Distributions and Loans, Other than QDROs

4,204 topics in this forum

1. 1099R with no Social Security number

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

2. 401k loans and bankruptcy

   By legort69, January 18, 2005
   • 4 replies
   • 2.3k views
   • 
   • Kirk Maldonado
   • January 19, 2005

3. Distribution code for loan default

   By Bird, January 13, 2005
   • 3 replies
   • 3.4k views
   • 
   • Bird
   • January 19, 2005

4. Disobedient Party and Rule 70

   By Guest dbvail, January 10, 2005
   • 15 replies
   • 3.4k views
   • 
   • mbozek
   • January 14, 2005

5. Divorce revokes beneficiary designation - in which states?

   By Appleby, December 28, 2004
   • 17 replies
   • 9.7k views
   • 
   • Guest
   • January 14, 2005

6. Re-deposit of funds from a hardship distribution

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

7. Question RMD after date of death

   By MarZDoates, January 13, 2005
   • 1 reply
   • 1.4k views
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   • Belgarath
   • January 13, 2005

8. Maximum Loan Amount

   By jane123, January 13, 2005
   • 3 replies
   • 1.6k views
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   • jane123
   • January 13, 2005

9. Maximum Distribution Time Frame?

   By Guest FalynnDFW, January 12, 2005
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • January 12, 2005

10. 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
    • 3.1k views
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    • GBurns
    • January 12, 2005

11. 1099R for post tax deferral distribution

    By Guest vtuhan, January 11, 2005
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • January 11, 2005

12. Age 59 1/2 and monthly payments

    By Guest Nineteen, January 7, 2005
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • January 7, 2005

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

    By legort69, January 5, 2005
    • 2 replies
    • 5.9k views
    • 
    • FundeK
    • January 5, 2005

14. When does the RMD have to begin?

    By FundeK, December 8, 2004
    • 14 replies
    • 4.3k views
    • 
    • Blinky the 3-eyed Fish
    • January 4, 2005

15. early withdrawal of 401k to buy house

    By Guest denny7, December 21, 2004
    • 4 replies
    • 10.1k views
    • 
    • Mary Kay Foss
    • January 3, 2005

16. 10 year averaging question....

    By Guest mab, January 3, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 3, 2005

17. IRS Notice 2005-5 on automatic rollovers

    By Everett Moreland, December 28, 2004
    • 7 replies
    • 3.5k views
    • 
    • Belgarath
    • December 31, 2004

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

    By Leopurrd, December 29, 2004
    • 2 replies
    • 2.6k views
    • 
    • Leopurrd
    • December 30, 2004

19. Repayment of Cash Out Distributions - EE restore?

    By legort69, December 22, 2004
    • 19 replies
    • 3.6k views
    • 
    • Guest
    • December 29, 2004

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

    By Appleby, December 29, 2004
    • 2 replies
    • 1.8k views
    • 
    • Belgarath
    • December 29, 2004

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

    By FundeK, December 1, 2004
    • 4 replies
    • 10.8k views
    • 
    • Appleby
    • December 29, 2004

22. 1099-R Distribution Code in Box 7

    By Guest mrnardoz, December 16, 2004
    • 5 replies
    • 4.7k views
    • 
    • Appleby
    • December 23, 2004

23. "Retired" for determining RMD beginning date

    By Guest beppie_stark, December 22, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 22, 2004

24. Vendors for accepting mandatory rollover amounts

    By Belgarath, November 26, 2004
    • 2 replies
    • 1.6k views
    • 
    • Demosthenes
    • December 22, 2004

25. Amended 1099R - zero dollars

    By Guest lindamichals, December 21, 2004
    • 1 reply
    • 1.8k views
    • 
    • WDIK
    • December 21, 2004

26. What are stirpes?

    By Santo Gold, December 8, 2004
    • 14 replies
    • 4.4k views
    • 
    • Guest
    • December 21, 2004

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

    By TPAVP, December 21, 2004
    • 6 replies
    • 2.4k views
    • 
    • mbozek
    • December 21, 2004

28. Loan for just one quater-is this OK

    By jane123, December 20, 2004
    • 2 replies
    • 1.5k views
    • 
    • RCK
    • December 21, 2004

29. 1099-R coding clarification

    By Guest dyoder, December 21, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 21, 2004

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

    By Guest LMalone, July 14, 2000
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • December 20, 2004

31. 70.5 Distributions required for Surviving Spouse?

