Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Return of loan payments made in error

   By Guest sacobb, January 8, 2001
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • January 12, 2001

2. Return of over-distribution

   By Guest Bill, July 22, 1999
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • July 26, 1999

3. Return of withholding

   By Guest Whatup, August 6, 2010
   • 0 replies
   • 884 views
   • 
   • Guest
   • August 6, 2010

4. Returned 1099-R's

   By Guest bmurphy, February 20, 2002
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • February 21, 2002

5. Returned distribution checks

   By JKW, February 11, 2016
   • 4 replies
   • 883 views
   • 
   • GMK
   • February 22, 2016

6. Rev. Rul. 2000-36 - Direct Rollover to IRA as Default Distribution

   By Guest EMC, July 19, 2000
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • July 19, 2000

7. Rev. Rul. 2000-36: Plan may provide for direct rollover as the default

   By Dave Baker, July 20, 2000
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • July 20, 2000

8. Reverse a hardship

   By Bird, December 16, 2009
   • 2 replies
   • 1.5k views
   • 
   • Bird
   • December 16, 2009

9. Revised 1099-R codes for corrective distributions

   By Guest Jane Freeman, December 6, 2004
   • 3 replies
   • 2.4k views
   • 
   • Beemer
   • January 25, 2005

10. Revised 1099-R?

    By Guest CJErisa, March 16, 2012
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 19, 2012

11. Revised 401(a)(9) Model Amendment for Defined Benefit Plans

    By smm, August 23, 2004
    • 0 replies
    • 1.7k views
    • 
    • smm
    • August 23, 2004

12. revocation of 70 1/2 election

    By k man, June 8, 2000
    • 2 replies
    • 1.3k views
    • 
    • k man
    • June 8, 2000

13. Revocation of Prior J&S Waiver`

    By PJ2009, August 24, 2009
    • 1 reply
    • 1k views
    • 
    • david rigby
    • August 24, 2009

14. Revoking a TEFRA 242(b) election

    By TPATC, May 30, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • May 31, 2012

15. Revoking installment election allowed?

    By Guest DeePA, June 24, 2004
    • 5 replies
    • 1.5k views
    • 
    • RTK
    • June 24, 2004

16. Revolving Line of Loan Cure Periods

    By Guest lwallace, September 11, 2009
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • September 14, 2009

17. Risky Distribution w/o Annuity Waiver/Spousal Consent?

    By lkpittman, June 13, 2002
    • 14 replies
    • 2.8k views
    • 
    • lkpittman
    • June 13, 2002

18. RMD

    By Egold, February 9, 2022
    • 3 replies
    • 551 views
    • 
    • Bri
    • February 9, 2022

19. RMD

    By Guest forum4, December 20, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 20, 2005

20. RMD

    By Nassau, September 12, 2011
    • 0 replies
    • 1k views
    • 
    • Nassau
    • September 12, 2011

21. RMD

    By Nassau, September 12, 2011
    • 1 reply
    • 1.2k views
    • 
    • ESOP Guy
    • September 12, 2011

22. RMD

    By joel, August 7, 2013
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • August 7, 2013

23. RMd

    By Guest Susan M., June 1, 2011
    • 4 replies
    • 1.1k views
    • 
    • Monica Barnard
    • July 12, 2011

24. RMD

    By Guest Mike Schwing, November 14, 2007
    • 1 reply
    • 1k views
    • 
    • PLAN MAN
    • November 14, 2007

25. RMD

    By CJS07, December 6, 2011
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • December 6, 2011

26. RMD

    By mehmgo, January 27, 2020
    • 4 replies
    • 636 views
    • 
    • CuseFan
    • January 29, 2020

27. RMD

    By CJS07, November 15, 2016   

    • Must RMD be continued?
    • 8 replies
    • 1.4k views
    • 
    • CJS07
    • November 16, 2016

28. RMD

    By Guest jama, December 16, 2009
    • 3 replies
    • 2.1k views
    • 
    • BG5150
    • December 17, 2009

