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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. Hardship Withdrawal-reinstatement of deferral 6 mths later

    By Guest Julie Woulfe,
    • 2 replies
    • 1.7k views

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

    By Everett Moreland,
    • 1 reply
    • 1.4k views

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

    By mal,
    • 2 replies
    • 1.5k views
    • mal
    • mal

  4. amending automatic rollover threshold to $1,000

    By Guest tas,
    • 4 replies
    • 1.3k views

  5. IRA Depositories

    By Guest FLUMMOXED,
    • 2 replies
    • 1.1k views

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

    By Guest sarnold,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

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

    By mbozek,
    • 2 replies
    • 2.2k views

  8. involuntary consent to distribution

    By Guest pjalazo,
    • 2 replies
    • 1.2k views

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

    By Dave Baker,
    • 1 reply
    • 1.8k views

  10. PS58 and MRD's

    By TBob,
    • 2 replies
    • 1.6k views

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

    By legort69,
    • 2 replies
    • 1.1k views

  12. Installment Payments- ERD and Withholding

    By card,
    • 1 reply
    • 2k views

  13. Revised 1099-R codes for corrective distributions

    By Guest Jane Freeman,
    • 3 replies
    • 2.4k views

  14. 1099-R Question: What happens if employer pays terminated participant distribution out of business instead of plan?

    By Guest DIGMYDOG,
    • 13 replies
    • 2.5k views

  15. Distribution Code - Death payout that was donated?

    By Guest h_nowicki,
    • 0 replies
    • 987 views
    • Guest
    • Guest

  16. 1099R with no Social Security number

    By Guest Judy S,
    • 5 replies
    • 3.4k views
    • Guest
    • Guest

  17. 401k loans and bankruptcy

    By legort69,
    • 4 replies
    • 2k views

  18. Distribution code for loan default

    By Bird,
    • 3 replies
    • 3k views

  19. Disobedient Party and Rule 70

    By Guest dbvail,
    • 15 replies
    • 2.8k views

  20. Divorce revokes beneficiary designation - in which states?

    By Appleby,
    • 17 replies
    • 8.6k views
    • Guest
    • Guest

  21. Re-deposit of funds from a hardship distribution

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

  22. Question RMD after date of death

    By MarZDoates,
    • 1 reply
    • 1.1k views

  23. Maximum Loan Amount

    By jane123,
    • 3 replies
    • 1.3k views

  24. Maximum Distribution Time Frame?

    By Guest FalynnDFW,
    • 4 replies
    • 1.1k views
    • Guest
    • Guest

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

    By Guest mmc,
    • 20 replies
    • 2.6k views

  26. 1099R for post tax deferral distribution

    By Guest vtuhan,
    • 1 reply
    • 985 views

  27. Age 59 1/2 and monthly payments

    By Guest Nineteen,
    • 1 reply
    • 1.3k views

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

    By legort69,
    • 2 replies
    • 5.3k views

  29. When does the RMD have to begin?

    By FundeK,
    • 14 replies
    • 3.7k views

  30. early withdrawal of 401k to buy house

    By Guest denny7,
    • 4 replies
    • 6.4k views

  31. 10 year averaging question....

    By Guest mab,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  32. IRS Notice 2005-5 on automatic rollovers

    By Everett Moreland,
    • 7 replies
    • 3k views

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

    By Leopurrd,
    • 2 replies
    • 2.3k views

  34. Repayment of Cash Out Distributions - EE restore?

    By legort69,
    • 19 replies
    • 2.8k views
    • Guest
    • Guest

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

    By Appleby,
    • 2 replies
    • 1.5k views

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

    By FundeK,
    • 4 replies
    • 10k views

  37. 1099-R Distribution Code in Box 7

    By Guest mrnardoz,
    • 5 replies
    • 3.8k views

  38. "Retired" for determining RMD beginning date

    By Guest beppie_stark,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  39. Vendors for accepting mandatory rollover amounts

    By Belgarath,
    • 2 replies
    • 1.4k views

  40. Amended 1099R - zero dollars

    By Guest lindamichals,
    • 1 reply
    • 1.5k views

  41. What are stirpes?

    By Santo Gold,
    • 14 replies
    • 3.6k views
    • Guest
    • Guest

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

    By TPAVP,
    • 6 replies
    • 2k views

  43. Loan for just one quater-is this OK

    By jane123,
    • 2 replies
    • 1.3k views
    • RCK
    • RCK

  44. 1099-R coding clarification

    By Guest dyoder,
    • 0 replies
    • 1k views
    • Guest
    • Guest

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

    By Guest LMalone,
    • 3 replies
    • 2.6k views
    • Guest
    • Guest

  46. 70.5 Distributions required for Surviving Spouse?

    By Dennis Povloski,
    • 3 replies
    • 1.4k views

  47. trust as beneficiary/death of participant before RBD

    By k man,
    • 4 replies
    • 1.7k views

  48. Hardship w/drawl question

    By Guest DeePA,
    • 9 replies
    • 2.7k views

  49. Rollovers of 'mandatory distributions'

    By Tom Poje,
    • 4 replies
    • 1.2k views

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

    By Guest Carol the Writer,
    • 3 replies
    • 2.9k views
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