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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,180 topics in this forum

  1. Multiple Hardship Distributions in a 12 month period

    By Guest AOlson,
    • 2 replies
    • 2.2k views
    • Guest
    • Guest

  2. Return of over-distribution

    By Guest Bill,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  3. Minimimum Distribution Requirements - IRA and 403b

    By richard,
    • 1 reply
    • 1.5k views

  4. Elimination of 1099 Distribution Codes B and C

    By Guest BillRupp,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  5. Are 401(k) Assets Distributable in these Transactions?

    By Guest pep,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  6. Rollovers as Hardship Distributions

    By Guest William Lehman,
    • 8 replies
    • 3k views

  7. Are RMD's required for rollover money into new plan

    By Alan Simpson,
    • 3 replies
    • 1.8k views
    • Guest
    • Guest

  8. When to measure $5,000 cash-out

    By Guest WBrown,
    • 3 replies
    • 1.8k views

  9. Computation of minimum distribution period.

    By Guest datalife,
    • 1 reply
    • 1.7k views

  10. Distributions to Annuitant after death

    By Guest Quinn,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  11. Delay in distribution of my retirement plan. What to do?

    By Guest mmcarp,
    • 1 reply
    • 1.9k views

  12. How are other employers implementing GATT -- what criteria to use in c

    By Dave Baker,
    • 5 replies
    • 2.2k views

  13. Distribution Fees

    By Guest Bill Schulze,
    • 2 replies
    • 1.7k views

  14. Terminated participant with outstanding loan balance

    By Guest pay,
    • 2 replies
    • 2.9k views

  15. Lost participants in a terminated Money Purchase Pension Plan

    By Guest Ben Feller,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  16. IRS Withholding on min. req. distrib.

    By Guest dlm,
    • 2 replies
    • 1.8k views

  17. 1099's when sponsor no longer exists?

    By david rigby,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  18. Does any one know where there is a cite for the definition of the begi

    By Guest Philly1,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  19. Can voluntary after-tax money be used for 401(k) loan?

    By Guest Heather,
    • 2 replies
    • 1.7k views

  20. Loans from Rollover accounts

    By imchipbrown,
    • 3 replies
    • 2.3k views

  21. When does a Beneficiary need take their money from a 401(k) after thei

    By Guest TWR,
    • 2 replies
    • 2.1k views

  22. Spousal Consent

    By Guest Thornton,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  23. Participant Loans during a Plan Administrator Change

    By Dan,
    • 4 replies
    • 2k views

  24. state income tax withholding

    By Guest Mike Kimball,
    • 3 replies
    • 1.9k views
    • Guest
    • Guest

  25. Repayment of overpayment of distribution

    By Guest ypartridge,
    • 1 reply
    • 2.1k views
    • Dan
    • Dan

  26. Death distribution to minor children

    By Guest Tom Freeman,
    • 1 reply
    • 2.8k views
    • Guest
    • Guest

  27. Taking Distribution to Pay Off Credit Cards, Traditional or ROTH?

    By Guest Jim Hunt,
    • 1 reply
    • 2k views

  28. Loan (property puchase)

    By Guest cascigm,
    • 1 reply
    • 1.9k views

  29. Minimum distribution requirement for initial Plan Year

    By Guest haydenks,
    • 5 replies
    • 2k views

  30. Incorrect Withholding

    By Guest djsimonetti,
    • 2 replies
    • 2.1k views
    • Guest
    • Guest

  31. Minimum Required Distribution from IRA OK if Plan terminates?

    By Lynn Campbell,
    • 3 replies
    • 1.9k views

  32. participant distribution fees

    By Guest Mike Kimball,
    • 1 reply
    • 2.1k views

  33. Underpayment of Distributions

    By Guest Brad Brewer,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  34. WHAT QUALIFIES A DISTRIBUTION FOR ROLLOVER TREATMENT?

    By jlf,
    • 0 replies
    • 2k views
    • jlf
    • jlf

  35. HELP--The Retroactive Payment Rule

    By Guest Adam Stone,
    • 1 reply
    • 2.1k views

  36. In-kind Distribution a Protected Benefit?

    By Guest TortoraG,
    • 1 reply
    • 3.6k views
    • Guest
    • Guest

  37. 72T Substantially Equal Payments Resources

    By Guest Robert Tonkin,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  38. forfeitures allocated to terminated participants

    By Guest billy bong,
    • 2 replies
    • 2.5k views

  39. Help--can a 501(c)(18) dist be rolled to an IRA?

    By Guest danmar,
    • 0 replies
    • 2.4k views
    • Guest
    • Guest

  40. Valid IRS Distributions Code Combinations for 1099R Rptg Large Pension

    By Guest Howard Schlesinger,
    • 1 reply
    • 2.7k views

  41. Withdrawal at 59 1/2

    By Christine Roberts,
    • 2 replies
    • 2.1k views

  42. FAILURE TO WITHHOLD

    By Guest JROSSITTER,
    • 10 replies
    • 3.1k views
    • Guest
    • Guest

  43. Withholding deposits

    By nancy,
    • 6 replies
    • 2.3k views

  44. cash out rule

    By Guest Mike Kimball,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  45. tax deductible if interest is credited to participant

    By Guest billy bong,
    • 0 replies
    • 2k views
    • Guest
    • Guest

  46. deductible participant loan interest

    By Guest billy bong,
    • 4 replies
    • 2.2k views
    • Guest
    • Guest

  47. Lost Participant

    By Guest Thornton,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  48. removing plan loan provision

    By Guest Mike Kimball,
    • 3 replies
    • 2.5k views
    • Guest
    • Guest

  49. Notice 99-5

    By Guest greymann,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest

  50. third party loan from a profit sharing plan

    By Guest le190,
    • 4 replies
    • 3.6k views
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