29. RMD

    By Lori H, October 31, 2007
    • 1 reply
    • 978 views
    • 
    • masteff
    • October 31, 2007

30. RMD

    By SMB, March 23, 2010
    • 3 replies
    • 1.1k views
    • 
    • SMB
    • March 23, 2010

31. RMD

    By Guest jetfaninmn, October 31, 2006
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • November 1, 2006

32. RMD - 2 Questions

    By RestAssured, April 18, 2019
    • 13 replies
    • 1.8k views
    • 
    • chc93
    • April 25, 2019

33. RMD - 402f notice not needed?

    By AlbanyConsultant, May 31, 2021
    • 11 replies
    • 1.8k views
    • 
    • Peter Gulia
    • June 2, 2021

34. RMD - attribution related

    By Jakyasar, December 2, 2019
    • 6 replies
    • 965 views
    • 
    • Jakyasar
    • December 4, 2019

35. RMD - can you 'choose' non-QJ&S source?

    By AlbanyConsultant, April 25, 2018
    • 4 replies
    • 864 views
    • 
    • AlbanyConsultant
    • May 17, 2018

36. RMD - Cash Balance Plan

    By Lou S., November 10, 2010
    • 0 replies
    • 2.1k views
    • 
    • Lou S.
    • November 10, 2010

37. RMD - DB to DC and Off Calendar

    By Guest Twinky, October 11, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 11, 2007

38. RMD - Definition of "Retirement" (Lawyer Changes Firms due to Mandatory "Retirement" Policy)

    By Yesrod5, December 28, 2013
    • 11 replies
    • 4.5k views
    • 
    • Yesrod5
    • December 30, 2013

39. RMD - father of owner

    By doombuggy, October 27, 2014   

    • attribution rules
    • RMD
    • 2 replies
    • 1.5k views
    • 
    • doombuggy
    • October 27, 2014

40. RMD - For Beneficiary

    By Basically, July 19, 2024
    • 1 reply
    • 679 views
    • 
    • Madison71
    • July 26, 2024

41. RMD - Lost 242b notice?

    By jmartin, November 9, 2011
    • 2 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • November 9, 2011

42. RMD - New "Rules"

    By CJS07, November 4, 2009
    • 0 replies
    • 1k views
    • 
    • CJS07
    • November 4, 2009

43. RMD - Partial Distribution?

    By emmetttrudy, November 20, 2013
    • 7 replies
    • 2.2k views
    • 
    • GMK
    • November 21, 2013

44. RMD - Participant died in 2023, Which table to use for beneficiary RMD?

    By Basically, October 25, 2024
    • 1 reply
    • 538 views
    • 
    • Gina Alsdorf
    • November 8, 2024

45. RMD - Partnership of Professional Corporations

    By JJRetirement, April 6, 2015   

    • Affiliated Service Group
    • required minimum distribution
    • (and 3 more)

      Tagged with:

      • Affiliated Service Group
      • required minimum distribution
      • partnership
      • professional corporation
      • 5% owner
    • 5 replies
    • 2.7k views
    • 
    • JJRetirement
    • April 7, 2015

46. RMD - plan year change

    By Jakyasar, November 19, 2019
    • 1 reply
    • 668 views
    • 
    • Bird
    • November 19, 2019

47. RMD - Required or not?

    By emmetttrudy, May 3, 2010
    • 1 reply
    • 1.5k views
    • 
    • PensionPro
    • May 3, 2010

48. RMD - Single member plan w/wife

    By Basically, January 20, 2022
    • 4 replies
    • 500 views
    • 
    • John Feldt ERPA CPC QPA
    • January 22, 2022

49. RMD - spouse of 5% owner

    By SMB, August 3, 2011
    • 1 reply
    • 1.5k views
    • 
    • BG5150
    • August 3, 2011

50. RMD - stock sold, but is spouse still a "5% owner"?

    By AlbanyConsultant, August 9, 2018
    • 3 replies
    • 850 views
    • 
    • AlbanyConsultant
    • August 13, 2018