Distributions and Loans, Other than QDROs

4,205 topics in this forum

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

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

2. Excess Deferral Processed After 4/15

   By DTH, October 18, 2005
   • 0 replies
   • 1.7k views
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   • DTH
   • October 18, 2005

3. Non profit as named beneficiary

   By Guest D Szuhay, October 13, 2005
   • 1 reply
   • 1.7k views
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   • mbozek
   • October 14, 2005

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

   By Erik Read, October 5, 2005
   • 0 replies
   • 1.3k views
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   • Erik Read
   • October 5, 2005

5. Katrina 1099-R Distribution Code

   By Gruegen, October 4, 2005
   • 1 reply
   • 1.9k views
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   • Guest
   • October 5, 2005

6. RMD to Active Participant and Designated Beneficiary

   By Guest Grumpy455, October 4, 2005
   • 3 replies
   • 2k views
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   • mbozek
   • October 4, 2005

7. RMD of inkind assets from DB plan

   By SoCalActuary, September 30, 2005
   • 2 replies
   • 1.9k views
   • 
   • No Name
   • October 3, 2005

8. Katrina

   By Felicia, October 3, 2005
   • 0 replies
   • 1.5k views
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   • Felicia
   • October 3, 2005

9. Death Benefits

   By Guest jetfaninmn, September 29, 2005
   • 1 reply
   • 1.7k views
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   • R. Butler
   • September 29, 2005

10. Beneficiary Designations

    By Guest kbs, September 25, 2005
    • 2 replies
    • 1.6k views
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    • Guest
    • September 25, 2005

11. Referral to ERISA counsel - was this correct?

    By Leopurrd, September 22, 2005
    • 5 replies
    • 2k views
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    • WDIK
    • September 22, 2005

12. IRA Rollovers for Returned Distribution Checks

    By Guest wolfman, September 20, 2005
    • 1 reply
    • 1.8k views
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    • mbozek
    • September 22, 2005

13. distribution fees

    By Guest tlc@cra, September 22, 2005
    • 0 replies
    • 1.7k views
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    • Guest
    • September 22, 2005

14. Hurricane Katrina Loans and Harships

    By Guest maac3, September 20, 2005
    • 3 replies
    • 2.1k views
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    • Guest
    • September 21, 2005

15. IRS Locator - over 50

    By pmacduff, September 20, 2005
    • 2 replies
    • 1.8k views
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    • pmacduff
    • September 21, 2005

16. Loans beyond normal retirement age

    By blue, September 15, 2005
    • 2 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • September 21, 2005

17. Final Loan Regulations

    By jala, September 19, 2005
    • 2 replies
    • 1.6k views
    • 
    • E as in ERISA
    • September 20, 2005

18. Multiple Hardship Distributions

    By chris, September 19, 2005
    • 1 reply
    • 2k views
    • 
    • Alf
    • September 20, 2005

19. Replacement loans-how many times

    By Guest mparker2028, September 6, 2005
    • 1 reply
    • 1.8k views
    • 
    • Erik Read
    • September 6, 2005

20. Pensioner is not cashing payments to avoid IRS

    By Guest Ben S, September 2, 2005
    • 3 replies
    • 1.9k views
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    • mbozek
    • September 3, 2005

21. Outsourced Distributions?

    By Guest CSTS, September 1, 2005
    • 1 reply
    • 1.7k views
    • 
    • Belgarath
    • September 1, 2005

22. defaulted loan

    By eilano, August 30, 2005
    • 0 replies
    • 1.5k views
    • 
    • eilano
    • August 30, 2005

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

    By legort69, August 18, 2005
    • 0 replies
    • 1.4k views
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    • legort69
    • August 18, 2005

24. Child Support Payments

    By Guest psgross, August 17, 2005
    • 6 replies
    • 2.3k views
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    • QDROphile
    • August 17, 2005

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

    By Jean, August 12, 2005
    • 0 replies
    • 1.5k views
    • 
    • Jean
    • August 12, 2005

26. Can Distributions Be Made Out To Third Party?

    By Alf, August 10, 2005
    • 5 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • August 11, 2005

27. Eliminating Optional Forms of Benefit when QJSA Required

    By Guest GraceWoodbury, August 10, 2005
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 10, 2005

28. Pension Benefit Recovery

    By Guest Julie, August 8, 2005
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • August 8, 2005

29. Withholding in Error From Previous Tax Year

    By Guest GordonJ, August 5, 2005
    • 5 replies
    • 1.9k views
    • 
    • Bird
    • August 8, 2005

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

    By legort69, August 5, 2005
    • 1 reply
    • 6.3k views
    • 
    • Guest
    • August 5, 2005

31. Disability Distribution - Non-Taxable Scenario?

    By TCWalker, August 4, 2005
    • 0 replies
    • 1.6k views
    • 
    • TCWalker
    • August 4, 2005

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

    By Guest ActuaryWannabe, August 3, 2005
    • 2 replies
    • 2.2k views
    • 
    • MWeddell
    • August 4, 2005

33. New Bankruptcy Act

    By Randy Watson, July 28, 2005
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • August 2, 2005

34. Distributions from terminated plans......

    By Guest psgross, February 7, 2005
    • 31 replies
    • 10.8k views
    • 
    • KJohnson
    • August 1, 2005

35. QDRO/Earliest Retirement Age

    By KJohnson, August 1, 2005
    • 0 replies
    • 1.7k views
    • 
    • KJohnson
    • August 1, 2005

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

    By Guest Julie Woulfe, July 11, 2005
    • 22 replies
    • 10.1k views
    • 
    • mbozek
    • July 30, 2005

37. amoritization

    By Felicia, July 27, 2005
    • 2 replies
    • 1.7k views
    • 
    • No Name
    • July 27, 2005

38. Loan Limits in Daily Valued Plans

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

39. The old retire, distribute, rehire sham

    By Randy Watson, July 19, 2005
    • 12 replies
    • 5.6k views
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    • mbozek
    • July 19, 2005

40. Missing Beneficiary of Deceased Participant

    By chris, July 18, 2005
    • 6 replies
    • 2.1k views
    • 
    • chris
    • July 19, 2005

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

    By JButtrick, July 19, 2005
    • 2 replies
    • 2.3k views
    • 
    • No Name
    • July 19, 2005

42. Documentation for Loan on Principal Residence

    By Guest moore63, July 13, 2005
    • 2 replies
    • 1.8k views
    • 
    • QDROphile
    • July 14, 2005

43. Single sum of remainder of life certain annuity period

    By Guest flamingo, July 14, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 14, 2005

44. Any software recommendations for loan processing?

    By mwyatt, June 30, 2005
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 11, 2005

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

    By Guest HelpMeHelpYou, July 6, 2005
    • 1 reply
    • 1.6k views
    • 
    • R. Butler
    • July 11, 2005

46. Special Tax Notice

    By J. Bringhurst, June 6, 2005
    • 3 replies
    • 2.2k views
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    • J. Bringhurst
    • July 8, 2005

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

    By doombuggy, April 28, 2005
    • 4 replies
    • 1.9k views
    • 
    • doombuggy
    • July 8, 2005

48. Force-out from ESOP

    By Guest PAL100759, July 8, 2005
    • 1 reply
    • 1.8k views
    • 
    • Alf
    • July 8, 2005

49. 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
    • 1.4k views
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    • legort69
    • July 6, 2005

50. Participant Suffers Reduced Distribution

    By TCWalker, July 1, 2005
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • July 5, 2005