Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. amending automatic rollover threshold to $1,000

   By Guest tas, February 3, 2005
   • 4 replies
   • 1.3k views
   • 
   • E as in ERISA
   • February 3, 2005

2. IRA Depositories

   By Guest FLUMMOXED, February 2, 2005
   • 2 replies
   • 1k views
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   • mbozek
   • February 3, 2005

3. This is a question for TPAs, regarding the Automatic Rollover rules.

   By Guest sarnold, February 2, 2005
   • 0 replies
   • 1k views
   • 
   • Guest
   • February 2, 2005

4. Avoiding MRD by 5% owners after age 70 1/2

   By mbozek, February 1, 2005
   • 2 replies
   • 2.2k views
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   • mbozek
   • February 1, 2005

5. involuntary consent to distribution

   By Guest pjalazo, January 31, 2005
   • 2 replies
   • 1.2k views
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   • mbozek
   • January 31, 2005

6. Final Regulations Issued: Repayment of Previously-Taxed Participant Lo

   By Dave Baker, August 1, 2000
   • 1 reply
   • 1.8k views
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   • FundeK
   • January 31, 2005

7. PS58 and MRD's

   By TBob, January 27, 2005
   • 2 replies
   • 1.6k views
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   • TBob
   • January 28, 2005

8. Tax withholding schedule of deposits - corporate vs. plan trust

   By legort69, January 26, 2005
   • 2 replies
   • 1k views
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   • GBurns
   • January 26, 2005

9. Installment Payments- ERD and Withholding

   By card, April 22, 2004
   • 1 reply
   • 1.9k views
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   • FundeK
   • January 26, 2005

10. Revised 1099-R codes for corrective distributions

    By Guest Jane Freeman, December 6, 2004
    • 3 replies
    • 2.4k views
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    • Beemer
    • January 25, 2005

11. 1099-R Question: What happens if employer pays terminated participant distribution out of business instead of plan?

    By Guest DIGMYDOG, January 21, 2005
    • 13 replies
    • 2.5k views
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    • E as in ERISA
    • January 25, 2005

12. Distribution Code - Death payout that was donated?

    By Guest h_nowicki, January 25, 2005
    • 0 replies
    • 968 views
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    • Guest
    • January 25, 2005

13. 1099R with no Social Security number

    By Guest Judy S, January 18, 2005
    • 5 replies
    • 3.3k views
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    • Guest
    • January 20, 2005

14. 401k loans and bankruptcy

    By legort69, January 18, 2005
    • 4 replies
    • 2k views
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    • Kirk Maldonado
    • January 19, 2005

15. Distribution code for loan default

    By Bird, January 13, 2005
    • 3 replies
    • 2.9k views
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    • Bird
    • January 19, 2005

16. Disobedient Party and Rule 70

    By Guest dbvail, January 10, 2005
    • 15 replies
    • 2.7k views
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    • mbozek
    • January 14, 2005

17. Divorce revokes beneficiary designation - in which states?

    By Appleby, December 28, 2004
    • 17 replies
    • 8.5k views
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    • Guest
    • January 14, 2005

18. Re-deposit of funds from a hardship distribution

    By Guest M. Martin, January 13, 2005
    • 0 replies
    • 1.1k views
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    • Guest
    • January 13, 2005

19. Question RMD after date of death

    By MarZDoates, January 13, 2005
    • 1 reply
    • 1.1k views
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    • Belgarath
    • January 13, 2005

20. Maximum Loan Amount

    By jane123, January 13, 2005
    • 3 replies
    • 1.2k views
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    • jane123
    • January 13, 2005

21. Maximum Distribution Time Frame?

    By Guest FalynnDFW, January 12, 2005
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • January 12, 2005

22. What are the filing requirements with regard the 1096 and 945 in a year when the plan has no distributions?

    By Guest mmc, January 8, 2005
    • 20 replies
    • 2.5k views
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    • GBurns
    • January 12, 2005

23. 1099R for post tax deferral distribution

    By Guest vtuhan, January 11, 2005
    • 1 reply
    • 971 views
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    • JanetM
    • January 11, 2005

24. Age 59 1/2 and monthly payments

    By Guest Nineteen, January 7, 2005
    • 1 reply
    • 1.3k views
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    • WDIK
    • January 7, 2005

25. Loan default - out on workers comp, not termed

    By legort69, January 5, 2005
    • 2 replies
    • 5.3k views
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    • FundeK
    • January 5, 2005

26. When does the RMD have to begin?

    By FundeK, December 8, 2004
    • 14 replies
    • 3.6k views
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    • Blinky the 3-eyed Fish
    • January 4, 2005

27. early withdrawal of 401k to buy house

    By Guest denny7, December 21, 2004
    • 4 replies
    • 6.3k views
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    • Mary Kay Foss
    • January 3, 2005

28. 10 year averaging question....

