Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. In-Service Distributions?

   By Jilliandiz, July 24, 2007
   • 0 replies
   • 934 views
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   • Jilliandiz
   • July 24, 2007

2. Correcting missed RMDs

   By Guest RJMOB, January 30, 2008
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   • 1.8k views
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   • Guest
   • January 30, 2008

3. Distribution Debacle

   By doombuggy, January 19, 2011
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   • 988 views
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   • doombuggy
   • January 19, 2011

4. Death Benefit to a Trust

   By D Lewis, February 26, 2013
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   • 840 views
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   • D Lewis
   • February 26, 2013

5. In-service dist. from money p.plan

   By Guest Keenan, January 10, 2000
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   • 1.2k views
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   • Guest
   • January 10, 2000

6. Uncompleted Rollover

   By BTG, September 9, 2021
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   • 349 views
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   • BTG
   • September 9, 2021

7. Pension Payments Deferred thru Employer Error

   By Guest atraveler, February 26, 2005
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   • 999 views
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   • Guest
   • February 26, 2005

8. Distribution Paperwork

   By ConnieStorer, December 5, 2011
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   • 910 views
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   • ConnieStorer
   • December 5, 2011

9. Minor Beneficiary: Tax Reporting

   By Guest 4Kicks, April 15, 2014
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   • Guest
   • April 15, 2014

10. Interest on late loan payments

    By richard, January 13, 2000
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    • 1.4k views
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    • richard
    • January 13, 2000

11. What are the notice requirements for involuntary distributions?

    By Guest lawdawg, April 24, 2001
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    • Guest
    • April 24, 2001

12. Can an UTMA custodian rollover into an inherited IRA?

    By Guest Rissa, February 17, 2009
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    • 954 views
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    • Guest
    • February 17, 2009

13. Lookback rule (for involuntary cash-out distributions of less than $5,

    By Dave Baker, July 19, 2000
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    • 1.5k views
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    • Dave Baker
    • July 19, 2000

14. S-Corp shareholder took a loan

    By Guest Boilerburm, June 29, 2001
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    • 1.3k views
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    • Guest
    • June 29, 2001

15. Change distribution code?

    By Guest mikeak, November 24, 2003
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    • 997 views
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    • Guest
    • November 24, 2003

16. New edition of book for participants from International Foundation of

    By Dave Baker, July 19, 2000
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    • 1.3k views
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    • Dave Baker
    • July 19, 2000

17. Death distribution and rollover

    By Guest steve55, March 22, 2005
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    • 1.1k views
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    • Guest
    • March 22, 2005

18. Non-Spouse Beneficiary Rollovers

    By Guest IRISH79, April 25, 2007
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    • 1.2k views
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    • Guest
    • April 25, 2007

19. Dist Processing Fees

    By Guest HiKidsImASrPensionAdmin, August 1, 2006
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    • 1.3k views
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    • Guest
    • August 1, 2006

20. DB Plan Form of Benefit Options - Alternate Beneficiary

    By TPApril, June 20, 2012
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    • 757 views
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    • TPApril
    • June 20, 2012

21. Plan Administer's Duty to Verify Marital Status

    By Guest wwest, January 24, 2000
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    • 1.6k views
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    • Guest
    • January 24, 2000

22. Volunteer Firefighter Award Programs

    By dmwe, January 9, 2017   

    • how to handle distributions
    • 0 replies
    • 517 views
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    • dmwe
    • January 9, 2017

23. New Plan - Is Averaging Still Relevant?

    By rocknrolls2, February 1, 2008
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    • 939 views
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    • rocknrolls2
    • February 1, 2008

24. How many Forms 1099-R

    By Oh so SIMPLE, January 19, 2011
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    • 879 views
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    • Oh so SIMPLE
    • January 19, 2011

25. Loan payment on severance package

    By Guest sugar daddy, February 22, 2011
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    • 1.1k views
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    • Guest
    • February 22, 2011

