Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Forced Distributions for DC Account balances between $200-$5000 and Participant Consent

   By Guest MSP, January 28, 2004
   • 2 replies
   • 1.3k views
   • 
   • ERISAatty
   • February 4, 2004

2. Minimum distributions from inherited funds

   By Guest Ed Walker, January 28, 2004
   • 2 replies
   • 994 views
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   • Appleby
   • January 29, 2004

3. Is there a penalty for not complying with the mandatory state withholding in North Carolina for an out of state company?

   By stephen, January 27, 2004
   • 4 replies
   • 2.3k views
   • 
   • Guest
   • February 11, 2004

4. Amend for Retroactive Cashout Provision?

   By ERISAatty, January 26, 2004
   • 1 reply
   • 1.4k views
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   • mbozek
   • January 27, 2004

5. Distribution fees paid by participants

   By ljr, January 23, 2004
   • 0 replies
   • 1.1k views
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   • ljr
   • January 23, 2004

6. Distribution Timing

   By Guest padmin, January 23, 2004
   • 2 replies
   • 1.8k views
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   • david rigby
   • January 23, 2004

7. Recommended Software for 1099s, Form 945?

   By Guest jmarini, January 23, 2004
   • 2 replies
   • 1.3k views
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   • Guest
   • February 5, 2004

8. reporting withholding on 2003 1099-R and 945 if client "forgot" to deposit until 2004

   By maverick, January 22, 2004
   • 4 replies
   • 1.1k views
   • 
   • maverick
   • January 23, 2004

9. Loan to 10% Partner Still a PT?

   By Christine Roberts, January 20, 2004
   • 2 replies
   • 1.3k views
   • 
   • Christine Roberts
   • January 20, 2004

10. Pre-1987 403(b) Balance

    By Guest DLearning, January 16, 2004
    • 3 replies
    • 2.4k views
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    • Michael Devault
    • January 19, 2004

11. Payments Owed by DB Plan to Deceased Participant

    By Guest lvegas, January 15, 2004
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • January 20, 2004

12. Cashout Limits Applied to Alternate Payee?

    By WDIK, January 15, 2004
    • 3 replies
    • 1.9k views
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    • J2D2
    • January 16, 2004

13. Form 1099-R Reporting

    By Guest Donna Neuhauser, January 14, 2004
    • 3 replies
    • 2.2k views
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    • Harwood
    • January 14, 2004

14. Too much taken as 70 1/2 minimum distribution in DB plan where participant is not yet at retirement age.

    By Guest picwrc, January 14, 2004
    • 0 replies
    • 956 views
    • 
    • Guest
    • January 14, 2004

15. Non-Spousal beneficiaries ability to transfer account balance to another qualified plan.

    By FundeK, January 13, 2004
    • 10 replies
    • 2.1k views
    • 
    • Belgarath
    • April 30, 2004

16. what year to report dist on 1099?

    By Guest greggi39, January 13, 2004
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • January 14, 2004

17. How to Calculate Accrued Interest on Deemed Distribution for 1099-R

    By Guest dyoder, January 12, 2004
    • 1 reply
    • 3.9k views
    • 
    • ccassetty
    • January 12, 2004

18. Hardship for Tuition.

    By FundeK, January 5, 2004
    • 1 reply
    • 1.6k views
    • 
    • chris
    • January 5, 2004

19. Survivor Benefits Claimed by Two Wives

    By Guest jac, December 31, 2003
    • 10 replies
    • 1.8k views
    • 
    • mal
    • January 3, 2004

20. Deemed Distribution to Participant who has filed under Chapter 13

    By Guest Suanne, December 29, 2003
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • December 29, 2003

21. Distribution reported incorrectly to client

    By doombuggy, December 26, 2003
    • 2 replies
    • 1.3k views
    • 
    • doombuggy
    • January 5, 2004

22. 1099R forms not filed

    By Guest nlmc18, December 26, 2003
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • December 31, 2003

23. State Tax withholding ?

    By Guest sjpilger, December 23, 2003
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • December 23, 2003

