Distributions and Loans, Other than QDROs

4,205 topics in this forum

1. State Tax Withholding on Distributions

   By Guest HMoore, June 29, 2005
   • 7 replies
   • 4.6k views
   • 
   • mbozek
   • June 30, 2005

2. Loan for a Principal Residence

   By Archimage, June 29, 2005
   • 1 reply
   • 1.9k views
   • 
   • Ron Snyder
   • June 30, 2005

3. return of distribution check

   By Guest lindamichals, June 29, 2005
   • 3 replies
   • 1.9k views
   • 
   • mbozek
   • June 29, 2005

4. Forced payouts under $ 1,000.

   By Guest jetfaninmn, June 24, 2005
   • 1 reply
   • 1.7k views
   • 
   • JanetM
   • June 24, 2005

5. RMD in first year of DB plan

   By SoCalActuary, June 23, 2005
   • 2 replies
   • 1.7k views
   • 
   • rcline46
   • June 23, 2005

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

   By k man, June 21, 2005
   • 13 replies
   • 3.1k views
   • 
   • Kirk Maldonado
   • June 23, 2005

7. RMD in year of distribution from PS plan

   By dmb, June 16, 2005
   • 4 replies
   • 1.5k views
   • 
   • jevd
   • June 16, 2005

8. 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
   • 1.9k views
   • 
   • Bird
   • June 9, 2005

9. distribution upon death to a foundation

   By Earl, June 3, 2005
   • 2 replies
   • 1.5k views
   • 
   • Earl
   • June 7, 2005

10. distribution amounts under $1.00

    By KoolLady4, June 7, 2005
    • 2 replies
    • 1.7k views
    • 
    • E as in ERISA
    • June 7, 2005

11. Loan Re-Finance

    By Archimage, June 3, 2005
    • 2 replies
    • 1.8k views
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    • Archimage
    • June 3, 2005

12. Audits of deceased participants

    By Guest who me?, June 3, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 3, 2005

13. principal residence loan for 30 years?

    By betheeg, May 31, 2005
    • 4 replies
    • 2.2k views
    • 
    • mbozek
    • June 2, 2005

14. Broker makes distribution without authorization...?

    By chris, May 20, 2005
    • 21 replies
    • 4.4k views
    • 
    • chris
    • June 1, 2005

15. Automatic Rollovers for Mandatory Distributions

    By mming, May 13, 2005
    • 3 replies
    • 2.3k views
    • 
    • E as in ERISA
    • May 26, 2005

16. Participant Loan/Prohibited Transaction

    By Guest ActuaryWannabe, May 24, 2005
    • 4 replies
    • 2k views
    • 
    • Belgarath
    • May 25, 2005

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

    By Basically, May 25, 2005
    • 2 replies
    • 1.9k views
    • 
    • Basically
    • May 25, 2005

18. Hardship withdrawal and taxes withheld

    By Santo Gold, May 20, 2005
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 20, 2005

19. Qualified Preretirement Survivor Annuity

    By Felicia, May 19, 2005
    • 3 replies
    • 3.4k views
    • 
    • KJohnson
    • May 20, 2005

20. 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
    • 2.4k views
    • 
    • pmacduff
    • May 16, 2005

21. Taxation of Disability Benefits

    By Guest EagleEyes, May 12, 2005
    • 2 replies
    • 1.9k views
    • 
    • Everett Moreland
    • May 13, 2005

22. Hardship Help!

    By Guest Jon Bachman, May 13, 2005
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • May 13, 2005

23. Deported illegal aliens

    By Guest lindamichals, May 11, 2005
    • 1 reply
    • 2.5k views
    • 
    • mbozek
    • May 13, 2005

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

    By Guest ckreut, May 13, 2005
    • 2 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 13, 2005

25. Autorollover/Cash-outs and Rollover Accounts

    By sloble@crowleyfleck.com, May 6, 2005
    • 8 replies
    • 3.8k views
    • 
    • Blinky the 3-eyed Fish
    • May 10, 2005

26. Hardship amount available after loan

    By Guest DTrom, May 6, 2005
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 6, 2005

27. Spousal Consent

    By Guest DTrom, May 4, 2005
    • 10 replies
    • 3.6k views
    • 
    • Guest
    • May 6, 2005

28. Interpleader 1099-R Question

    By Guest ToddieBear, May 5, 2005
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • May 5, 2005

29. Disclaimer of Benefits

    By Guest TroyRiley, April 1, 2005
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 3, 2005

30. Paperless Loans and Check21 (Imaging)

    By Guest halka, May 3, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 3, 2005

31. Rollover of plan account when RMD is due

    By Santo Gold, May 3, 2005
    • 3 replies
    • 1.6k views
    • 
    • Bird
    • May 3, 2005

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

    By Guest Mike Melnick, April 27, 2005
    • 8 replies
    • 2k views
    • 
    • E as in ERISA
    • April 29, 2005

33. Penalties for incorrect address on 1099

    By Belgarath, April 26, 2005
    • 6 replies
    • 12.9k views
    • 
    • Belgarath
    • April 28, 2005

34. State Tax Withholding

    By Guest mikeak, January 28, 2002
    • 5 replies
    • 3.9k views
    • 
    • david rigby
    • April 26, 2005

35. After Tax Contribuitons

    By Guest moltengater, April 22, 2005
    • 8 replies
    • 2.2k views
    • 
    • WDIK
    • April 25, 2005

36. Suspension of Benefit

    By Guest t936, April 21, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 21, 2005

37. Abatement?

    By FundeK, January 20, 2005
    • 4 replies
    • 2.5k views
    • 
    • mbozek
    • April 20, 2005

38. 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

39. IRS 402(f) Notice

    By Guest brsears, April 14, 2005
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • April 14, 2005

40. Automatic Rollovers and After-Tax Contributions

    By Just Me, April 4, 2005
    • 5 replies
    • 2.5k views
    • 
    • Just Me
    • April 13, 2005

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

    By Guest DIGMYDOG, April 12, 2005
    • 2 replies
    • 1.8k views
    • 
    • wmyer
    • April 13, 2005

42. Incarcerated participant - can spouse authorize distribution?

    By Guest marciab, April 8, 2005
    • 6 replies
    • 6.1k views
    • 
    • Guest
    • April 8, 2005

43. In Service Withdrawal as Rollover

    By Randy Watson, April 6, 2005
    • 2 replies
    • 1.7k views
    • 
    • Alf
    • April 7, 2005

44. Min Distrib and Former Key

    By Earl, April 1, 2005
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • April 5, 2005

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

    By FundeK, March 31, 2005
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • April 5, 2005

46. Early Withdrawal at age 59 1/2

    By wsp, April 4, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 4, 2005

47. Renovation loan.... 15years?

    By Basically, March 31, 2005
    • 5 replies
    • 2.1k views
    • 
    • R. Butler
    • March 31, 2005

48. ADP refunds - for $3 each

    By doombuggy, March 31, 2005
    • 0 replies
    • 1.4k views
    • 
    • doombuggy
    • March 31, 2005

49. TEFRA 242(b)(2)

    By Guest Francine, March 30, 2005
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • March 30, 2005

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

    By Guest mkaplan1, March 28, 2005
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • March 28, 2005