Distributions and Loans, Other than QDROs

4,201 topics in this forum

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

   By Guest dyoder, March 22, 2005
   • 3 replies
   • 4k views
   • 
   • david rigby
   • March 23, 2005

2. Death distribution and rollover

   By Guest steve55, March 22, 2005
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • March 22, 2005

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

   By jaemmons, March 21, 2005
   • 0 replies
   • 1.6k views
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   • jaemmons
   • March 21, 2005

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

   By Guest nlmc18, March 19, 2005
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • March 21, 2005

5. 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
   • 2.1k views
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   • Bird
   • March 18, 2005

6. Distribution Code Chart

   By Guest Netminder, March 18, 2005
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • March 18, 2005

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

   By Guest johnpetrancosta, March 14, 2005
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • March 17, 2005

8. Election form signature over 90 days old

   By Guest padmin, March 16, 2005
   • 1 reply
   • 1.5k views
   • 
   • QDROphile
   • March 16, 2005

9. Treatment of Participant Loan at Death

   By Guest t936, March 16, 2005
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • March 16, 2005

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

    By Bird, March 10, 2005
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • March 16, 2005

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

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

12. Lost Distribution Check - Rollover Options

    By Guest JAHman, March 7, 2005
    • 4 replies
    • 8.2k views
    • 
    • QDROphile
    • March 8, 2005

13. Former spouse distribution rights

    By Guest psgross, March 1, 2005
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • March 7, 2005

14. 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
    • 1.3k views
    • 
    • stevena
    • March 5, 2005

15. Rollover Dist.

    By Guest moltengater, March 4, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 4, 2005

16. Rollover from 401K to Roth IRA

    By Guest psgross, March 2, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 2, 2005

17. Loan and subsequent withdrawal- balance leave only loan

    By jane123, February 25, 2005
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • March 2, 2005

18. Automatic Cashout - Multiple Beneficiaries

    By Guest t936, February 28, 2005
    • 2 replies
    • 1.6k views
    • 
    • E as in ERISA
    • March 1, 2005

19. Automatic Rollovers-Amending

    By Guest padmin, February 25, 2005
    • 2 replies
    • 1.4k views
    • 
    • stevena
    • February 28, 2005

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

    By Santo Gold, February 28, 2005
    • 4 replies
    • 1.9k views
    • 
    • Jim Chad
    • February 28, 2005

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

    By Everett Moreland, February 7, 2005
    • 12 replies
    • 5.3k views
    • 
    • Jim Chad
    • February 28, 2005

22. Pension Payments Deferred thru Employer Error

    By Guest atraveler, February 26, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 26, 2005

23. 1099-R in name and TIN of deceased instead of beneficiary

    By jane123, February 22, 2005
    • 1 reply
    • 1.6k views
    • 
    • Fredman
    • February 22, 2005

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

    By legort69, February 18, 2005
    • 1 reply
    • 1.4k views
    • 
    • Lori Friedman
    • February 18, 2005

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

    By Guest fore01k, February 17, 2005
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • February 17, 2005

26. Calculating Earnings for a Gap Period

    By Guest msxtrme, February 16, 2005
    • 4 replies
    • 3.8k views
    • 
    • Guest
    • February 17, 2005

27. Withholding more than 20% from a distribution?

    By AlbanyConsultant, February 7, 2005
    • 5 replies
    • 2.1k views
    • 
    • AlbanyConsultant
    • February 14, 2005

28. Plan distribution - Overpayment

    By Lori Friedman, February 11, 2005
    • 5 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • February 12, 2005

29. RMDs

    By Felicia, February 7, 2005
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • February 11, 2005

30. Recovery of basis

    By Bird, January 28, 2005
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • February 10, 2005

31. Excess deferrals from participation in multiple plans

    By Bird, February 8, 2005
    • 13 replies
    • 10.6k views
    • 
    • Bird
    • February 9, 2005

32. Modifications to Substantially Equal Periodic Payments

    By Felicia, February 4, 2005
    • 2 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • February 6, 2005

33. Hardship Withdrawal-reinstatement of deferral 6 mths later

    By Guest Julie Woulfe, February 4, 2005
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • February 5, 2005

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

    By Everett Moreland, February 4, 2005
    • 1 reply
    • 1.6k views
    • 
    • Kirk Maldonado
    • February 4, 2005

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

    By mal, February 4, 2005
    • 2 replies
    • 1.7k views
    • 
    • mal
    • February 4, 2005

36. amending automatic rollover threshold to $1,000

    By Guest tas, February 3, 2005
    • 4 replies
    • 1.5k views
    • 
    • E as in ERISA
    • February 3, 2005

37. IRA Depositories

    By Guest FLUMMOXED, February 2, 2005
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • February 3, 2005

38. 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

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

    By mbozek, February 1, 2005
    • 2 replies
    • 2.6k views
    • 
    • mbozek
    • February 1, 2005

40. involuntary consent to distribution

    By Guest pjalazo, January 31, 2005
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • January 31, 2005

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

    By Dave Baker, August 1, 2000
    • 1 reply
    • 2k views
    • 
    • FundeK
    • January 31, 2005

42. PS58 and MRD's

    By TBob, January 27, 2005
    • 2 replies
    • 1.9k views
    • 
    • TBob
    • January 28, 2005

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

    By legort69, January 26, 2005
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • January 26, 2005

44. Installment Payments- ERD and Withholding

    By card, April 22, 2004
    • 1 reply
    • 2.1k views
    • 
    • FundeK
    • January 26, 2005

45. Revised 1099-R codes for corrective distributions

    By Guest Jane Freeman, December 6, 2004
    • 3 replies
    • 2.7k views
    • 
    • Beemer
    • January 25, 2005

46. 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
    • 3k views
    • 
    • E as in ERISA
    • January 25, 2005

47. Distribution Code - Death payout that was donated?

    By Guest h_nowicki, January 25, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 25, 2005

48. 1099R with no Social Security number

    By Guest Judy S, January 18, 2005
    • 5 replies
    • 3.9k views
    • 
    • Guest
    • January 20, 2005

49. 401k loans and bankruptcy

    By legort69, January 18, 2005
    • 4 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • January 19, 2005

50. Distribution code for loan default

    By Bird, January 13, 2005
    • 3 replies
    • 3.3k views
    • 
    • Bird
    • January 19, 2005