Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Automatic Rollovers and After-Tax Contributions

   By Just Me, April 4, 2005
   • 5 replies
   • 2k views
   • 
   • Just Me
   • April 13, 2005

2. 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

3. Incarcerated participant - can spouse authorize distribution?

   By Guest marciab, April 8, 2005
   • 6 replies
   • 5.3k views
   • 
   • Guest
   • April 8, 2005

4. In Service Withdrawal as Rollover

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

5. Min Distrib and Former Key

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

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

   By FundeK, March 31, 2005
   • 1 reply
   • 1.3k views
   • 
   • mbozek
   • April 5, 2005

7. Early Withdrawal at age 59 1/2

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

8. Renovation loan.... 15years?

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

9. ADP refunds - for $3 each

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

10. TEFRA 242(b)(2)

    By Guest Francine, March 30, 2005
    • 1 reply
    • 1.5k views
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    • Bird
    • March 30, 2005

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

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

12. 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

13. In-Service withdrawal

    By Santo Gold, March 18, 2005
    • 4 replies
    • 1.6k views
    • 
    • No Name
    • March 24, 2005

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

    By Guest Donaldson, March 23, 2005
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • March 24, 2005

15. RMD from PSP that includes after tax contributions

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

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

    By Guest dyoder, March 22, 2005
    • 3 replies
    • 3.7k views
    • 
    • david rigby
    • March 23, 2005

17. Death distribution and rollover

    By Guest steve55, March 22, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 22, 2005

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

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

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

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

20. 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

21. Distribution Code Chart

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

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

    By Guest johnpetrancosta, March 14, 2005
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 17, 2005

23. Election form signature over 90 days old

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

24. Treatment of Participant Loan at Death

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

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

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

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

    By Guest Grumpy455, March 8, 2005
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 8, 2005

27. Lost Distribution Check - Rollover Options

    By Guest JAHman, March 7, 2005
    • 4 replies
    • 6.9k views
    • 
    • QDROphile
    • March 8, 2005

28. Former spouse distribution rights

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

29. 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
    • 
    • stevena
    • March 5, 2005

30. Rollover Dist.

    By Guest moltengater, March 4, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 4, 2005

31. Rollover from 401K to Roth IRA

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

32. Loan and subsequent withdrawal- balance leave only loan

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

33. Automatic Cashout - Multiple Beneficiaries

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

34. Automatic Rollovers-Amending

    By Guest padmin, February 25, 2005
    • 2 replies
    • 1.2k views
    • 
    • stevena
    • February 28, 2005

35. 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

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

    By Everett Moreland, February 7, 2005
    • 12 replies
    • 4.8k views
    • 
    • Jim Chad
    • February 28, 2005

37. Pension Payments Deferred thru Employer Error

    By Guest atraveler, February 26, 2005
    • 0 replies
    • 990 views
    • 
    • Guest
    • February 26, 2005

38. 1099-R in name and TIN of deceased instead of beneficiary

    By jane123, February 22, 2005
    • 1 reply
    • 1.3k views
    • 
    • Fredman
    • February 22, 2005

39. 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

40. ESOP distributions - not enough cash to withhold 20% and required state withholding

    By Guest fore01k, February 17, 2005
    • 0 replies
    • 2k views
    • 
    • Guest
    • February 17, 2005

41. Calculating Earnings for a Gap Period

    By Guest msxtrme, February 16, 2005
    • 4 replies
    • 3.5k views
    • 
    • Guest
    • February 17, 2005

42. Withholding more than 20% from a distribution?

    By AlbanyConsultant, February 7, 2005
    • 5 replies
    • 1.9k views
    • 
    • AlbanyConsultant
    • February 14, 2005

43. Plan distribution - Overpayment

    By Lori Friedman, February 11, 2005
    • 5 replies
    • 2k views
    • 
    • Kirk Maldonado
    • February 12, 2005

44. RMDs

    By Felicia, February 7, 2005
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • February 11, 2005

45. Recovery of basis

    By Bird, January 28, 2005
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • February 10, 2005

46. Excess deferrals from participation in multiple plans

    By Bird, February 8, 2005
    • 13 replies
    • 8.1k views
    • 
    • Bird
    • February 9, 2005

47. Modifications to Substantially Equal Periodic Payments

    By Felicia, February 4, 2005
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • February 6, 2005

48. Hardship Withdrawal-reinstatement of deferral 6 mths later

    By Guest Julie Woulfe, February 4, 2005
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • February 5, 2005

49. automatic rollovers--lowering the cash out limit to $1,000--the benefits, rights, and features test

    By Everett Moreland, February 4, 2005
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • February 4, 2005

50. Can a money purchase plan offer loansor hardship withdrawals?

    By mal, February 4, 2005
    • 2 replies
    • 1.5k views
    • 
    • mal
    • February 4, 2005