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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,177 topics in this forum

  1. minimum loan term

    By Guest Jeff Rhodes,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  2. Failure to Remit Loan Payments

    By Guest Jimmy B,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  3. Changing Substantially Equal Pmts

    By Guest rickw,
    • 8 replies
    • 1.3k views

  4. Hardship and Loans

    By kocak,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  5. RMD and 5% owner test

    By Guest amybu99,
    • 5 replies
    • 3.2k views
    • Guest
    • Guest

  6. RMD for spouse of deceased participant

    By rfahey,
    • 3 replies
    • 1.7k views

  7. Ordering 1099-R Forms

    By Guest R. Daestrom,
    • 2 replies
    • 1k views
    • Guest
    • Guest

  8. Rollover check issued to Plan Sponsor fbo payee, not the Plan fbo paye

    By R. Butler,
    • 2 replies
    • 2.4k views
    • Guest
    • Guest

  9. Annuity form of benefit

    By Guest Labradane,
    • 2 replies
    • 1.2k views

  10. in-service withdrawal, fed tax withholding

    By betheeg,
    • 2 replies
    • 2.2k views

  11. IRA aggregated with Qualified Plan for RMD

    By R. Butler,
    • 4 replies
    • 1.4k views

  12. loan

    By Guest greggi39,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  13. Participant Deceased, No Beneficiary or Estate - now what?

    By John A,
    • 1 reply
    • 1.2k views

  14. minimum distributions

    By Guest Peter Langdon,
    • 2 replies
    • 1.2k views

  15. Nonresident Alien Withholding - Effectively Connected Income

    By DTH,
    • 9 replies
    • 2.6k views

  16. An in-service loan from a governmental DB plan

    By joel,
    • 3 replies
    • 1.2k views

  17. Impact of Chapter 13 Bankruptcy on Loan

    By Guest tracys,
    • 2 replies
    • 1.3k views

  18. Nominee 1099-R

    By Guest AFRICA6796,
    • 2 replies
    • 2k views
    • Guest
    • Guest

  19. Participant Dies after LS Election

    By kocak,
    • 1 reply
    • 1.5k views

  20. Losses on Corrective Distributions

    By DTH,
    • 3 replies
    • 1.8k views

  21. Defaulted loan

    By Guest MNR,
    • 3 replies
    • 1.3k views

  22. IRS Minimum Distribution Regulation Delayed

    By Guest Calimayhew,
    • 6 replies
    • 2.2k views
    • MGB
    • MGB

  23. When is retirement for 401(a)(9) purposes - last day worked or next da

    By Wessex,
    • 2 replies
    • 1.4k views

  24. Establishing IRA rollover account for missing participants

    By Guest bmurphy,
    • 3 replies
    • 1.5k views

  25. Joint and Survivor Annuities

    By MarZDoates,
    • 1 reply
    • 1.6k views

  26. Ira To 403(b) Rollover After Age 70 1/2

    By Guest JBeck,
    • 1 reply
    • 2k views

  27. Fiduciary timing responsibilities for processing & forwarding dist

    By Guest TAllen,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  28. Sole Prop. Loans

    By Guest Fuzzy,
    • 2 replies
    • 1k views

  29. CA STATE WITHHOLDING vs. RESIDENCE

    By Guest RSNOW,
    • 3 replies
    • 1.5k views

  30. NUA and Lump Sum distributions

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

  31. Annual election to defer or receive an RMD for a non-5% owner - is any

    By John A,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  32. Pension Distribution Withholding - State Level

    By pmacduff,
    • 4 replies
    • 1.9k views
    • Guest
    • Guest

  33. Final LOan Regs- Effective date???

    By Guest AFRICA6796,
    • 4 replies
    • 1.5k views

  34. Required Minimum Distribution for 5-percent Owner????

    By Guest RMM,
    • 3 replies
    • 2.2k views

  35. Joint & Survivor Annuity-Terminated Plan

    By BTH,
    • 8 replies
    • 2k views
    • Guest
    • Guest

  36. Payment of benefits into court fund pending interpleader

    By Guest Jose Rosario,
    • 7 replies
    • 3.5k views

  37. interpleader

    By Guest b2kates,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  38. Loan Refinancing

    By Guest jkwok,
    • 1 reply
    • 1.3k views

  39. Loan Software

    By Guest JBarn1,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  40. Repaying Defaulted Loan

    By KateSmithPA,
    • 2 replies
    • 1.3k views

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

    By lkpittman,
    • 1 reply
    • 1.2k views

  42. Defaulted loans

    By Guest Dumb Maxie,
    • 1 reply
    • 1.9k views

  43. Tax Reporting Defaulted Loans

    By DTH,
    • 0 replies
    • 1.2k views
    • DTH
    • DTH

  44. Distribution from US Plan to Former Participant who is now a Canadian

    By Guest ANNEBV,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  45. Back up documentation for Hardship Distribution

    By Guest Jnnnwmn,
    • 3 replies
    • 2.2k views

  46. 30% withholding

    By Guest 401kproman,
    • 10 replies
    • 2k views
    • Guest
    • Guest

  47. Deemed Distributions

    By Guest terid,
    • 4 replies
    • 1.6k views
    • Guest
    • Guest

  48. 100% withholding - eligible rollover distribution

    By Guest wolfman,
    • 1 reply
    • 1.1k views

  49. Uniform table for RMD's?

    By Guest RONNIE WASEL,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  50. Missing Participants

    By J2D2,
    • 2 replies
    • 1.3k views
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