Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Loans beyond normal retirement age

   By blue, September 15, 2005
   • 2 replies
   • 1.5k views
   • 
   • Kirk Maldonado
   • September 21, 2005

2. Replacement loans-how many times

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

3. Pensioner is not cashing payments to avoid IRS

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

4. Outsourced Distributions?

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

5. defaulted loan

   By eilano, August 30, 2005
   • 0 replies
   • 1.2k views
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   • eilano
   • August 30, 2005

6. 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

7. Child Support Payments

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

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

   By Jean, August 12, 2005
   • 0 replies
   • 1.2k views
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   • Jean
   • August 12, 2005

9. Eliminating Optional Forms of Benefit when QJSA Required

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

10. 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

11. Pension Benefit Recovery

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

12. Withholding in Error From Previous Tax Year

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

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

    By legort69, August 5, 2005
    • 1 reply
    • 5.8k views
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    • Guest
    • August 5, 2005

14. Disability Distribution - Non-Taxable Scenario?

    By TCWalker, August 4, 2005
    • 0 replies
    • 1.2k views
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    • TCWalker
    • August 4, 2005

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

    By Guest ActuaryWannabe, August 3, 2005
    • 2 replies
    • 1.9k views
    • 
    • MWeddell
    • August 4, 2005

16. QDRO/Earliest Retirement Age

    By KJohnson, August 1, 2005
    • 0 replies
    • 1.4k views
    • 
    • KJohnson
    • August 1, 2005

17. New Bankruptcy Act

    By Randy Watson, July 28, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 2, 2005

18. amoritization

    By Felicia, July 27, 2005
    • 2 replies
    • 1.4k views
    • 
    • No Name
    • July 27, 2005

19. Loan Limits in Daily Valued Plans

    By Guest wolfman, July 19, 2005
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • July 20, 2005

20. The old retire, distribute, rehire sham

    By Randy Watson, July 19, 2005
    • 12 replies
    • 4.5k views
    • 
    • mbozek
    • July 19, 2005

21. Cash / IRA option in Forced Distributions under $1,000

    By JButtrick, July 19, 2005
    • 2 replies
    • 1.9k views
    • 
    • No Name
    • July 19, 2005

22. Missing Beneficiary of Deceased Participant

    By chris, July 18, 2005
    • 6 replies
    • 1.7k views
    • 
    • chris
    • July 19, 2005

23. Single sum of remainder of life certain annuity period

    By Guest flamingo, July 14, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 14, 2005

24. Documentation for Loan on Principal Residence

    By Guest moore63, July 13, 2005
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • July 14, 2005

25. Maryland State tax withholding mandatory as of 7/1/05?

    By Guest Julie Woulfe, July 11, 2005
    • 22 replies
    • 8.1k views
    • 
    • mbozek
    • July 30, 2005

26. Force-out from ESOP

    By Guest PAL100759, July 8, 2005
    • 1 reply
    • 1.4k views
    • 
    • Alf
    • July 8, 2005

27. How do you determine stock attribution held by a limited partnership?

    By Guest HelpMeHelpYou, July 6, 2005
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • July 11, 2005

28. Participant Distribution to self, within 60 days then elects to Rollover, does the 1099R need to be reworked?

    By legort69, July 6, 2005
    • 2 replies
    • 1.1k views
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    • legort69
    • July 6, 2005

29. Participant Suffers Reduced Distribution

    By TCWalker, July 1, 2005
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • July 5, 2005

30. Any software recommendations for loan processing?

    By mwyatt, June 30, 2005
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 11, 2005

31. Loan for a Principal Residence

    By Archimage, June 29, 2005
    • 1 reply
    • 1.6k views
    • 
    • Ron Snyder
    • June 30, 2005

32. State Tax Withholding on Distributions

    By Guest HMoore, June 29, 2005
    • 7 replies
    • 3.1k views
    • 
    • mbozek
    • June 30, 2005

33. return of distribution check

    By Guest lindamichals, June 29, 2005
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • June 29, 2005

34. Forced payouts under $ 1,000.

    By Guest jetfaninmn, June 24, 2005
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • June 24, 2005

35. RMD in first year of DB plan

    By SoCalActuary, June 23, 2005
    • 2 replies
    • 1.3k views
    • 
    • rcline46
    • June 23, 2005

36. How do you apply the 10% early distribution penalty to distribution of Employer stock?

    By k man, June 21, 2005
    • 13 replies
    • 2.5k views
    • 
    • Kirk Maldonado
    • June 23, 2005

37. RMD in year of distribution from PS plan

    By dmb, June 16, 2005
    • 4 replies
    • 1.2k views
    • 
    • jevd
    • June 16, 2005

38. A single person onws and upside down universal life policy (7 pay). That will be surrendered. Tax Problems?

    By Guest optjjm, June 8, 2005
    • 3 replies
    • 1.6k views
    • 
    • Bird
    • June 9, 2005

39. distribution amounts under $1.00

    By KoolLady4, June 7, 2005
    • 2 replies
    • 1.4k views
    • 
    • E as in ERISA
    • June 7, 2005

40. Special Tax Notice

    By J. Bringhurst, June 6, 2005
    • 3 replies
    • 1.6k views
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    • J. Bringhurst
    • July 8, 2005

41. Loan Re-Finance

    By Archimage, June 3, 2005
    • 2 replies
    • 1.6k views
    • 
    • Archimage
    • June 3, 2005

42. distribution upon death to a foundation

    By Earl, June 3, 2005
    • 2 replies
    • 1.3k views
    • 
    • Earl
    • June 7, 2005

43. Audits of deceased participants

    By Guest who me?, June 3, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 3, 2005

44. principal residence loan for 30 years?

    By betheeg, May 31, 2005
    • 4 replies
    • 1.9k views
    • 
    • mbozek
    • June 2, 2005

45. Hardship dist... 401K plans only?

    By K-t-F, May 25, 2005
    • 2 replies
    • 1.5k views
    • 
    • K-t-F
    • May 25, 2005

46. Participant Loan/Prohibited Transaction

    By Guest ActuaryWannabe, May 24, 2005
    • 4 replies
    • 1.7k views
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    • Belgarath
    • May 25, 2005

47. Hardship withdrawal and taxes withheld

    By Santo Gold, May 20, 2005
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • May 20, 2005

48. Broker makes distribution without authorization...?

    By chris, May 20, 2005
    • 21 replies
    • 3.3k views
    • 
    • chris
    • June 1, 2005

49. Qualified Preretirement Survivor Annuity

    By Felicia, May 19, 2005
    • 3 replies
    • 2.7k views
    • 
    • KJohnson
    • May 20, 2005

50. Automatic Rollovers for Mandatory Distributions

    By mming, May 13, 2005
    • 3 replies
    • 1.9k views
    • 
    • E as in ERISA
    • May 26, 2005