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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,188 topics in this forum

  1. IRS Notice 2005-5 on automatic rollovers

    By Everett Moreland,
    • 7 replies
    • 3k views

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

    By Leopurrd,
    • 2 replies
    • 2.5k views

  3. Repayment of Cash Out Distributions - EE restore?

    By legort69,
    • 19 replies
    • 2.9k views
    • Guest
    • Guest

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

    By Appleby,
    • 2 replies
    • 1.6k views

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

    By FundeK,
    • 4 replies
    • 10.3k views

  6. 1099-R Distribution Code in Box 7

    By Guest mrnardoz,
    • 5 replies
    • 4.3k views

  7. "Retired" for determining RMD beginning date

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

  8. Vendors for accepting mandatory rollover amounts

    By Belgarath,
    • 2 replies
    • 1.5k views

  9. Amended 1099R - zero dollars

    By Guest lindamichals,
    • 1 reply
    • 1.6k views

  10. What are stirpes?

    By Santo Gold,
    • 14 replies
    • 3.8k views
    • Guest
    • Guest

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

    By TPAVP,
    • 6 replies
    • 2.1k views

  12. Loan for just one quater-is this OK

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

  13. 1099-R coding clarification

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

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

    By Guest LMalone,
    • 3 replies
    • 2.7k views
    • Guest
    • Guest

  15. 70.5 Distributions required for Surviving Spouse?

    By Dennis Povloski,
    • 3 replies
    • 1.4k views

  16. trust as beneficiary/death of participant before RBD

    By k man,
    • 4 replies
    • 1.7k views

  17. Hardship w/drawl question

    By Guest DeePA,
    • 9 replies
    • 2.8k views

  18. Rollovers of 'mandatory distributions'

    By Tom Poje,
    • 4 replies
    • 1.2k views

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

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

  20. Distribution timing - withdrawal date or check date?

    By Guest Emiman,
    • 10 replies
    • 3.1k views

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

    By SRM,
    • 0 replies
    • 1.3k views
    • SRM
    • SRM

  22. Are MRD elections still necessary

    By Guest crosseyedtester,
    • 2 replies
    • 1.2k views

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

    By Dan,
    • 1 reply
    • 1.2k views

  24. ERISA, STATUTE OF LIMITATIONS

    By Guest ericdavis009,
    • 5 replies
    • 1.9k views

  25. Death Distribution to non-spouse beneficiary

    By Guest curmudgeon,
    • 4 replies
    • 1.5k views

  26. In-Service Distributions and Top Heavy Testing

    By Guest LHart,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  27. Distribution to Beneficiary of Non-Spouse Beneficiary

    By Guest wayneiser,
    • 3 replies
    • 1.2k views

  28. Mandatory rollovers under 2550.404a-2

    By Belgarath,
    • 5 replies
    • 1.7k views

  29. Distribution from IRA as a result of a divorce

    By Guest pete30075,
    • 5 replies
    • 2k views

  30. Historical Applicable Federal Rates

    By Guest TheBadger,
    • 2 replies
    • 2.1k views

  31. Modifying Loan Policy

    By Randy Watson,
    • 3 replies
    • 1.6k views

  32. RMDs not taken due to family attribution error

    By Guest ChopperPilot,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  33. Distribution -- Installment Payments

    By Archimage,
    • 5 replies
    • 1.5k views

  34. State withholding on minimum distributions

    By Guest terric,
    • 3 replies
    • 1.4k views

  35. Distribution of a Deemed distribution

    By Guest chris4013,
    • 1 reply
    • 1.4k views

  36. In service withdrawal for 72 year old?

    By Guest mpark,
    • 3 replies
    • 1.5k views

  37. Can Terminated Participant Change Mind about Deferring Money Purchase Benefit

    By Guest 2stressed,
    • 1 reply
    • 1.1k views

  38. Interpretation of bene des

    By Bird,
    • 1 reply
    • 1.5k views

  39. 1099-R coding for death distributions

    By FundeK,
    • 5 replies
    • 2.4k views

  40. Timing of RBD due by 4/1/05

    By Guest mpark,
    • 2 replies
    • 1.2k views

  41. RMD, Plan Termination, Successor Employer

    By buckaroo,
    • 1 reply
    • 1.7k views

  42. Automatic Rollover - Amounts under $1,000?

    By Guest ircreader,
    • 3 replies
    • 1.8k views
    • Guest
    • Guest

  43. life expectancy option irrevocable or changeable

    By jane123,
    • 8 replies
    • 1.6k views

  44. TEFRA 242(b) election

    By FundeK,
    • 1 reply
    • 1.3k views

  45. Annuity purchase to pay non spousal beneficiaries

    By Dan,
    • 1 reply
    • 1.2k views

  46. Terminate today, get my money, and hire me back tomorrow……

    By Guest Guest99,
    • 12 replies
    • 4.3k views

  47. In-service withdrawal of employer contributions on account of hardship

    By SMB,
    • 1 reply
    • 1.3k views

  48. Installments payments via in-service for an active participant?

    By FundeK,
    • 2 replies
    • 1.1k views

  49. Hardship w/d for medical expense

    By chris,
    • 1 reply
    • 2.8k views

  50. Distribution from a DB following attainment of NRA (as defined in the Plan) but while still employed

    By smm,
    • 1 reply
    • 1.2k views
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