Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Distributions from terminated plans......

   By Guest psgross, February 7, 2005
   • 31 replies
   • 9.1k views
   • 
   • KJohnson
   • August 1, 2005

2. QDRO/Earliest Retirement Age

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

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

   By Guest Julie Woulfe, July 11, 2005
   • 22 replies
   • 8.4k views
   • 
   • mbozek
   • July 30, 2005

4. amoritization

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

5. Loan Limits in Daily Valued Plans

   By Guest wolfman, July 19, 2005
   • 2 replies
   • 1.5k views
   • 
   • Kirk Maldonado
   • July 20, 2005

6. The old retire, distribute, rehire sham

   By Randy Watson, July 19, 2005
   • 12 replies
   • 4.6k views
   • 
   • mbozek
   • July 19, 2005

7. Missing Beneficiary of Deceased Participant

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

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

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

9. Documentation for Loan on Principal Residence

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

10. Single sum of remainder of life certain annuity period

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

11. Any software recommendations for loan processing?

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

12. 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

13. Special Tax Notice

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

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

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

15. Force-out from ESOP

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

16. 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
    • 
    • legort69
    • July 6, 2005

17. Participant Suffers Reduced Distribution

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

18. State Tax Withholding on Distributions

    By Guest HMoore, June 29, 2005
    • 7 replies
    • 3.2k views
    • 
    • mbozek
    • June 30, 2005

19. Loan for a Principal Residence

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

20. return of distribution check

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

21. Forced payouts under $ 1,000.

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

22. RMD in first year of DB plan

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

23. 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

24. RMD in year of distribution from PS plan

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

25. 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

26. distribution upon death to a foundation

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

27. distribution amounts under $1.00

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

28. Loan Re-Finance

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

29. Audits of deceased participants

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

30. principal residence loan for 30 years?

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

31. Broker makes distribution without authorization...?

    By chris, May 20, 2005
    • 21 replies
    • 3.4k views
    • 
    • chris
    • June 1, 2005

32. Automatic Rollovers for Mandatory Distributions

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

33. Participant Loan/Prohibited Transaction

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

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

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

35. Hardship withdrawal and taxes withheld

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

36. Qualified Preretirement Survivor Annuity

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

37. 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

38. Taxation of Disability Benefits

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

39. Hardship Help!

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

40. Deported illegal aliens

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

41. 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

42. 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

43. Hardship amount available after loan

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

44. Spousal Consent

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

45. Interpleader 1099-R Question

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

46. Disclaimer of Benefits

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

47. Paperless Loans and Check21 (Imaging)

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

48. Rollover of plan account when RMD is due

    By Santo Gold, May 3, 2005
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • May 3, 2005

49. 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

50. Penalties for incorrect address on 1099

    By Belgarath, April 26, 2005
    • 6 replies
    • 11.2k views
    • 
    • Belgarath
    • April 28, 2005