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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

  1. 2 plans... one an owner.. one an employee

    By K-t-F,
    • 1 reply
    • 1.2k views

  2. Can small loan balances be written off?

    By Guest Steven P.,
    • 1 reply
    • 1k views

  3. 20% withholding requirement

    By Jakyasar,
    • 1 reply
    • 589 views

  4. are hardship distributions protected under 411(d)(6)?

    By KJohnson,
    • 1 reply
    • 2.1k views

  5. on series of substantially equal payments now, wants to change- conseq

    By maverick,
    • 1 reply
    • 1.4k views

  6. 5 percent owner for RMD purposes

    By Guest JBeck,
    • 1 reply
    • 1.1k views

  7. Non profit as named beneficiary

    By Guest D Szuhay,
    • 1 reply
    • 1.3k views

  8. Interpleader

    By DTH,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  9. RMD from SIMPLE

    By ombskid,
    • 1 reply
    • 732 views
    • Guest
    • Guest

  10. CARES loan suspension of less than 1 year?

    By AlbanyConsultant,
    • 1 reply
    • 488 views

  11. RMD for a Roth 401k

    By Santo Gold,
    • 1 reply
    • 784 views

  12. Paying out after-tax monies when taxable vs. non-taxable amounts canno

    By Guest Aaron K.,
    • 1 reply
    • 1.4k views

  13. Failure to issue 1099s

    By Randy Watson,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  14. MRD to Spouse(benef.)

    By David,
    • 1 reply
    • 1.5k views

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

    By Dave Baker,
    • 1 reply
    • 2.3k views
    • Guest
    • Guest

  16. How do you determine stock attribution held by a limited partnership?

    By Guest HelpMeHelpYou,
    • 1 reply
    • 1.4k views

  17. Can a plan administrator require distributions to be made via direct deposit?

    By mdm09,
    • 1 reply
    • 1.1k views

  18. RMD to a lost participant

    By Earl,
    • 1 reply
    • 1.2k views

  19. Reporting Rollovers from Qual Plans to Roth IRAs

    By Guest IraSue,
    • 1 reply
    • 995 views

  20. Sole Proprietor

    By Randy Watson,
    • 1 reply
    • 810 views

  21. Deported illegal aliens

    By Guest lindamichals,
    • 1 reply
    • 2k views

  22. Non-Spousal Rollovers

    By PJ2009,
    • 1 reply
    • 932 views

  23. Spousal Consent

    By Guest trainw,
    • 1 reply
    • 974 views

  24. Took loan, then terminated

    By Monica Barnard,
    • 1 reply
    • 998 views

  25. Cost for Plan to Obtain Annuity?

    By chris,
    • 1 reply
    • 889 views

  26. California address for withholding?

    By John A,
    • 1 reply
    • 1.4k views

  27. MRD & Form of Benefit

    By Guest crosseyetester,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  28. MVRA Judgment Same as Tax Levy ??

    By Guest halka,
    • 1 reply
    • 1.7k views

  29. RMDs - Lots of Owners, But No 5% Owners

    By lkpittman,
    • 1 reply
    • 1.1k views

  30. Minimum Distribution Adjustment

    By Dougsbpc,
    • 1 reply
    • 1.2k views

  31. Rollover of loan offset amount to Roth IRA

    By Guest riss@7477,
    • 1 reply
    • 1.3k views

  32. Uncashed check, death of participant

    By R. Butler,
    • 1 reply
    • 1.7k views

  33. IRA: Earliest Distribution

    By Guest RW,
    • 1 reply
    • 1.5k views

  34. POA no longer in force

    By DMcGovern,
    • 1 reply
    • 915 views

  35. Okay for a plan loan to be made to a terminated HCE when plan provides

    By John A,
    • 1 reply
    • 1.4k views

  36. minimum distribution needed?

    By Santo Gold,
    • 1 reply
    • 1.1k views

  37. QDROs and plan terminations

    By Guest TW2000,
    • 1 reply
    • 1.6k views

  38. Automatic IRA rollover

    By Cynchbeast,
    • 1 reply
    • 1.2k views

  39. Plan Amendment to allow a Retiree in Pay Status to Elect Another Form of Distribution

    By smm,
    • 1 reply
    • 1k views

  40. Loans in balanced forward plan

    By rlb64,
    • 1 reply
    • 1.3k views

  41. Spousal Consent/loans

    By Guest lc,
    • 1 reply
    • 1.5k views

  42. I need a Primer on taxation of defaulted loans.

    By Guest PLHart,
    • 1 reply
    • 1.3k views

  43. How can Plan distribute a contribution receivable from employer compan

    By Moe Howard,
    • 1 reply
    • 2.6k views

  44. Tax withholding remitted by ER

    By Guest jimmybeau,
    • 1 reply
    • 949 views
    • GMK
    • GMK

  45. Rollover and Taxable 101

    By thepensionmaven,
    • 1 reply
    • 574 views

  46. Correcting an incorrect 1099-R?

    By John A,
    • 1 reply
    • 8k views

  47. Involuntary cashouts

    By Guest mparker2028,
    • 1 reply
    • 1.4k views

  48. Rollover of of amounts subsequent to turning 70 1/2

    By Guest Jae,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  49. RMD--multiple beneficiaries

    By Felicia,
    • 1 reply
    • 1.2k views

  50. Deemed distribution - loan payments never made

    By Guest terid,
    • 1 reply
    • 974 views
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