26. Money Purchase Pension Plan

    By Nassau, December 6, 2011
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    • 907 views
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    • Nassau
    • December 6, 2011

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

    By Guest EMC, July 19, 2000
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    • 1.8k views
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    • Guest
    • July 19, 2000

28. Suspension of Benefits on Re-Employment

    By Guest TooMuchFreeTime, February 18, 2009
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    • 1.1k views
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    • Guest
    • February 18, 2009

29. Uncashed Distribution Checks

    By fmsinc, August 20, 2019
    • 0 replies
    • 354 views
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    • fmsinc
    • August 20, 2019

30. Distribution of life insurance policy

    By Guest sammy, November 5, 2001
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    • 1.5k views
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    • Guest
    • November 5, 2001

31. Form 5329 questions related to missed RMD

    By John A, April 15, 2002
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    • 1.5k views
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    • John A
    • April 15, 2002

32. Rollover from DC Plan to DB Plan

    By Guest TedMunice, June 27, 2006
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    • 1.2k views
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    • Guest
    • June 27, 2006

33. Final 411(d)(6) Regs Permit Elimination of QJSA Benefit Option?

    By Guest SCUDDESLER, September 11, 2000
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    • 1.6k views
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    • Guest
    • September 11, 2000

34. involuntary cash outs - new rules - looking for input

    By JanetM, October 22, 2004
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    • 1.5k views
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    • JanetM
    • October 22, 2004

35. EGTRRA affect on forward averaging

    By Guest Ralph, July 23, 2001
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    • 1.3k views
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    • Guest
    • July 23, 2001

36. Military Reservist Distribution -

    By Guest kchadwell, October 16, 2008
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    • 868 views
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    • Guest
    • October 16, 2008

37. Notice to Participants of Interim Valuation

    By chris, March 12, 2001
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    • 1.4k views
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    • chris
    • March 12, 2001

38. Is beneficiary designation from pre-spinoff plan valid for determining

    By Guest Thom Heaney Jr, February 11, 2000
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    • 1.8k views
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    • Guest
    • February 11, 2000

39. Valuation Date for Distribution

    By Guest sarasf, September 7, 2002
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    • 1.6k views
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    • Guest
    • September 7, 2002

40. Can commuted value of annuity be an eligible rollover distribution

    By Guest kprhok, April 3, 2009
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    • 1.1k views
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    • Guest
    • April 3, 2009

41. De minimis for auto forfeit instead of auto cash out

    By TPApril, November 11, 2023
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    • 431 views
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    • TPApril
    • November 11, 2023

42. After tax basis preservation

    By Guest Sabadee!, May 29, 2008
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    • Guest
    • May 29, 2008

43. Required minimum distribution applies in year of death (after age 70-1

    By Guest Lori Basilico, November 7, 2000
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    • Guest
    • November 7, 2000

44. 1099R reporting - Deceased's SSN or Estate's EIN?

    By Guest JJR, April 25, 2001
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    • 2.5k views
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    • Guest
    • April 25, 2001

45. What are the options for a non-spouse beneficiary when a plan terminat

    By Guest Jimmy B, May 16, 2001
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    • 1.3k views
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    • Guest
    • May 16, 2001

46. RMD Notification Requirements for Non-Owners

    By Guest jjonesocreel, February 28, 2006
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    • 1.9k views
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    • Guest
    • February 28, 2006

47. TEFRA 242(b) elections

    By Guest Gibson, September 12, 2000
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    • 1.4k views
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    • Guest
    • September 12, 2000

48. 457(b) plan minimum distribution rules

    By Guest Gibson, September 12, 2000
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    • 1.6k views
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    • Guest
    • September 12, 2000

49. distribution fees

    By Guest tlc@cra, September 22, 2005
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    • 1.5k views
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    • Guest
    • September 22, 2005

50. 430 Restrictions and Rollovers

    By rcline46, January 6, 2015
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    • 831 views
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    • rcline46
    • January 6, 2015