Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Distribution reported incorrectly to client

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

2. Survivor Benefits Claimed by Two Wives

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

3. 1099R forms not filed

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

4. Minimum Distributions from 403(b)

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

5. 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

6. State Tax withholding ?

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

7. Repetitive Payments and After Tax contributions

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

8. Participant dies before RBD with daughter as sole beneficiary

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

9. Maximum Loan Calculation

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

10. Can you stop Required Minimum payments?

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

11. Federal Withholding from Qualified Plan

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

12. RMD--multiple beneficiaries

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

13. Failure to make loan repayments

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

14. 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

15. 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

16. 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

17. RMD from DC Plans and IRA's

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

18. 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

19. RMD in year of death

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

20. Distribution of a deceased participant

    By Guest terric, December 5, 2003
    • 5 replies
    • 1.5k views
    • 
    • FundeK
    • December 16, 2003

21. RMDs--after tax monies

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

22. new rules for 2004?

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

23. Optional Form of Benefit Eliminated

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

24. Prohibited Transaction--or fixed by EGTRRA

    By Guest CRC02, May 29, 2002
    • 4 replies
    • 1.6k views
    • 
    • imchipbrown
    • December 12, 2003

25. Loans in Balance Forward Plans

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

26. Rollover of PS-58 costs

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

27. 2004 W4-P

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

28. Calculating an RMD with an annuity and subsequent accruals

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

29. Segregating a Terminated Participant's vested benefit

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

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

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

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

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

32. Rehire by the same company after pension distribution

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

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

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

34. Required Minimum Distributions for rehired employees

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

35. RMD-surviving spouse--rollover to IRA

    By Felicia, December 5, 2003
    • 0 replies
    • 1.4k views
    • 
    • Felicia
    • December 5, 2003

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

    By k man, December 3, 2003
    • 9 replies
    • 3.6k views
    • 
    • GBurns
    • December 4, 2003

37. QJSA waiting period for paperless distributions

    By Guest kfel, December 22, 2000
    • 1 reply
    • 4k views
    • 
    • FundeK
    • December 3, 2003

38. QDRO and Participant Loan

    By Guest Alley, November 25, 2003
    • 2 replies
    • 2k views
    • 
    • maverick
    • November 25, 2003

39. Maximum loan limitations

    By Guest MarkN, November 20, 2003
    • 5 replies
    • 1.5k views
    • 
    • WDIK
    • November 25, 2003

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

    By Guest OscarD, November 24, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 24, 2003

41. DB minimum distribution for 03

    By Guest Rae, November 24, 2003
    • 1 reply
    • 951 views
    • 
    • Guest
    • November 24, 2003

42. Change distribution code?

    By Guest mikeak, November 24, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • November 24, 2003

43. RRSP Plans

    By Guest sheilamarie, November 21, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mary Kay Foss
    • November 23, 2003

44. distribution of real estate-keogh plan

    By Guest Sueor, November 19, 2003
    • 5 replies
    • 1.8k views
    • 
    • Mary Kay Foss
    • November 23, 2003

45. RMD Account Balance

    By Guest nlmc18, November 18, 2003
    • 3 replies
    • 2.9k views
    • 
    • Harwood
    • November 21, 2003

46. 401(a)(9) Incorporation by Reference?

    By Guest CRC02, November 20, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 20, 2003

47. Does Model 402(f) Notice Satisfy 3405 Rules if not ERD?

    By Alf, November 20, 2003
    • 0 replies
    • 1.1k views
    • 
    • Alf
    • November 20, 2003

48. State Withholding Taxes on distributions.

    By Guest MEWilson, November 19, 2003
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • November 20, 2003

49. 70 1/2 RMD where bene is non-spouse

    By doombuggy, November 20, 2003
    • 1 reply
    • 1.4k views
    • 
    • FundeK
    • November 20, 2003

50. 1099-R/#945 reporting question

    By pmacduff, November 18, 2003
    • 2 replies
    • 1.9k views
    • 
    • pmacduff
    • November 19, 2003