Distributions and Loans, Other than QDROs

4,204 topics in this forum

1. MRD & Form of Benefit

   By Guest crosseyetester, January 6, 2006
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • January 12, 2006

2. Corrected 1099-R for Prior Tax Year?

   By Übernerd, January 11, 2006
   • 2 replies
   • 2.8k views
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   • Übernerd
   • January 11, 2006

3. in kind distribution of employer stock

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

4. 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

5. Term Employee going through a divorce

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

6. Insurance Agent-bad info?

   By Guest LVanSteeter, January 9, 2006
   • 2 replies
   • 1.6k views
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   • WDIK
   • January 9, 2006

7. Loan Interest Calculation

   By Guest smscottish, January 5, 2006
   • 5 replies
   • 2.2k views
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   • WDIK
   • January 9, 2006

8. Payout wording of DRO - any issues?

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

9. Force payouts above $1000

   By TPAnnie, December 29, 2005
   • 2 replies
   • 1.8k views
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   • R. Butler
   • January 5, 2006

10. Another NRA Withholding Q

    By Guest lvegas, December 14, 2005
    • 5 replies
    • 2.1k views
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    • Guest
    • January 4, 2006

11. Does Trust receive 1099 from DC Plan

    By MarZDoates, December 12, 2005
    • 4 replies
    • 2.2k views
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    • Appleby
    • December 29, 2005

12. Rollover nightmare

    By Guest jetfaninmn, December 12, 2005
    • 3 replies
    • 2.6k views
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    • Guest
    • December 21, 2005

13. Amendment eliminating cash out distributions

    By Richard Anderson, December 20, 2005
    • 2 replies
    • 1.7k views
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    • 401 Chaos
    • December 21, 2005

14. RMD

    By Guest forum4, December 20, 2005
    • 0 replies
    • 1.5k views
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    • Guest
    • December 20, 2005

15. Non-Resident Withholding

    By Guest lvegas, December 9, 2005
    • 9 replies
    • 2.6k views
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    • Guest
    • December 14, 2005

16. no rollover allowed out of plans?

    By Santo Gold, December 14, 2005
    • 1 reply
    • 1.3k views
    • 
    • E as in ERISA
    • December 14, 2005

17. Automatic Rollovers

    By Guest kmvr, December 12, 2005
    • 0 replies
    • 1.5k views
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    • Guest
    • December 12, 2005

18. Interpleader

    By DTH, December 8, 2005
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • December 8, 2005

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

    By ccassetty, November 30, 2005
    • 16 replies
    • 9.9k views
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    • ccassetty
    • December 6, 2005

20. MRD to a rehired participant in pay status

    By Guest terric, November 28, 2005
    • 1 reply
    • 3.3k views
    • 
    • ccassetty
    • December 2, 2005

21. Participant failed to take RMDs.

    By KateSmithPA, October 26, 2005
    • 2 replies
    • 2.2k views
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    • Guest
    • December 2, 2005

22. Limit on Elective Deferrals in Year Following Hardship

    By Guest Phil Germani, November 29, 2005
    • 2 replies
    • 2.1k views
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    • Guest
    • November 30, 2005

23. Hardship Withdrawals and Loans

    By Guest farmington, November 29, 2005
    • 1 reply
    • 2k views
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    • Leopurrd
    • November 29, 2005

24. Rollover of RMD

    By Guest JROSSITTER, November 17, 2005
    • 8 replies
    • 3.8k views
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    • Guest
    • November 19, 2005

25. MRD for active participant born in 1916

    By Guest crosseyetester, November 17, 2005
    • 5 replies
    • 2.6k views
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    • DTH
    • November 19, 2005

26. Final Final Regulations - Variable Annuity Contracts

    By DTH, November 17, 2005
    • 0 replies
    • 1.7k views
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    • DTH
    • November 17, 2005

27. Pre-Tax Loan Repayments?

    By TBob, September 23, 2005
    • 6 replies
    • 4.9k views
    • 
    • Guest
    • November 17, 2005

28. State Withholding

    By dmwe, November 15, 2005
    • 3 replies
    • 2.3k views
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    • dmwe
    • November 15, 2005

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

    By Erik Read, November 4, 2005
    • 3 replies
    • 2.2k views
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    • saabraa
    • November 11, 2005

30. Non Qualified Annuity Stretch in Trust

    By Guest alfry, December 7, 2004
    • 2 replies
    • 4.4k views
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    • Appleby
    • November 10, 2005

31. Hardship Distribution

    By chris, November 2, 2005
    • 6 replies
    • 3.3k views
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    • Archimage
    • November 3, 2005

32. RMD to multiple beneficiaries

    By Guest terric, November 2, 2005
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 2, 2005

33. Gain on excess annual additions

    By Guest ktyler, November 1, 2005
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 2, 2005

34. Sporadic partial distributions to HCE

    By mming, October 22, 2005
    • 3 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 2, 2005

35. Deferral on Severance Pay

    By Guest grazetti, October 27, 2005
    • 2 replies
    • 2.4k views
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    • Leopurrd
    • November 1, 2005

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

    By Guest PenProTx, November 1, 2005
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • November 1, 2005

37. Collection Agency

    By Guest pensionz, October 27, 2005
    • 4 replies
    • 3k views
    • 
    • Guest
    • November 1, 2005

38. Separation of service?

    By Guest yvonne001, November 1, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 1, 2005

39. IRS Audit - Plan Distributions

    By MarZDoates, October 31, 2005
    • 3 replies
    • 1.8k views
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    • JanetM
    • October 31, 2005

40. Participant Loan

    By Jilliandiz, October 31, 2005
    • 1 reply
    • 1.8k views
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    • JanetM
    • October 31, 2005

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

    By Guest BravelyObey, October 25, 2005
    • 3 replies
    • 2.2k views
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    • mbozek
    • October 27, 2005

42. Death Benefits, loans and an ex-wife

    By Guest jetfaninmn, October 24, 2005
    • 5 replies
    • 2.8k views
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    • Kirk Maldonado
    • October 25, 2005

43. Use of Form W-4P

    By Guest Grumpy455, October 20, 2005
    • 2 replies
    • 1.8k views
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    • Appleby
    • October 25, 2005

44. In Service Rollover Distribution

    By Guest jetfaninmn, October 19, 2005
    • 4 replies
    • 3.1k views
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    • JDuns
    • October 24, 2005

45. Loan over the $50,000 Limit

    By Guest sduggan, October 21, 2005
    • 2 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • October 24, 2005

46. Double Taxation of Loans

    By blue, October 20, 2005
    • 8 replies
    • 2.6k views
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    • david rigby
    • October 22, 2005

47. Equal periodic Payments - payments - monthly or annually

    By Guest jgarner, October 20, 2005
    • 2 replies
    • 1.7k views
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    • Appleby
    • October 21, 2005

48. RMD and leave of absence

    By Guest Mike Melnick, October 19, 2005
    • 2 replies
    • 2.9k views
    • 
    • E as in ERISA
    • October 20, 2005

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

    By Guest beccafaith, October 18, 2005
    • 20 replies
    • 3.9k views
    • 
    • Guest
    • October 19, 2005

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

    By Guest beccafaith, October 6, 2005
    • 9 replies
    • 3.8k views
    • 
    • Bird
    • October 18, 2005