Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Death Benefit to a Trust

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

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

   By Guest Keenan, January 10, 2000
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   • Guest
   • January 10, 2000

3. Uncompleted Rollover

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

4. Pension Payments Deferred thru Employer Error

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

5. Distribution Paperwork

   By ConnieStorer, December 5, 2011
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   • ConnieStorer
   • December 5, 2011

6. Minor Beneficiary: Tax Reporting

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

7. 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

8. What are the notice requirements for involuntary distributions?

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

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

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

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

    By Dave Baker, July 19, 2000
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    • 1.4k views
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    • Dave Baker
    • July 19, 2000

11. S-Corp shareholder took a loan

    By Guest Boilerburm, June 29, 2001
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    • Guest
    • June 29, 2001

12. Change distribution code?

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

13. 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

14. Death distribution and rollover

    By Guest steve55, March 22, 2005
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    • 1k views
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    • Guest
    • March 22, 2005

15. 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

16. Dist Processing Fees

    By Guest HiKidsImASrPensionAdmin, August 1, 2006
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    • Guest
    • August 1, 2006

17. DB Plan Form of Benefit Options - Alternate Beneficiary

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

18. 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

19. Volunteer Firefighter Award Programs

    By dmwe, January 9, 2017   

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

20. New Plan - Is Averaging Still Relevant?

    By rocknrolls2, February 1, 2008
    • 0 replies
    • 924 views
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    • rocknrolls2
    • February 1, 2008

21. How many Forms 1099-R

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

22. 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

23. Money Purchase Pension Plan

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

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

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

25. 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

26. Uncashed Distribution Checks

    By fmsinc, August 20, 2019
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    • 321 views
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    • fmsinc
    • August 20, 2019

27. 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

28. Form 5329 questions related to missed RMD

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

29. 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

30. 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

31. 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

32. 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

33. Military Reservist Distribution -

    By Guest kchadwell, October 16, 2008
    • 0 replies
    • 852 views
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    • Guest
    • October 16, 2008

34. 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

35. 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

36. 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

37. 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

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

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

39. After tax basis preservation

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

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

    By Guest Lori Basilico, November 7, 2000
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    • 1.4k views
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    • Guest
    • November 7, 2000

41. 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

42. 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

43. 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

44. TEFRA 242(b) elections

    By Guest Gibson, September 12, 2000
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    • 1.3k views
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    • Guest
    • September 12, 2000

45. 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

46. distribution fees

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

47. 430 Restrictions and Rollovers

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

48. Disclaimer by nonresident beneficiary

    By Guest halka, March 7, 2003
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    • 858 views
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    • Guest
    • March 7, 2003

49. Distribution Code for Exceeding 415 Limit

    By Vlad401k, March 15, 2021
    • 0 replies
    • 389 views
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    • Vlad401k
    • March 15, 2021

50. Interest rate not exceeding 120% of federal mid-term rate is deemed re

    By Dave Baker, July 20, 2000
    • 0 replies
    • 2k views
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    • Dave Baker
    • July 20, 2000