    By Guest mab, January 3, 2005
    • 0 replies
    • 1.3k views
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    • Guest
    • January 3, 2005

29. IRS Notice 2005-5 on automatic rollovers

    By Everett Moreland, December 28, 2004
    • 7 replies
    • 2.9k views
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    • Belgarath
    • December 31, 2004

30. How to distribute balance over $5,000 - Plan Terminating

    By Leopurrd, December 29, 2004
    • 2 replies
    • 2.3k views
    • 
    • Leopurrd
    • December 30, 2004

31. Repayment of Cash Out Distributions - EE restore?

    By legort69, December 22, 2004
    • 19 replies
    • 2.7k views
    • 
    • Guest
    • December 29, 2004

32. Aggregating RMD from inherited IRAs- when is it allowed?

    By Appleby, December 29, 2004
    • 2 replies
    • 1.5k views
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    • Belgarath
    • December 29, 2004

33. What is the difference between an installment payment and a periodic payment?

    By FundeK, December 1, 2004
    • 4 replies
    • 9.9k views
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    • Appleby
    • December 29, 2004

34. 1099-R Distribution Code in Box 7

    By Guest mrnardoz, December 16, 2004
    • 5 replies
    • 3.8k views
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    • Appleby
    • December 23, 2004

35. "Retired" for determining RMD beginning date

    By Guest beppie_stark, December 22, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 22, 2004

36. Vendors for accepting mandatory rollover amounts

    By Belgarath, November 26, 2004
    • 2 replies
    • 1.4k views
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    • Demosthenes
    • December 22, 2004

37. Amended 1099R - zero dollars

    By Guest lindamichals, December 21, 2004
    • 1 reply
    • 1.5k views
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    • WDIK
    • December 21, 2004

38. What are stirpes?

    By Santo Gold, December 8, 2004
    • 14 replies
    • 3.5k views
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    • Guest
    • December 21, 2004

39. Escheating money to state for missing participants. Anyone done it?

    By TPAVP, December 21, 2004
    • 6 replies
    • 2k views
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    • mbozek
    • December 21, 2004

40. Loan for just one quater-is this OK

    By jane123, December 20, 2004
    • 2 replies
    • 1.3k views
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    • RCK
    • December 21, 2004

41. 1099-R coding clarification

    By Guest dyoder, December 21, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 21, 2004

42. Treatment of outstanding loans in plan merger or trust to trust transf

    By Guest LMalone, July 14, 2000
    • 3 replies
    • 2.6k views
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    • Guest
    • December 20, 2004

43. 70.5 Distributions required for Surviving Spouse?

    By Dennis Povloski, December 17, 2004
    • 3 replies
    • 1.4k views
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    • Dennis Povloski
    • December 20, 2004

44. trust as beneficiary/death of participant before RBD

    By k man, December 14, 2004
    • 4 replies
    • 1.7k views
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    • Mary Kay Foss
    • December 19, 2004

45. Hardship w/drawl question

    By Guest DeePA, November 4, 2004
    • 9 replies
    • 2.6k views
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    • AmyR
    • December 17, 2004

46. Rollovers of 'mandatory distributions'

    By Tom Poje, December 17, 2004
    • 4 replies
    • 1.2k views
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    • Belgarath
    • December 17, 2004

47. Is IRC 414(k) still in effect?

    By Guest Carol the Writer, November 30, 2004
    • 3 replies
    • 2.9k views
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    • SoCalActuary
    • December 17, 2004

48. Distribution timing - withdrawal date or check date?

    By Guest Emiman, December 16, 2004
    • 10 replies
    • 2.3k views
    • 
    • SoCalActuary
    • December 17, 2004

49. Controlled Group - Transfer Loan from Plan A to Plan B to follow employee from Company A to Company B

    By SRM, December 16, 2004
    • 0 replies
    • 1.2k views
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    • SRM
    • December 16, 2004

50. Are MRD elections still necessary

    By Guest crosseyedtester, December 9, 2004
    • 2 replies
    • 1.1k views
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    • Belgarath
    • December 16, 2004