina

    By Felicia, October 3, 2005
    • 0 replies
    • 1.2k views
    • 
    • Felicia
    • October 3, 2005

46. RMD of inkind assets from DB plan

    By SoCalActuary, September 30, 2005
    • 2 replies
    • 1.6k views
    • 
    • No Name
    • October 3, 2005

47. Death Benefits

    By Guest jetfaninmn, September 29, 2005
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • September 29, 2005

48. Beneficiary Designations

    By Guest kbs, September 25, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 25, 2005

49. Pre-Tax Loan Repayments?

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

50. Referral to ERISA counsel - was this correct?

    By Leopurrd, September 22, 2005
    • 5 replies
    • 1.5k views
    • 
    • WDIK
    • September 22, 2005