Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Age 65 Distributions - 401(a)(14)

   By Guest Kiki, October 15, 2010
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • October 15, 2010

2. Age 70 1/2 Distribution

   By DP, May 5, 2011
   • 9 replies
   • 2.1k views
   • 
   • masteff
   • May 6, 2011

3. age 70 1/2 distribution & furlough status

   By alexa, February 21, 2002
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • March 2, 2002

4. age 70-1/2 election form

   By JessFSA, July 3, 2007
   • 2 replies
   • 1.8k views
   • 
   • JessFSA
   • July 4, 2007

5. Age used for first RMD

   By dmb, February 12, 2002
   • 1 reply
   • 1.4k views
   • 
   • Michael Devault
   • February 12, 2002

6. Aggregating RMD from inherited IRAs- when is it allowed?

   By Appleby, December 29, 2004
   • 2 replies
   • 1.6k views
   • 
   • Belgarath
   • December 29, 2004

7. Aggregation of Qualified Plan and IRA for RMD purposes?

   By Guest dory, August 29, 2002
   • 1 reply
   • 1.3k views
   • 
   • BPickerCPA
   • August 30, 2002

8. Alien Beneficiary

   By Below Ground, June 11, 2008
   • 5 replies
   • 1.5k views
   • 
   • Below Ground
   • June 12, 2008

9. Allocate LOSS to after-tax contributions

   By Guest esi-jht, August 29, 2006
   • 3 replies
   • 1.2k views
   • 
   • rcline46
   • August 29, 2006

10. allocating lost earnings on distribution overpayment

    By M Norton, June 14, 2019
    • 2 replies
    • 717 views
    • 
    • M Norton
    • June 18, 2019

11. allocation of basis on inservice distribution

    By M Norton, December 4, 2009
    • 0 replies
    • 901 views
    • 
    • M Norton
    • December 4, 2009

12. Allow distributions in cash or property

    By Jim Chad, August 12, 2008
    • 1 reply
    • 959 views
    • 
    • J Simmons
    • August 12, 2008

13. Altering substantially equal payments.

    By katieinny, August 13, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • August 14, 2002

14. Alternate payee ( from QDRO) age or original participant age used for

    By John A, January 9, 2001
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • January 10, 2001

15. Alternate Payee and RMD

    By ERISA25, December 14, 2010
    • 1 reply
    • 2k views
    • 
    • QDROphile
    • December 14, 2010

16. alternate payee beneficiary

    By Earl, June 30, 2006
    • 11 replies
    • 5.6k views
    • 
    • Kirk Maldonado
    • July 13, 2006

17. Alternate Payee QDRO Question

    By Guest Grumpy456, April 24, 2007
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • April 25, 2007

18. Alternate payee rights already having QDRO filed in court

    By kratermagee, March 11, 2016
    • 8 replies
    • 1.4k views
    • 
    • ForksnKnives
    • April 7, 2016

19. Alternative Defined Contribution Plan Failure

    By Guest RandomQuestion, June 15, 2012
    • 0 replies
    • 699 views
    • 
    • Guest
    • June 15, 2012

20. alternative health plans in governmental agency

    By Guest Junk, August 16, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 16, 2001

21. Amend for Retroactive Cashout Provision?

    By ERISAatty, January 26, 2004
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • January 27, 2004

22. Amended 1099R - zero dollars

    By Guest lindamichals, December 21, 2004
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • December 21, 2004

23. Amending a 1009R?

    By Guest merlin, June 16, 2004
    • 4 replies
    • 2k views
    • 
    • Guest
    • June 17, 2004

24. Amending a plan for Hardship Distributions

    By Guest cc1898, January 17, 2008
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 19, 2008

25. amending automatic rollover threshold to $1,000

    By Guest tas, February 3, 2005
    • 4 replies
    • 1.3k views
    • 
    • E as in ERISA
    • February 3, 2005

