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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,180 topics in this forum

  1. Payments Owed by DB Plan to Deceased Participant

    By Guest lvegas,
    • 7 replies
    • 1.7k views
    • Guest
    • Guest

  2. Pre-1987 403(b) Balance

    By Guest DLearning,
    • 3 replies
    • 2.5k views

  3. Cashout Limits Applied to Alternate Payee?

    By WDIK,
    • 3 replies
    • 2k views

  4. Form 1099-R Reporting

    By Guest Donna Neuhauser,
    • 3 replies
    • 2.3k views

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

    By Guest picwrc,
    • 0 replies
    • 971 views
    • Guest
    • Guest

  6. what year to report dist on 1099?

    By Guest greggi39,
    • 6 replies
    • 1.3k views
    • Guest
    • Guest

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

    By Guest dyoder,
    • 1 reply
    • 4k views

  8. Hardship for Tuition.

    By FundeK,
    • 1 reply
    • 1.6k views

  9. Distribution reported incorrectly to client

    By doombuggy,
    • 2 replies
    • 1.3k views

  10. Survivor Benefits Claimed by Two Wives

    By Guest jac,
    • 10 replies
    • 1.9k views
    • mal
    • mal

  11. 1099R forms not filed

    By Guest nlmc18,
    • 5 replies
    • 1.7k views

  12. Minimum Distributions from 403(b)

    By Guest DLearning,
    • 4 replies
    • 1.4k views
    • Guest
    • Guest

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

    By Guest Suanne,
    • 2 replies
    • 1.1k views

  14. State Tax withholding ?

    By Guest sjpilger,
    • 1 reply
    • 1.1k views

  15. Repetitive Payments and After Tax contributions

    By Guest JEP,
    • 1 reply
    • 993 views

  16. Participant dies before RBD with daughter as sole beneficiary

    By dmb,
    • 3 replies
    • 1.4k views

  17. Maximum Loan Calculation

    By Guest KMP,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  18. Can you stop Required Minimum payments?

    By FundeK,
    • 2 replies
    • 1.9k views

  19. Federal Withholding from Qualified Plan

    By Guest THess,
    • 8 replies
    • 1.9k views

  20. RMD--multiple beneficiaries

    By Felicia,
    • 1 reply
    • 1.2k views

  21. Failure to make loan repayments

    By J. Bringhurst,
    • 1 reply
    • 1.3k views

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

    By Guest Dan Gomez,
    • 1 reply
    • 1.4k views

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

    By Guest goaliemom,
    • 1 reply
    • 1.1k views

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

    By Guest halka,
    • 1 reply
    • 995 views

  25. RMD from DC Plans and IRA's

    By Guest lindamichals,
    • 1 reply
    • 1.3k views

  26. 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,
    • 2 replies
    • 1.3k views

  27. RMD in year of death

    By Guest RAA,
    • 2 replies
    • 1k views
    • Guest
    • Guest

  28. Distribution of a deceased participant

    By Guest terric,
    • 5 replies
    • 1.5k views

  29. RMDs--after tax monies

    By Felicia,
    • 4 replies
    • 1.4k views

  30. new rules for 2004?

    By Guest lindamichals,
    • 1 reply
    • 1.3k views

  31. Optional Form of Benefit Eliminated

    By Dougsbpc,
    • 1 reply
    • 1.3k views

  32. Prohibited Transaction--or fixed by EGTRRA

    By Guest CRC02,
    • 4 replies
    • 1.6k views

  33. Loans in Balance Forward Plans

    By Archimage,
    • 1 reply
    • 1.3k views

  34. Rollover of PS-58 costs

    By Guest Judy S,
    • 2 replies
    • 1.9k views

  35. 2004 W4-P

    By Guest ArrowMatt,
    • 2 replies
    • 1.2k views

  36. Calculating an RMD with an annuity and subsequent accruals

    By Guest cpp,
    • 1 reply
    • 1.2k views

  37. Segregating a Terminated Participant's vested benefit

    By Guest PMiller,
    • 1 reply
    • 1.2k views

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

    By FundeK,
    • 8 replies
    • 2.6k views

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

    By billfgrady,
    • 1 reply
    • 2.3k views

  40. Rehire by the same company after pension distribution

    By Guest pleasehelpme,
    • 1 reply
    • 1.9k views

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

    By Guest amfam2,
    • 3 replies
    • 2.3k views
    • Guest
    • Guest

  42. Required Minimum Distributions for rehired employees

    By Guest jdw,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  43. RMD-surviving spouse--rollover to IRA

    By Felicia,
    • 0 replies
    • 1.4k views

  44. is mother of owner entitled to defer 70 1/2 distribution?

    By k man,
    • 9 replies
    • 3.6k views

  45. QJSA waiting period for paperless distributions

    By Guest kfel,
    • 1 reply
    • 4k views

  46. QDRO and Participant Loan

    By Guest Alley,
    • 2 replies
    • 2k views

  47. Maximum loan limitations

    By Guest MarkN,
    • 5 replies
    • 1.5k views

  48. Does loan amount or vested account balance dictate if spousal consent is needed for plan loan?

    By Guest OscarD,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  49. DB minimum distribution for 03

    By Guest Rae,
    • 1 reply
    • 989 views
    • Guest
    • Guest

  50. Change distribution code?

    By Guest mikeak,
    • 0 replies
    • 1k views
    • Guest
    • Guest
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