Distributions and Loans, Other than QDROs

4,173 topics in this forum

1. RMD to multiple beneficiaries

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

2. Gain on excess annual additions

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

3. Sporadic partial distributions to HCE

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

4. Deferral on Severance Pay

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

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

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

6. Collection Agency

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

7. Separation of service?

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

8. IRS Audit - Plan Distributions

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

9. Participant Loan

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

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

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

11. Death Benefits, loans and an ex-wife

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

12. Use of Form W-4P

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

13. In Service Rollover Distribution

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

14. 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

15. Double Taxation of Loans

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

16. Equal periodic Payments - payments - monthly or annually

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

17. RMD and leave of absence

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

18. 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

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

    By Guest beccafaith, October 6, 2005
    • 9 replies
    • 3.4k views
    • 
    • Bird
    • October 18, 2005

20. Excess Deferral Processed After 4/15

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

21. Non profit as named beneficiary

    By Guest D Szuhay, October 13, 2005
    • 1 reply
    • 1.4k views
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    • mbozek
    • October 14, 2005

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

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

23. Katrina 1099-R Distribution Code

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

24. RMD to Active Participant and Designated Beneficiary

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

25. RMD of inkind assets from DB plan

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

26. Katrina

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

27. Death Benefits

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

28. Beneficiary Designations

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

29. Referral to ERISA counsel - was this correct?

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

30. IRA Rollovers for Returned Distribution Checks

    By Guest wolfman, September 20, 2005
    • 1 reply
    • 1.5k views
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    • mbozek
    • September 22, 2005

31. distribution fees

    By Guest tlc@cra, September 22, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 22, 2005

32. Hurricane Katrina Loans and Harships

    By Guest maac3, September 20, 2005
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • September 21, 2005

33. IRS Locator - over 50

    By pmacduff, September 20, 2005
    • 2 replies
    • 1.5k views
    • 
    • pmacduff
    • September 21, 2005

34. Loans beyond normal retirement age

    By blue, September 15, 2005
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • September 21, 2005

35. Final Loan Regulations

    By jala, September 19, 2005
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • September 20, 2005

36. Multiple Hardship Distributions

    By chris, September 19, 2005
    • 1 reply
    • 1.8k views
    • 
    • Alf
    • September 20, 2005

37. Replacement loans-how many times

    By Guest mparker2028, September 6, 2005
    • 1 reply
    • 1.4k views
    • 
    • Erik Read
    • September 6, 2005

38. Pensioner is not cashing payments to avoid IRS

    By Guest Ben S, September 2, 2005
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • September 3, 2005

39. Outsourced Distributions?

    By Guest CSTS, September 1, 2005
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • September 1, 2005

40. defaulted loan

    By eilano, August 30, 2005
    • 0 replies
    • 1.3k views
    • 
    • eilano
    • August 30, 2005

41. Are mutual fund back end sales charges included on Schedule C?

    By legort69, August 18, 2005
    • 0 replies
    • 1.1k views
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    • legort69
    • August 18, 2005

42. Child Support Payments

    By Guest psgross, August 17, 2005
    • 6 replies
    • 1.7k views
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    • QDROphile
    • August 17, 2005

43. Roth 401(k) Distributions -- When are earnings tax free?

    By Jean, August 12, 2005
    • 0 replies
    • 1.3k views
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    • Jean
    • August 12, 2005

44. Can Distributions Be Made Out To Third Party?

    By Alf, August 10, 2005
    • 5 replies
    • 1.9k views
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    • Kirk Maldonado
    • August 11, 2005

45. Eliminating Optional Forms of Benefit when QJSA Required

    By Guest GraceWoodbury, August 10, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 10, 2005

46. Pension Benefit Recovery

    By Guest Julie, August 8, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • August 8, 2005

47. Withholding in Error From Previous Tax Year

    By Guest GordonJ, August 5, 2005
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • August 8, 2005

48. Does Traditional IRA Rollover into 401k plan require Form 5498?

    By legort69, August 5, 2005
    • 1 reply
    • 5.9k views
    • 
    • Guest
    • August 5, 2005

49. Disability Distribution - Non-Taxable Scenario?

    By TCWalker, August 4, 2005
    • 0 replies
    • 1.3k views
    • 
    • TCWalker
    • August 4, 2005

50. Participant Loan Interest Rates - Does this satisfy "commercially reasonable rate" requirement?

    By Guest ActuaryWannabe, August 3, 2005
    • 2 replies
    • 2k views
    • 
    • MWeddell
    • August 4, 2005