Distributions and Loans, Other than QDROs

4,188 topics in this forum

1. 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
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   • stevena
   • March 5, 2005

2. Rollover Dist.

   By Guest moltengater, March 4, 2005
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • March 4, 2005

3. Rollover from 401K to Roth IRA

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

4. Loan and subsequent withdrawal- balance leave only loan

   By jane123, February 25, 2005
   • 2 replies
   • 1.4k views
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   • Appleby
   • March 2, 2005

5. Automatic Cashout - Multiple Beneficiaries

   By Guest t936, February 28, 2005
   • 2 replies
   • 1.5k views
   • 
   • E as in ERISA
   • March 1, 2005

6. Automatic Rollovers-Amending

   By Guest padmin, February 25, 2005
   • 2 replies
   • 1.3k views
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   • stevena
   • February 28, 2005

7. Is there a penalty for not remitting tax witholding on distributions electronically?

   By Santo Gold, February 28, 2005
   • 4 replies
   • 1.7k views
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   • Jim Chad
   • February 28, 2005

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

   By Everett Moreland, February 7, 2005
   • 12 replies
   • 5k views
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   • Jim Chad
   • February 28, 2005

9. Pension Payments Deferred thru Employer Error

   By Guest atraveler, February 26, 2005
   • 0 replies
   • 1k views
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   • Guest
   • February 26, 2005

10. 1099-R in name and TIN of deceased instead of beneficiary

    By jane123, February 22, 2005
    • 1 reply
    • 1.4k views
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    • Fredman
    • February 22, 2005

11. Taxes withholdings from unrelated plans and filing under one 945 /1099R EIN

    By legort69, February 18, 2005
    • 1 reply
    • 1.2k views
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    • Lori Friedman
    • February 18, 2005

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

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

13. Calculating Earnings for a Gap Period

    By Guest msxtrme, February 16, 2005
    • 4 replies
    • 3.6k views
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    • Guest
    • February 17, 2005

14. Withholding more than 20% from a distribution?

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

15. Plan distribution - Overpayment

    By Lori Friedman, February 11, 2005
    • 5 replies
    • 2.1k views
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    • Kirk Maldonado
    • February 12, 2005

16. RMDs

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

17. Recovery of basis

    By Bird, January 28, 2005
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • February 10, 2005

18. Excess deferrals from participation in multiple plans

    By Bird, February 8, 2005
    • 13 replies
    • 9.5k views
    • 
    • Bird
    • February 9, 2005

19. Modifications to Substantially Equal Periodic Payments

    By Felicia, February 4, 2005
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • February 6, 2005

20. Hardship Withdrawal-reinstatement of deferral 6 mths later

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

21. 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

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

    By mal, February 4, 2005
    • 2 replies
    • 1.6k views
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    • mal
    • February 4, 2005

23. 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

24. IRA Depositories

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

25. 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

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

    By mbozek, February 1, 2005
    • 2 replies
    • 2.3k views
    • 
    • mbozek
    • February 1, 2005

27. involuntary consent to distribution

    By Guest pjalazo, January 31, 2005
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • January 31, 2005

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

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

29. PS58 and MRD's

    By TBob, January 27, 2005
    • 2 replies
    • 1.7k views
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    • TBob
    • January 28, 2005

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

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

31. Installment Payments- ERD and Withholding

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

32. Revised 1099-R codes for corrective distributions

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

33. 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
    • 2.6k views
    • 
    • E as in ERISA
    • January 25, 2005

34. Distribution Code - Death payout that was donated?

    By Guest h_nowicki, January 25, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • January 25, 2005

35. 1099R with no Social Security number

    By Guest Judy S, January 18, 2005
    • 5 replies
    • 3.6k views
    • 
    • Guest
    • January 20, 2005

36. 401k loans and bankruptcy

    By legort69, January 18, 2005
    • 4 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • January 19, 2005

37. Distribution code for loan default

    By Bird, January 13, 2005
    • 3 replies
    • 3.1k views
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    • Bird
    • January 19, 2005

38. Disobedient Party and Rule 70

    By Guest dbvail, January 10, 2005
    • 15 replies
    • 2.9k views
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    • mbozek
    • January 14, 2005

39. Divorce revokes beneficiary designation - in which states?

    By Appleby, December 28, 2004
    • 17 replies
    • 9k views
    • 
    • Guest
    • January 14, 2005

40. Re-deposit of funds from a hardship distribution

    By Guest M. Martin, January 13, 2005
    • 0 replies
    • 1.2k views
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    • Guest
    • January 13, 2005

41. Question RMD after date of death

    By MarZDoates, January 13, 2005
    • 1 reply
    • 1.2k views
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    • Belgarath
    • January 13, 2005

42. Maximum Loan Amount

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

43. Maximum Distribution Time Frame?

    By Guest FalynnDFW, January 12, 2005
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • January 12, 2005

44. 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
    • 2.7k views
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    • GBurns
    • January 12, 2005

45. 1099R for post tax deferral distribution

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

46. Age 59 1/2 and monthly payments

    By Guest Nineteen, January 7, 2005
    • 1 reply
    • 1.4k views
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    • WDIK
    • January 7, 2005

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

    By legort69, January 5, 2005
    • 2 replies
    • 5.6k views
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    • FundeK
    • January 5, 2005

48. When does the RMD have to begin?

    By FundeK, December 8, 2004
    • 14 replies
    • 3.9k views
    • 
    • Blinky the 3-eyed Fish
    • January 4, 2005

49. early withdrawal of 401k to buy house

    By Guest denny7, December 21, 2004
    • 4 replies
    • 7.6k views
    • 
    • Mary Kay Foss
    • January 3, 2005

50. 10 year averaging question....

    By Guest mab, January 3, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 3, 2005