Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Waiver of Annuity Required?

   By RPP2001, October 13, 2010
   • 1 reply
   • 1.2k views
   • 
   • My 2 cents
   • October 14, 2010

2. hardship - unpaid tuition

   By WCC, December 15, 2017
   • 4 replies
   • 1.2k views
   • 
   • EHE
   • December 18, 2017

3. Do Employer Contribution Accounts have to be separate?

   By Guest sarasf, September 7, 2002
   • 1 reply
   • 1.2k views
   • 
   • david rigby
   • September 7, 2002

4. Missed Loan Payments

   By Dazednconfused, November 3, 2010
   • 2 replies
   • 1.2k views
   • 
   • BG5150
   • November 4, 2010

5. Max Loan Limit

   By Guest Celtics, August 15, 2013
   • 6 replies
   • 1.2k views
   • 
   • Guest
   • August 15, 2013

6. withholding disaster

   By K2retire, January 23, 2014
   • 3 replies
   • 1.2k views
   • 
   • K2retire
   • February 12, 2014

7. 2022 RMD Waiver?

   By R.J. Gage, June 16, 2022
   • 6 replies
   • 1.2k views
   • 
   • Lou S.
   • June 22, 2022

8. involuntary consent to distribution

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

9. Plan Loan Question

   By Guest meeh3704, June 18, 2008
   • 1 reply
   • 1.2k views
   • 
   • JanetM
   • June 19, 2008

10. "Sham" Transfer When Not Eligible for a Distribution

    By EPCRSGuru, December 18, 2015
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • December 23, 2015

11. Optional Form of Benefit Eliminated

    By Dougsbpc, December 15, 2003
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • December 15, 2003

12. Legal Address for 30% withholding

    By rcline46, September 10, 2004
    • 2 replies
    • 1.2k views
    • 
    • rcline46
    • September 10, 2004

13. RMD for Multiple Beneficiaries

    By Dougsbpc, November 24, 2007
    • 0 replies
    • 1.2k views
    • 
    • Dougsbpc
    • November 24, 2007

14. Force out Payments

    By 52626, January 14, 2015
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • January 15, 2015

15. Missing Participants?

    By Guest Chris May, January 9, 2003
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • January 9, 2003

16. RMD to a lost participant

    By Earl, September 19, 2014
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • September 22, 2014

17. Automatic Rollovers

    By Guest kmvr, December 12, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 12, 2005

18. late 1099-R

    By Guest m.n.ouellette, March 13, 2003
    • 1 reply
    • 1.2k views
    • 
    • maverick
    • March 13, 2003

19. Audits of deceased participants

    By Guest who me?, June 3, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 3, 2005

20. 87 year old participant estranged from wife for 25 years

    By Lori H, July 14, 2011
    • 4 replies
    • 1.2k views
    • 
    • Appleby
    • July 16, 2011

21. minimum distributions

    By Guest Peter Langdon, December 13, 2002
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 16, 2002

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

    By Bird, March 10, 2005
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • March 16, 2005

23. 2005 money returned - employee not eligible yet

    By Guest akv, November 21, 2006
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • December 1, 2006

24. MRD from ESOP/PS Plan hybrid

    By Guest Jose Rosario, November 12, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 12, 2003

25. RMD in year of distribution from PS plan

    By dmb, June 16, 2005
    • 4 replies
    • 1.2k views
    • 
    • jevd
    • June 16, 2005

26. 5 years, even amortization

    By J Simmons, October 19, 2010
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • October 20, 2010

27. Hardship Withdrawals

    By Nassau, February 23, 2011
    • 2 replies
    • 1.2k views
    • 
    • Nassau
    • February 23, 2011

28. Separation of service?

    By Guest yvonne001, November 1, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 1, 2005

29. IRS regs for Hardship

    By Guest yvonne001, December 28, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 28, 2007

30. Another COVID Loan question

    By bzorc, September 29, 2020
    • 6 replies
    • 1.2k views
    • 
    • Luke Bailey
    • September 30, 2020

31. Katrina

    By Felicia, October 3, 2005
    • 0 replies
    • 1.2k views
    • 
    • Felicia
    • October 3, 2005

32. Participant Deceased, No Beneficiary or Estate - now what?

    By John A, December 19, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • December 20, 2002

33. QDRO

    By Guest lskin, June 19, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 19, 2006

34. Changing Distribution Elections Post-Commencement

    By Guest cac1134, September 10, 2007
    • 3 replies
    • 1.2k views
    • 
    • jpod
    • September 10, 2007

35. 1099r - roth conversion

    By Beemer, January 13, 2014   

    • 1099r roth
    • 3 replies
    • 1.2k views
    • 
    • Beemer
    • January 13, 2014

36. Are we REQUIRED to use IRIS system for 1099-R filing for clients?

    By AllThingsForGood, December 5, 2024
    • 5 replies
    • 1.2k views
    • 
    • AllThingsForGood
    • December 9, 2024

37. Plan loan request - participant lay off

    By pmacduff, December 20, 2024
    • 7 replies
    • 1.2k views
    • 
    • QDROphile
    • December 26, 2024

38. Spousal ability to roll to IRA after deceased participant's required b

    By Guest lclark, June 22, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 22, 2000

39. Min Distrib and Former Key

    By Earl, April 1, 2005
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • April 5, 2005

40. QDRO amount exceeds the account balance

    By AJC, December 19, 2024
    • 10 replies
    • 1.2k views
    • 
    • Peter Gulia
    • December 20, 2024

41. Tangible Assets

    By Guest m.n.ouellette, April 29, 2008
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • April 29, 2008

42. Outstanding loans/Death Distributions

    By Guest Cookiemonster, August 12, 2003
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 12, 2003

43. Lump Sum Federal Withholding

    By Guest mikeak, November 11, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 11, 2003

44. spousal consent needed for hardship?

    By Santo Gold, June 12, 2006
    • 1 reply
    • 1.2k views
    • 
    • Santo Gold
    • June 12, 2006

45. Calculating an RMD with an annuity and subsequent accruals

    By Guest cpp, December 9, 2003
    • 1 reply
    • 1.2k views
    • 
    • pmacduff
    • December 10, 2003

46. 1099-R excess contribution

    By pmacduff, November 19, 2009
    • 0 replies
    • 1.2k views
    • 
    • pmacduff
    • November 19, 2009

47. RMD required?

    By Sully, September 14, 2007
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 14, 2007

48. Loan Default

    By Guest johnberube, April 9, 2009
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • April 9, 2009

49. Rollover to IRA fbo Trust

    By luissaha, August 3, 2016
    • 3 replies
    • 1.2k views
    • 
    • JJRetirement
    • August 4, 2016

50. Is educational Info distributed to employees regarding plan features b

    By Guest kpmoon, January 13, 2000
    • 1 reply
    • 1.2k views
    • 
    • Ervin Barham
    • January 14, 2000