24. Repetitive Payments and After Tax contributions

    By Guest JEP, December 23, 2003
    • 1 reply
    • 973 views
    • 
    • FundeK
    • December 23, 2003

25. Minimum Distributions from 403(b)

    By Guest DLearning, December 22, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 30, 2003

26. Participant dies before RBD with daughter as sole beneficiary

    By dmb, December 22, 2003
    • 3 replies
    • 1.3k views
    • 
    • FundeK
    • December 23, 2003

27. Maximum Loan Calculation

    By Guest KMP, December 22, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 22, 2003

28. Can you stop Required Minimum payments?

    By FundeK, December 22, 2003
    • 2 replies
    • 1.8k views
    • 
    • FundeK
    • December 22, 2003

29. Death Distribution w/ No Beneficiary, No Spouse, No Estate?

    By Guest Dan Gomez, December 19, 2003
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • December 19, 2003

30. Failure to make loan repayments

    By J. Bringhurst, December 19, 2003
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • December 19, 2003

31. Money Purchase Plan - no last day provision - can you fund MPPP contribution if participants terms during PY?

    By Guest goaliemom, December 18, 2003
    • 1 reply
    • 1.1k views
    • 
    • ccassetty
    • December 19, 2003

32. RMD from DC Plans and IRA's

    By Guest lindamichals, December 18, 2003
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • December 18, 2003

33. Participant is terminated, taking a lump sum distribution and is on disability....do they get special treatment on the tax withholding...he is age 57?

    By Jilliandiz, December 18, 2003
    • 2 replies
    • 1.3k views
    • 
    • Harwood
    • December 18, 2003

34. Should Reg Z loan disclosure include MF redemption fees?

    By Guest halka, December 18, 2003
    • 1 reply
    • 969 views
    • 
    • E as in ERISA
    • December 19, 2003

35. Federal Withholding from Qualified Plan

    By Guest THess, December 17, 2003
    • 8 replies
    • 1.8k views
    • 
    • Mary Kay Foss
    • December 22, 2003

36. RMD in year of death

    By Guest RAA, December 16, 2003
    • 2 replies
    • 1k views
    • 
    • Guest
    • December 16, 2003

37. RMD--multiple beneficiaries

    By Felicia, December 16, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mary Kay Foss
    • December 22, 2003

38. RMDs--after tax monies

    By Felicia, December 15, 2003
    • 4 replies
    • 1.4k views
    • 
    • Felicia
    • December 16, 2003

39. new rules for 2004?

    By Guest lindamichals, December 15, 2003
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • December 15, 2003

40. Optional Form of Benefit Eliminated

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

41. Loans in Balance Forward Plans

    By Archimage, December 11, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • December 11, 2003

42. 2004 W4-P

    By Guest ArrowMatt, December 11, 2003
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • December 11, 2003

43. Rollover of PS-58 costs

    By Guest Judy S, December 11, 2003
    • 2 replies
    • 1.8k views
    • 
    • R. Butler
    • December 11, 2003

44. Calculating an RMD with an annuity and subsequent accruals

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

45. Segregating a Terminated Participant's vested benefit

    By Guest PMiller, December 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • chris
    • December 9, 2003

46. Rehire by the same company after pension distribution

    By Guest pleasehelpme, December 7, 2003
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • December 8, 2003

47. Taxability of life insurance held as an asset in PSP

    By billfgrady, December 6, 2003
    • 1 reply
    • 2.2k views
    • 
    • ccassetty
    • December 8, 2003

48. Required Minimum Distributions for rehired employees

    By Guest jdw, December 5, 2003
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 5, 2003

49. Single participant in a plan subject to QJSA requirements.

    By FundeK, December 5, 2003
    • 8 replies
    • 2.5k views
    • 
    • Mike Preston
    • December 8, 2003

50. Withholding procedures for non resident vs. resident aliens?

    By Guest amfam2, December 5, 2003
    • 3 replies
    • 2k views
    • 
    • Guest
    • December 8, 2003