Distributions and Loans, Other than QDROs

4,177 topics in this forum

1. Disclaimer of Benefits

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

2. Paperless Loans and Check21 (Imaging)

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

3. Rollover of plan account when RMD is due

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

4. 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

5. Penalties for incorrect address on 1099

   By Belgarath, April 26, 2005
   • 6 replies
   • 11.6k views
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   • Belgarath
   • April 28, 2005

6. State Tax Withholding

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

7. After Tax Contribuitons

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

8. Suspension of Benefit

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

9. Abatement?

   By FundeK, January 20, 2005
   • 4 replies
   • 2.2k views
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   • mbozek
   • April 20, 2005

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

    By Guest mmc, April 14, 2005
    • 1 reply
    • 1.3k views
    • 
    • E as in ERISA
    • April 15, 2005

11. IRS 402(f) Notice

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

12. Automatic Rollovers and After-Tax Contributions

    By Just Me, April 4, 2005
    • 5 replies
    • 2.1k views
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    • Just Me
    • April 13, 2005

13. Can a 401(k) plan accept a rollover from a SEP?

    By Guest DIGMYDOG, April 12, 2005
    • 2 replies
    • 1.5k views
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    • wmyer
    • April 13, 2005

14. Incarcerated participant - can spouse authorize distribution?

    By Guest marciab, April 8, 2005
    • 6 replies
    • 5.6k views
    • 
    • Guest
    • April 8, 2005

15. In Service Withdrawal as Rollover

    By Randy Watson, April 6, 2005
    • 2 replies
    • 1.4k views
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    • Alf
    • April 7, 2005

16. Min Distrib and Former Key

    By Earl, April 1, 2005
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • April 5, 2005

17. Beneficiary found check issued years ago, what to do?

    By FundeK, March 31, 2005
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • April 5, 2005

18. Early Withdrawal at age 59 1/2

    By wsp, April 4, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 4, 2005

19. Renovation loan.... 15years?

    By K-t-F, March 31, 2005
    • 5 replies
    • 1.8k views
    • 
    • R. Butler
    • March 31, 2005

20. ADP refunds - for $3 each

    By doombuggy, March 31, 2005
    • 0 replies
    • 1.1k views
    • 
    • doombuggy
    • March 31, 2005

21. TEFRA 242(b)(2)

    By Guest Francine, March 30, 2005
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • March 30, 2005

22. Remedy for PSP distribution to estate, not designated beneficiary?

    By Guest mkaplan1, March 28, 2005
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • March 28, 2005

23. participant deceased.... existing loan... no spousal consent for loan

    By K-t-F, March 24, 2005
    • 2 replies
    • 1.4k views
    • 
    • WDIK
    • March 25, 2005

24. In-Service withdrawal

    By Santo Gold, March 18, 2005
    • 4 replies
    • 1.7k views
    • 
    • No Name
    • March 24, 2005

25. RMD-are the model amendments in Rev. Proc. 2002-29 mandatory?

    By Guest Donaldson, March 23, 2005
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 24, 2005

26. RMD from PSP that includes after tax contributions

    By smm, March 22, 2005
    • 6 replies
    • 2.2k views
    • 
    • smm
    • March 23, 2005

27. Rolling Over Installment Payments Made For Less Than 10 Years

    By Guest dyoder, March 22, 2005
    • 3 replies
    • 3.8k views
    • 
    • david rigby
    • March 23, 2005

28. Death distribution and rollover

    By Guest steve55, March 22, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 22, 2005

29. Automatic Rollovers - Notice 2005-5 & Puerto Rico residents

    By jaemmons, March 21, 2005
    • 0 replies
    • 1.3k views
    • 
    • jaemmons
    • March 21, 2005

30. Involuntary cash-out in profit sharing plan offering annuities

    By Guest nlmc18, March 19, 2005
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 21, 2005

31. How do you get a refund/credit of a participant's prior year's federal tax withholding?

    By Guest cicday, March 17, 2005
    • 5 replies
    • 1.9k views
    • 
    • Bird
    • March 18, 2005

32. Distribution Code Chart

    By Guest Netminder, March 18, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 18, 2005

33. Death Precedes RMD, payee = estate or beneficiary?

    By Guest johnpetrancosta, March 14, 2005
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 17, 2005

34. Election form signature over 90 days old

    By Guest padmin, March 16, 2005
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • March 16, 2005

35. Treatment of Participant Loan at Death

    By Guest t936, March 16, 2005
    • 0 replies
    • 967 views
    • 
    • Guest
    • March 16, 2005

36. Electronic filing and mismatch of ID # on 1099-R

    By Bird, March 10, 2005
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • March 16, 2005

37. Is an involuntary cash-out provision a protected distribution option?

    By Guest Grumpy455, March 8, 2005
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 8, 2005

38. Lost Distribution Check - Rollover Options

    By Guest JAHman, March 7, 2005
    • 4 replies
    • 7.4k views
    • 
    • QDROphile
    • March 8, 2005

39. Former spouse distribution rights

    By Guest psgross, March 1, 2005
    • 9 replies
    • 1.4k views
    • 
    • Guest
    • March 7, 2005

40. Reducing Automatic R/O from $5k to $1k => later deciding to move it back up to $5k

    By Guest rslagle224, March 3, 2005
    • 1 reply
    • 1.2k views
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    • stevena
    • March 5, 2005

41. Rollover Dist.

    By Guest moltengater, March 4, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 4, 2005

42. Rollover from 401K to Roth IRA

    By Guest psgross, March 2, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 2, 2005

43. Loan and subsequent withdrawal- balance leave only loan

    By jane123, February 25, 2005
    • 2 replies
    • 1.3k views
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    • Appleby
    • March 2, 2005

44. Automatic Cashout - Multiple Beneficiaries

    By Guest t936, February 28, 2005
    • 2 replies
    • 1.4k views
    • 
    • E as in ERISA
    • March 1, 2005

45. Automatic Rollovers-Amending

    By Guest padmin, February 25, 2005
    • 2 replies
    • 1.3k views
    • 
    • stevena
    • February 28, 2005

46. Is there a penalty for not remitting tax witholding on distributions electronically?

    By Santo Gold, February 28, 2005
    • 4 replies
    • 1.6k views
    • 
    • Jim Chad
    • February 28, 2005

47. Automatic rollovers--consequences of lowering the cash-out limit to $1,000

    By Everett Moreland, February 7, 2005
    • 12 replies
    • 4.9k views
    • 
    • Jim Chad
    • February 28, 2005

48. Pension Payments Deferred thru Employer Error

    By Guest atraveler, February 26, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 26, 2005

49. 1099-R in name and TIN of deceased instead of beneficiary

    By jane123, February 22, 2005
    • 1 reply
    • 1.4k views
    • 
    • Fredman
    • February 22, 2005

50. Taxes withholdings from unrelated plans and filing under one 945 /1099R EIN

    By legort69, February 18, 2005
    • 1 reply
    • 1.2k views
    • 
    • Lori Friedman
    • February 18, 2005