Distributions and Loans, Other than QDROs

4,180 topics in this forum

1. Can Distributions Be Made Out To Third Party?

   By Alf, August 10, 2005
   • 5 replies
   • 2k views
   • 
   • Kirk Maldonado
   • August 11, 2005

2. Eliminating Optional Forms of Benefit when QJSA Required

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

3. Pension Benefit Recovery

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

4. Withholding in Error From Previous Tax Year

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

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

   By legort69, August 5, 2005
   • 1 reply
   • 6k views
   • 
   • Guest
   • August 5, 2005

6. Disability Distribution - Non-Taxable Scenario?

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

7. 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

8. New Bankruptcy Act

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

9. Distributions from terminated plans......

   By Guest psgross, February 7, 2005
   • 31 replies
   • 9.5k views
   • 
   • KJohnson
   • August 1, 2005

10. QDRO/Earliest Retirement Age

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

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

    By Guest Julie Woulfe, July 11, 2005
    • 22 replies
    • 8.8k views
    • 
    • mbozek
    • July 30, 2005

12. amoritization

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

13. Loan Limits in Daily Valued Plans

    By Guest wolfman, July 19, 2005
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • July 20, 2005

14. The old retire, distribute, rehire sham

    By Randy Watson, July 19, 2005
    • 12 replies
    • 4.8k views
    • 
    • mbozek
    • July 19, 2005

15. Missing Beneficiary of Deceased Participant

    By chris, July 18, 2005
    • 6 replies
    • 1.8k views
    • 
    • chris
    • July 19, 2005

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

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

17. Documentation for Loan on Principal Residence

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

18. Single sum of remainder of life certain annuity period

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

19. Any software recommendations for loan processing?

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

20. 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

21. Special Tax Notice

    By J. Bringhurst, June 6, 2005
    • 3 replies
    • 1.7k views
    • 
    • J. Bringhurst
    • July 8, 2005

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

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

23. Force-out from ESOP

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

24. 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
    • 1.2k views
    • 
    • legort69
    • July 6, 2005

25. Participant Suffers Reduced Distribution

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

26. State Tax Withholding on Distributions

    By Guest HMoore, June 29, 2005
    • 7 replies
    • 3.6k views
    • 
    • mbozek
    • June 30, 2005

27. Loan for a Principal Residence

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

28. return of distribution check

    By Guest lindamichals, June 29, 2005
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • June 29, 2005

29. Forced payouts under $ 1,000.

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

30. RMD in first year of DB plan

    By SoCalActuary, June 23, 2005
    • 2 replies
    • 1.4k views
    • 
    • rcline46
    • June 23, 2005

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

    By k man, June 21, 2005
    • 13 replies
    • 2.6k views
    • 
    • Kirk Maldonado
    • June 23, 2005

32. RMD in year of distribution from PS plan

    By dmb, June 16, 2005
    • 4 replies
    • 1.3k views
    • 
    • jevd
    • June 16, 2005

33. 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
    • 1.7k views
    • 
    • Bird
    • June 9, 2005

34. distribution upon death to a foundation

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

35. distribution amounts under $1.00

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

36. Loan Re-Finance

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

37. Audits of deceased participants

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

38. principal residence loan for 30 years?

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

39. Broker makes distribution without authorization...?

    By chris, May 20, 2005
    • 21 replies
    • 3.6k views
    • 
    • chris
    • June 1, 2005

40. Automatic Rollovers for Mandatory Distributions

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

41. Participant Loan/Prohibited Transaction

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

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

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

43. Hardship withdrawal and taxes withheld

    By Santo Gold, May 20, 2005
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 20, 2005

44. Qualified Preretirement Survivor Annuity

    By Felicia, May 19, 2005
    • 3 replies
    • 2.8k views
    • 
    • KJohnson
    • May 20, 2005

45. 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
    • 2.1k views
    • 
    • pmacduff
    • May 16, 2005

46. Taxation of Disability Benefits

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

47. Hardship Help!

    By Guest Jon Bachman, May 13, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • May 13, 2005

48. Deported illegal aliens

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

49. 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

50. Autorollover/Cash-outs and Rollover Accounts

    By sloble@crowleyfleck.com, May 6, 2005
    • 8 replies
    • 3.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 10, 2005