Distributions and Loans, Other than QDROs

3,328 topics in this forum

1. RMD to alternate payee

   By Scuba 401, yesterday at 01:22 PM
   • 0 replies
   • 26 views
   • 
   • Scuba 401
   • Yesterday at 01:22 PM

2. RMD EXCEPTION R/O TO SAME EMPLOYER

   By Rob P, Friday at 08:08 PM
   • 2 replies
   • 53 views
   • 
   • ESOP Guy
   • Friday at 10:12 PM

3. RMD Question for 5% owner

   By Vlad401k, Friday at 03:47 PM
   • 2 replies
   • 56 views
   • 
   • Tom Poje
   • Friday at 04:14 PM

4. Loans made inconsistent with loan policly

   By Nancy D, Friday at 11:51 AM
   • 2 replies
   • 45 views
   • 
   • Nancy D
   • Friday at 12:23 PM

5. 1099-R Code

   By msmith, Wednesday at 10:20 PM
   • 5 replies
   • 148 views
   • 
   • msmith
   • Thursday at 03:27 PM

6. Living Trust as Beneficiary

   By Monica Barnard, October 11
   • 5 replies
   • 58 views
   • 
   • XTitan
   • Wednesday at 08:59 PM

7. What code to use for a qualified hurricane distribution?

   By Vlad401k, October 6
   • 3 replies
   • 161 views
   • 
   • Phil Royce
   • October 9

8. Is the Oct. 3 law on Hurricane Relief on the IRS web site?

   By Scuba 401, October 6
   • 4 replies
   • 96 views
   • 
   • Scuba 401
   • October 9

9. Owner takes IRA RMD from his Profit Sharing Plan

   By kwalified, October 5
   • 18 replies
   • 245 views
   • 
   • kwalified
   • October 6

10. 401K Loan Default

    By bpowell, October 2
    • 11 replies
    • 167 views
    • 
    • Bird
    • October 4

11. RMD after rollover

    By TPA2015, September 29   

    • rmd rollover
    • 3 replies
    • 113 views
    • 
    • CuseFan
    • September 29

12. 401(a)(31)(B) aspect; may an administrator implement a rollover unaffected by the predilections of a designated beneficiary/surviving spouse?

    By Bumppo23, September 23
    • 0 replies
    • 87 views
    • 
    • Bumppo23
    • September 23

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

    By CintiTwo, September 19   

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

      Tagged with:

      • profit sharing
      • escrow distributions
      • annual valuation
    • 5 replies
    • 160 views
    • 
    • CintiTwo
    • September 21

14. Max loan from two plans, now plans are merging!

    By AlbanyConsultant, September 11
    • 3 replies
    • 145 views
    • 
    • formeractuary
    • September 19

15. Loan payments and leave of absence

    By Belgarath, September 14
    • 0 replies
    • 78 views
    • 
    • Belgarath
    • September 14

16. Stale Distribution Check

    By TPA2015, September 8   

    • stale
    • check
    • 8 replies
    • 309 views
    • 
    • Luke Bailey
    • September 13

17. Leave of Absence Missed Payments Before LOA Cure Period

    By Snapper, September 9
    • 0 replies
    • 171 views
    • 
    • Snapper
    • September 9

18. Applicable Election Period as perhaps apart from notice period

    By Bumppo23, September 2   

    • applicable election period
    • 180 days
    • (and 8 more)

      Tagged with:

      • applicable election period
      • 180 days
      • 90 days
      • ppa
      • pension protection act
      • qjsa
      • qpsa
      • beneficiary
      • distribution
      • annuity
    • 0 replies
    • 123 views
    • 
    • Bumppo23
    • September 2

19. Decline to be Beneficiary?

    By PMC, March 8, 2006
    • 13 replies
    • 3,684 views
    • 
    • QDROphile
    • September 2

20. 1099R filed twice

    By Santo Gold, August 30
    • 1 reply
    • 94 views
    • 
    • ETA Consulting LLC
    • August 30

21. Treating RMD as Qualified Charitable Distribution

    By Susan S., August 22
    • 5 replies
    • 287 views
    • 
    • acm_acm
    • August 24

22. Withholding on Corrective Distributions

    By 401_noob, August 21   

    • withholding
    • corrective distributions
    • (and 2 more)

      Tagged with:

      • withholding
      • corrective distributions
      • adp
      • acp
    • 2 replies
    • 270 views
    • 
    • Larry Starr
    • August 21

23. Is this loan really to pay for the purchase of a primary residence?

    By AlbanyConsultant, August 11
    • 18 replies
    • 347 views
    • 
    • TPAJake
    • August 16

24. 1099-R and post age 55 distribution

    By pmacduff, August 9
    • 3 replies
    • 158 views
    • 
    • pmacduff
    • August 9

25. Hardship and suspension of deferrals

    By BW, August 2
    • 4 replies
    • 188 views
    • 
    • Belgarath
    • August 7