Distributions and Loans, Other than QDROs

4,173 topics in this forum

1. RMDs

   By Felicia, February 7, 2005
   • 2 replies
   • 1.4k views
   • 
   • Appleby
   • February 11, 2005

2. Recovery of basis

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

3. Excess deferrals from participation in multiple plans

   By Bird, February 8, 2005
   • 13 replies
   • 8.7k views
   • 
   • Bird
   • February 9, 2005

4. Modifications to Substantially Equal Periodic Payments

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

5. Hardship Withdrawal-reinstatement of deferral 6 mths later

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

6. 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

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

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

8. amending automatic rollover threshold to $1,000

   By Guest tas, February 3, 2005
   • 4 replies
   • 1.4k views
   • 
   • E as in ERISA
   • February 3, 2005

9. IRA Depositories

   By Guest FLUMMOXED, February 2, 2005
   • 2 replies
   • 1.1k views
   • 
   • mbozek
   • February 3, 2005

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

    By Guest sarnold, February 2, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 2, 2005

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

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

12. involuntary consent to distribution

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

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

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

14. PS58 and MRD's

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

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

    By legort69, January 26, 2005
    • 2 replies
    • 1.1k views
    • 
    • GBurns
    • January 26, 2005

16. Installment Payments- ERD and Withholding

    By card, April 22, 2004
    • 1 reply
    • 2k views
    • 
    • FundeK
    • January 26, 2005

17. Revised 1099-R codes for corrective distributions

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

18. 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
    • 
    • E as in ERISA
    • January 25, 2005

19. Distribution Code - Death payout that was donated?

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

20. 1099R with no Social Security number

    By Guest Judy S, January 18, 2005
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • January 20, 2005

21. 401k loans and bankruptcy

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

22. Distribution code for loan default

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

23. Disobedient Party and Rule 70

    By Guest dbvail, January 10, 2005
    • 15 replies
    • 2.8k views
    • 
    • mbozek
    • January 14, 2005

24. Divorce revokes beneficiary designation - in which states?

    By Appleby, December 28, 2004
    • 17 replies
    • 8.7k views
    • 
    • Guest
    • January 14, 2005

25. Re-deposit of funds from a hardship distribution

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

26. Question RMD after date of death

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

27. Maximum Loan Amount

    By jane123, January 13, 2005
    • 3 replies
    • 1.3k views
    • 
    • jane123
    • January 13, 2005

28. Maximum Distribution Time Frame?

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

29. 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
    • 2.6k views
    • 
    • GBurns
    • January 12, 2005

30. 1099R for post tax deferral distribution

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

31. Age 59 1/2 and monthly payments

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

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

    By legort69, January 5, 2005
    • 2 replies
    • 5.4k views
    • 
    • FundeK
    • January 5, 2005

33. When does the RMD have to begin?

    By FundeK, December 8, 2004
    • 14 replies
    • 3.7k views
    • 
    • Blinky the 3-eyed Fish
    • January 4, 2005

34. early withdrawal of 401k to buy house

    By Guest denny7, December 21, 2004
    • 4 replies
    • 6.7k views
    • 
    • Mary Kay Foss
    • January 3, 2005

35. 10 year averaging question....

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

36. IRS Notice 2005-5 on automatic rollovers

    By Everett Moreland, December 28, 2004
    • 7 replies
    • 3k views
    • 
    • Belgarath
    • December 31, 2004

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

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

38. Repayment of Cash Out Distributions - EE restore?

    By legort69, December 22, 2004
    • 19 replies
    • 2.8k views
    • 
    • Guest
    • December 29, 2004

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

    By Appleby, December 29, 2004
    • 2 replies
    • 1.6k views
    • 
    • Belgarath
    • December 29, 2004

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

    By FundeK, December 1, 2004
    • 4 replies
    • 10.1k views
    • 
    • Appleby
    • December 29, 2004

41. 1099-R Distribution Code in Box 7

    By Guest mrnardoz, December 16, 2004
    • 5 replies
    • 4k views
    • 
    • Appleby
    • December 23, 2004

42. "Retired" for determining RMD beginning date

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

43. Vendors for accepting mandatory rollover amounts

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

44. Amended 1099R - zero dollars

    By Guest lindamichals, December 21, 2004
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • December 21, 2004

45. What are stirpes?

    By Santo Gold, December 8, 2004
    • 14 replies
    • 3.6k views
    • 
    • Guest
    • December 21, 2004

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

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

47. Loan for just one quater-is this OK

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

48. 1099-R coding clarification

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

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

    By Guest LMalone, July 14, 2000
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • December 20, 2004

50. 70.5 Distributions required for Surviving Spouse?

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