Distributions and Loans, Other than QDROs

4,055 topics in this forum

1. 401(h) Disbursements

   By WDIK, January 24, 2006
   • 9 replies
   • 4.4k views
   • 
   • Guest
   • January 25, 2006

2. Loan Repayment After Deemed Distribution

   By mming, September 10, 2015
   • 12 replies
   • 4.4k views
   • 
   • Tom Poje
   • September 15, 2015

3. 1099-R, Box 2b - Taxable Amount Not Determined

   By Basically, November 13, 2023
   • 6 replies
   • 4.4k views
   • 
   • RestAssured
   • January 9

4. RMDs and Plan Terminations

   By davef, July 14, 2006
   • 5 replies
   • 4.3k views
   • 
   • Bird
   • July 31, 2006

5. Fraudulent Withdrawal

   By Guest naveen, August 29, 2008
   • 23 replies
   • 4.3k views
   • 
   • Kevin C
   • September 3, 2008

6. RMD - Definition of "Retirement" (Lawyer Changes Firms due to Mandatory "Retirement" Policy)

   By Yesrod5, December 28, 2013
   • 11 replies
   • 4.2k views
   • 
   • Yesrod5
   • December 30, 2013

7. Involuntary Force out at Normal Retirement Age >$5,000

   By justanotheradmin, June 8, 2016
   • 3 replies
   • 4.2k views
   • 
   • Belgarath
   • June 9, 2016

8. 402(g) Limit - Corrected After April 15

   By Vlad401k, July 25, 2018
   • 3 replies
   • 4.2k views
   • 
   • RatherBeGolfing
   • July 26, 2018

9. Distributions from Terminated Small DB Plan

   By Guest pension222, November 2, 2001
   • 13 replies
   • 4.2k views
   • 
   • david rigby
   • February 22, 2003

10. Accrued Contribs Included in Year-End Bal for RMD?

    By Guest ResearchGirl, November 2, 2007
    • 3 replies
    • 4.2k views
    • 
    • PLAN MAN
    • November 2, 2007

11. Withholding on Rollovers to Roth IRAs

    By Guest PGH.ERISA, November 26, 2007
    • 16 replies
    • 4.2k views
    • 
    • Guest
    • March 6, 2008

12. Tax withholding and reporting on escheated funds

    By Oh so SIMPLE, April 1, 2011
    • 1 reply
    • 4.1k views
    • 
    • Jim Norman
    • April 2, 2011

13. Plan Loan for Construction of House

    By chris, August 27, 2004
    • 13 replies
    • 4.1k views
    • 
    • E as in ERISA
    • September 9, 2004

14. Incarcerated participant - can spouse authorize distribution?

    By Guest marciab, April 8, 2005
    • 6 replies
    • 4.1k views
    • 
    • Guest
    • April 8, 2005

15. Can a plan's terms require distributions to be made via direct deposit

    By Guest Ed F, June 22, 2000
    • 5 replies
    • 4k views
    • 
    • Guest
    • July 3, 2014

16. Participant w/plan loan files for bankruptcy

    By Guest Reneeg, November 1, 1999
    • 20 replies
    • 4k views
    • 
    • mbozek
    • March 7, 2010

17. The old retire, distribute, rehire sham

    By Randy Watson, July 19, 2005
    • 12 replies
    • 4k views
    • 
    • mbozek
    • July 19, 2005

18. Proper 1099R Box 7 distribution code following death of retiree

    By Guest Luke Bailey, October 1, 2003
    • 4 replies
    • 4k views
    • 
    • Guest
    • October 6, 2003

19. 1099-R - report when check issued or check received?

    By Guest Champ's Mom, February 19, 2009
    • 6 replies
    • 4k views
    • 
    • Guest
    • February 23, 2009

20. 401K loan in default & 1099-R Received

    By Tijuana, May 1, 2018
    • 18 replies
    • 3.9k views
    • 
    • Bird
    • June 18, 2018

21. Final 401(a)(9) Regs and Cont. Receivable

    By Guest pension222, March 4, 2004
    • 6 replies
    • 3.9k views
    • 
    • Guest
    • March 5, 2004

22. Non-spouse rollovers

    By Guest Sieve, January 6, 2009
    • 2 replies
    • 3.9k views
    • 
    • Guest
    • January 6, 2009

23. Terminate today, get my money, and hire me back tomorrow……

    By Guest Guest99, August 14, 2002
    • 12 replies
    • 3.9k views
    • 
    • david rigby
    • November 12, 2004

24. Rollover from Defined Benefit Plan to Defined Contribution Plan

    By Guest SCUDDESLER, September 10, 2001
    • 3 replies
    • 3.9k views
    • 
    • david rigby
    • September 10, 2001

25. Plan Rollovers by Estates to Inherited IRAs

    By Guest Bob:, September 12, 2013   

    • Estate
    • Rollover
    • (and 5 more)

      Tagged with:

      • Estate
      • Rollover
      • Inherited
      • IRA
      • Transfer
      • Direct
      • Qualified
    • 0 replies
    • 3.8k views
    • 
    • Guest
    • September 12, 2013