Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Missing Beneficiary of Deceased Participant

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

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

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

3. Documentation for Loan on Principal Residence

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

4. Single sum of remainder of life certain annuity period

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

5. Any software recommendations for loan processing?

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

6. 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

7. Special Tax Notice

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

8. RMD should have occured in the past...

   By doombuggy, April 28, 2005
   • 4 replies
   • 1.4k views
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   • doombuggy
   • July 8, 2005

9. Force-out from ESOP

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

10. 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

11. Participant Suffers Reduced Distribution

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

12. State Tax Withholding on Distributions

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

13. Loan for a Principal Residence

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

14. return of distribution check

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

15. Forced payouts under $ 1,000.

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

16. RMD in first year of DB plan

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

17. 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

18. RMD in year of distribution from PS plan

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

19. 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
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    • Bird
    • June 9, 2005

20. distribution upon death to a foundation

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

21. distribution amounts under $1.00

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

22. Loan Re-Finance

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

23. Audits of deceased participants

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

24. principal residence loan for 30 years?

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

25. Broker makes distribution without authorization...?

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

26. Automatic Rollovers for Mandatory Distributions

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

27. Participant Loan/Prohibited Transaction

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

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

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

29. Hardship withdrawal and taxes withheld

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

30. Qualified Preretirement Survivor Annuity

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

31. Participant entitled to distribution is incarcerated. Do we send a notice regarding his eligibility for a distribution to the prison?

    By Guest cstrong, August 23, 2004
    • 3 replies
    • 2k views
    • 
    • pmacduff
    • May 16, 2005

32. Taxation of Disability Benefits

    By Guest EagleEyes, May 12, 2005
    • 2 replies
    • 1.7k views
    • 
    • Everett Moreland
    • May 13, 2005

33. Hardship Help!

    By Guest Jon Bachman, May 13, 2005
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 13, 2005

34. Deported illegal aliens

    By Guest lindamichals, May 11, 2005
    • 1 reply
    • 2k views
    • 
    • mbozek
    • May 13, 2005

35. Regulation for restricting distributions until termination or 59 1/2

    By Guest ckreut, May 13, 2005
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • May 13, 2005

36. Autorollover/Cash-outs and Rollover Accounts

    By sloble@crowleyfleck.com, May 6, 2005
    • 8 replies
    • 3.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 10, 2005

37. Hardship amount available after loan

    By Guest DTrom, May 6, 2005
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 6, 2005

38. Spousal Consent

    By Guest DTrom, May 4, 2005
    • 10 replies
    • 2.8k views
    • 
    • Guest
    • May 6, 2005

39. Interpleader 1099-R Question

    By Guest ToddieBear, May 5, 2005
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 5, 2005

40. Disclaimer of Benefits

    By Guest TroyRiley, April 1, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 3, 2005

41. Paperless Loans and Check21 (Imaging)

    By Guest halka, May 3, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 3, 2005

42. Rollover of plan account when RMD is due

    By Santo Gold, May 3, 2005
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • May 3, 2005

43. Automatic rollover of mandatory distributions of after-tax money

    By Guest Mike Melnick, April 27, 2005
    • 8 replies
    • 1.7k views
    • 
    • E as in ERISA
    • April 29, 2005

44. Penalties for incorrect address on 1099

    By Belgarath, April 26, 2005
    • 6 replies
    • 10.9k views
    • 
    • Belgarath
    • April 28, 2005

45. State Tax Withholding

    By Guest mikeak, January 28, 2002
    • 5 replies
    • 3.3k views
    • 
    • david rigby
    • April 26, 2005

46. After Tax Contribuitons

    By Guest moltengater, April 22, 2005
    • 8 replies
    • 1.7k views
    • 
    • WDIK
    • April 25, 2005

47. Suspension of Benefit

    By Guest t936, April 21, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 21, 2005

48. Abatement?

    By FundeK, January 20, 2005
    • 4 replies
    • 2.1k views
    • 
    • mbozek
    • April 20, 2005

49. Distribution of contributions deposited after account balance is distributed.

    By Guest mmc, April 14, 2005
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • April 15, 2005

50. IRS 402(f) Notice

    By Guest brsears, April 14, 2005
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • April 14, 2005