    By Dennis Povloski, December 17, 2004
    • 3 replies
    • 1.8k views
    • 
    • Dennis Povloski
    • December 20, 2004

32. trust as beneficiary/death of participant before RBD

    By k man, December 14, 2004
    • 4 replies
    • 2.1k views
    • 
    • Mary Kay Foss
    • December 19, 2004

33. Hardship w/drawl question

    By Guest DeePA, November 4, 2004
    • 9 replies
    • 3.2k views
    • 
    • AmyR
    • December 17, 2004

34. Rollovers of 'mandatory distributions'

    By Tom Poje, December 17, 2004
    • 4 replies
    • 1.6k views
    • 
    • Belgarath
    • December 17, 2004

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

    By Guest Carol the Writer, November 30, 2004
    • 3 replies
    • 3.2k views
    • 
    • SoCalActuary
    • December 17, 2004

36. Distribution timing - withdrawal date or check date?

    By Guest Emiman, December 16, 2004
    • 10 replies
    • 3.8k views
    • 
    • SoCalActuary
    • December 17, 2004

37. Controlled Group - Transfer Loan from Plan A to Plan B to follow employee from Company A to Company B

    By SRM, December 16, 2004
    • 0 replies
    • 1.4k views
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    • SRM
    • December 16, 2004

38. Are MRD elections still necessary

    By Guest crosseyedtester, December 9, 2004
    • 2 replies
    • 1.3k views
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    • Belgarath
    • December 16, 2004

39. Deceased Key employee whose non-spousal beneficiary is a participant in the plan

    By Dan, December 14, 2004
    • 1 reply
    • 1.5k views
    • 
    • Ron Snyder
    • December 14, 2004

40. ERISA, STATUTE OF LIMITATIONS

    By Guest ericdavis009, December 13, 2004
    • 5 replies
    • 2k views
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    • GBurns
    • December 13, 2004

41. Death Distribution to non-spouse beneficiary

    By Guest curmudgeon, December 3, 2004
    • 4 replies
    • 1.8k views
    • 
    • rlb64
    • December 13, 2004

42. In-Service Distributions and Top Heavy Testing

    By Guest LHart, December 10, 2004
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • December 10, 2004

43. Distribution to Beneficiary of Non-Spouse Beneficiary

    By Guest wayneiser, November 10, 2004
    • 3 replies
    • 1.4k views
    • 
    • jevd
    • December 8, 2004

44. Mandatory rollovers under 2550.404a-2

    By Belgarath, December 7, 2004
    • 5 replies
    • 2k views
    • 
    • mbozek
    • December 8, 2004

45. Distribution from IRA as a result of a divorce

    By Guest pete30075, December 3, 2004
    • 5 replies
    • 2.4k views
    • 
    • mbozek
    • December 6, 2004

46. Historical Applicable Federal Rates

    By Guest TheBadger, December 5, 2004
    • 2 replies
    • 2.2k views
    • 
    • GBurns
    • December 5, 2004

47. Modifying Loan Policy

    By Randy Watson, November 16, 2004
    • 3 replies
    • 1.8k views
    • 
    • QDROphile
    • December 1, 2004

48. RMDs not taken due to family attribution error

    By Guest ChopperPilot, December 1, 2004
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • December 1, 2004

49. Distribution -- Installment Payments

    By Archimage, November 29, 2004
    • 5 replies
    • 1.9k views
    • 
    • FundeK
    • December 1, 2004

50. State withholding on minimum distributions

    By Guest terric, November 30, 2004
    • 3 replies
    • 1.7k views
    • 
    • Bird
    • November 30, 2004