26. Amending Plan to Loan Acceleration Upon Termination of Employment

    By Guest aciepluch, June 16, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 9, 2008

27. Amendment eliminating cash out distributions

    By Richard Anderson, December 20, 2005
    • 2 replies
    • 1.5k views
    • 
    • 401 Chaos
    • December 21, 2005

28. Amendment to add loans and then amend to no longer allow it

    By pensionam, August 18, 2023
    • 9 replies
    • 1.6k views
    • 
    • Below Ground
    • August 22, 2023

29. amoritization

    By Felicia, July 27, 2005
    • 2 replies
    • 1.4k views
    • 
    • No Name
    • July 27, 2005

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

    By joel, December 14, 2002
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • December 16, 2002

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

    By John A, December 6, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 4, 2002

32. Annual Valuation Only Profit Sharing Plan - Mid-year distributions

    By CintiTwo, September 19, 2017   

    • profit sharing
    • escrow distributions
    • (and 1 more)

      Tagged with:

      • profit sharing
      • escrow distributions
      • annual valuation
    • 5 replies
    • 1.7k views
    • 
    • CintiTwo
    • September 21, 2017

33. Annuities from a DC plan

    By Guest Grumpy456, April 18, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 18, 2006

34. Annuity distribution from DC plans

    By RCK, November 26, 2008
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • December 4, 2008

35. Annuity form of benefit

    By Guest Labradane, December 23, 2002
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • December 23, 2002

36. annuity help please

    By Tom Poje, June 14, 2013
    • 5 replies
    • 1.1k views
    • 
    • Bird
    • June 17, 2013

37. annuity payment from DC plan with money purchase

    By AKconsult, May 19, 2009
    • 3 replies
    • 1.7k views
    • 
    • Bird
    • June 20, 2010

38. Annuity Purchase 1099-R reporting

    By mefrancis1729, November 19, 2019   

    • 1099-r
    • annuity purchase
    • (and 1 more)

      Tagged with:

      • 1099-r
      • annuity purchase
      • cash balance
    • 9 replies
    • 3.4k views
    • 
    • Bird
    • November 21, 2019

39. Annuity purchase to pay non spousal beneficiaries

    By Dan, November 12, 2004
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • November 16, 2004

40. Another COVID Loan question

    By bzorc, September 29, 2020
    • 6 replies
    • 1.2k views
    • 
    • Luke Bailey
    • September 30, 2020

41. Another Hardship Distribution Question

    By J Simmons, March 11, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 11, 2009

42. Another NRA Withholding Q

    By Guest lvegas, December 14, 2005
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • January 4, 2006

43. Another pesky loan question - Can you rollover an outstanding loan?

    By Guest Powers, March 28, 2002
    • 3 replies
    • 2.3k views
    • 
    • KJohnson
    • March 28, 2002

44. Another Plan Term Question... loan repayment

    By K-t-F, July 1, 2020
    • 1 reply
    • 560 views
    • 
    • Belgarath
    • July 1, 2020

45. Another question about RMD vs. IRA Rollover

    By Guest FREE401k, May 15, 2002
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • May 16, 2002

46. another RMD Error

    By thepensionmaven, February 21, 2023
    • 3 replies
    • 729 views
    • 
    • Peter Gulia
    • February 21, 2023

47. Anti Assignment under IRC 401(a)(13)(C)

    By 30Rock, July 5, 2011
    • 5 replies
    • 2.3k views
    • 
    • ESOP Guy
    • July 6, 2011

48. Anti-cutback rule

    By Guest ALittleHelpNeeded, January 19, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 19, 2006

49. Anticutback issue - change of timing of distribution

    By Guest Star Seeker, January 23, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 23, 2002

50. Any definite IRS authority on written amendment requirement for automatic rollover?

    By Guest LMalone, October 25, 2004
    • 9 replies
    • 1.5k views
    • 
    • smm
    • October 26, 2004