Distributions and Loans, Other than QDROs

4,188 topics in this forum

1. Hardship withdrawal and taxes withheld

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

2. Qualified Preretirement Survivor Annuity

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

3. 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
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   • pmacduff
   • May 16, 2005

4. Taxation of Disability Benefits

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

5. Hardship Help!

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

6. Deported illegal aliens

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

7. 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

8. Autorollover/Cash-outs and Rollover Accounts

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

9. Hardship amount available after loan

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

10. Spousal Consent

    By Guest DTrom, May 4, 2005
    • 10 replies
    • 3k views
    • 
    • Guest
    • May 6, 2005

11. Interpleader 1099-R Question

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

12. Disclaimer of Benefits

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

13. Paperless Loans and Check21 (Imaging)

    By Guest halka, May 3, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 3, 2005

14. Rollover of plan account when RMD is due

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

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

    By Guest Mike Melnick, April 27, 2005
    • 8 replies
    • 1.8k views
    • 
    • E as in ERISA
    • April 29, 2005

16. Penalties for incorrect address on 1099

    By Belgarath, April 26, 2005
    • 6 replies
    • 12.4k views
    • 
    • Belgarath
    • April 28, 2005

17. State Tax Withholding

    By Guest mikeak, January 28, 2002
    • 5 replies
    • 3.4k views
    • 
    • david rigby
    • April 26, 2005

18. After Tax Contribuitons

    By Guest moltengater, April 22, 2005
    • 8 replies
    • 1.8k views
    • 
    • WDIK
    • April 25, 2005

19. Suspension of Benefit

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

20. Abatement?

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

21. 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

22. IRS 402(f) Notice

    By Guest brsears, April 14, 2005
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • April 14, 2005

23. Automatic Rollovers and After-Tax Contributions

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

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

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

25. Incarcerated participant - can spouse authorize distribution?

    By Guest marciab, April 8, 2005
    • 6 replies
    • 5.7k views
    • 
    • Guest
    • April 8, 2005

26. In Service Withdrawal as Rollover

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

27. Min Distrib and Former Key

    By Earl, April 1, 2005
    • 3 replies
    • 1.3k views
    • 
    • mbozek
    • April 5, 2005

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

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

29. Early Withdrawal at age 59 1/2

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

30. Renovation loan.... 15years?

    By K-t-F, March 31, 2005
    • 5 replies
    • 1.9k views
    • 
    • R. Butler
    • March 31, 2005

31. ADP refunds - for $3 each

    By doombuggy, March 31, 2005
    • 0 replies
    • 1.2k views
    • 
    • doombuggy
    • March 31, 2005

32. TEFRA 242(b)(2)

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

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

    By Guest mkaplan1, March 28, 2005
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • March 28, 2005

34. 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

35. In-Service withdrawal

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

36. 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

37. RMD from PSP that includes after tax contributions

    By smm, March 22, 2005
    • 6 replies
    • 2.3k views
    • 
    • smm
    • March 23, 2005

38. 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

39. Death distribution and rollover

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

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

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

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

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

42. 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
    • 2k views
    • 
    • Bird
    • March 18, 2005

43. Distribution Code Chart

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

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

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

45. Election form signature over 90 days old

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

46. Treatment of Participant Loan at Death

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

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

    By Bird, March 10, 2005
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • March 16, 2005

48. 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

49. Lost Distribution Check - Rollover Options

    By Guest JAHman, March 7, 2005
    • 4 replies
    • 7.6k views
    • 
    • QDROphile
    • March 8, 2005

50. Former spouse distribution rights

    By Guest psgross, March 1, 2005
    • 9 replies
    • 1.5k views
    • 
    • Guest
    • March 7, 2005