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  1. 5 year repmt, practical considerations (5 replies)
  2. LRB calc date if MRD is > DOT (0 replies)
  3. Overpayments on Participant Distributions (6 replies)
  4. nontaxable portion of distribution (2 replies)
  5. Late Distributions from MPPP (5 replies)
  6. Accrued Contribs Included in Year-End Bal for RMD? (3 replies)
  7. Roth 401(k)/403(b) (1 reply)
  8. Nonspouse Beneficiary Direct Rollover (3 replies)
  9. profit sharing death benefits (6 replies)
  10. RMD (1 reply)
  11. 401(k) Rollovers to Roth IRA (1 reply)
  12. DC Participant Receiving RMDs Buys Annuity Contract (2 replies)
  13. RMD & Charitable Rollovers (2 replies)
  14. Beneficiary wants to keep money in plan (0 replies)
  15. Software for electronic filing of 1099R (3 replies)
  16. Consequences of a Failure to Defer Benefits (1 reply)
  17. Lost Participant Search (3 replies)
  18. Loans - Change in payroll frequency (0 replies)
  19. Overpayment of vested benefit to terminated participant (3 replies)
  20. Tax Withholding on ADP refund (1 reply)
  21. 1099R Code for return of contributions to DB plan (0 replies)
  22. Life Insurance Proceeds (6 replies)
  23. RMD - DB to DC and Off Calendar (0 replies)
  24. early retirement distribution (2 replies)
  25. RMD/Rollover Situation (1 reply)
  26. Loan taken before Plan adopted a loan policy (1 reply)
  27. After-tax Employee Contributions and Pre-tax Benefits (3 replies)
  28. Ineligible Rollover ? (11 replies)
  29. 1099-R forms for loan (6 replies)
  30. QJSA Elimination (8 replies)
  31. Hardship Distribution Determination (6 replies)
  32. RMD required? (1 reply)
  33. 401k Hardship Distribution (1 reply)
  34. Changing Distribution Elections Post-Commencement (3 replies)
  35. Nonspouse Rollover and 5 year rule (2 replies)
  36. State Tax withholding (7 replies)
  37. Nonspouse Direct Rollover to Inherited IRA (1 reply)
  38. Non-spouse Beneficiary Rollover Option (0 replies)
  39. RMD and rollover (8 replies)
  40. Hardship Distribution from ESOP (1 reply)
  41. Roth Rollover to Roth IRA in 2008 and 2009 snafu (2 replies)
  42. RMDs and After-Tax contributions (18 replies)
  43. Late required minimum distribution (1 reply)
  44. Beneficiary Rollovers (11 replies)
  45. Nonspouse Beneficiary (2 replies)
  46. Mandatory withholding spouse beneficiary (1 reply)
  47. non spouse beneficiary rollover (4 replies)
  48. Defaulted loan loses 4975(d)(1) prohibited transanction exemption? (3 replies)
  49. Principal Residence Loan #2 (6 replies)
  50. residential loan amortization (0 replies)
  51. RMD Requirements when participant can't be located (1 reply)
  52. In-Service Distributions? (0 replies)
  53. 3 loans, so one has to go (3 replies)
  54. Ineligible Hardship and No Suspension of Deferrals (8 replies)
  55. The end of the 8109? (6 replies)
  56. in-Service Withdrawal Employer Profit Sharing (1 reply)
  57. RMDs to non-employee elected officials? (0 replies)
  58. RMD & Death question (3 replies)
  59. Are non-owner rmd elections required? can they be changed? (0 replies)
  60. Congressional Authorization of Loans (401k/404c) (1 reply)
  61. Hardship - Buy-out Spouse Interest in Home (Divorce) (5 replies)
  62. Correction for 70-1/2 Rollover to IRA (3 replies)
  63. age 70-1/2 election form (2 replies)
  64. RMD age 70.5 (3 replies)
  65. Proper Tax Code to use for Loan Offset due to Disability (2 replies)
  66. Force out small balances (3 replies)
  67. loan default - 1099 (4 replies)
  68. In-Service Provision and Loans (2 replies)
  69. Loan in Default - 1099R question (1 reply)
  70. Loan in Default - accrued earnings (1 reply)
  71. Hardship qualification (2 replies)
  72. Death Benefits & REA & Terminated Vested participants (2 replies)
  73. Withholding on distribution to Estate (1 reply)
  74. Can small loan balances be written off? (1 reply)
  75. refinance (2 replies)
  76. 401k IRC 72p (7 replies)
  77. Prohibited Transaction ? (1 reply)
  78. Non-spouse Beneficiary (6 replies)
  79. 402(f) Tax Notice Including Roth 401(k) Discussion? (5 replies)
  80. IRA Custodian Refuses to Correct (5 replies)
  81. Participant in a coma (5 replies)
  82. Terminated Plan (2 replies)
  83. Authority to process distribs after resigning (1 reply)
  84. Excess Safe Hrabor Match (1 reply)
  85. Must spousal consent comply w/ Reg Z ? (0 replies)
  86. Disclaimed Death Benefit (1 reply)
  87. Death Benefit to Spouse (7 replies)
  88. QJSA (19 replies)
  89. Loan Interest Rates (2 replies)
  90. Redeposit of Stale Checks (1 reply)
  91. Number of loans (1 reply)
  92. Should we distribute? (2 replies)
  93. Hardship, distributed too much (4 replies)
  94. Federal tax withholding/945 reporting (2 replies)
  95. Involuntary cash-outs at latest commencement date? (3 replies)
  96. Nonspouse Beneficiary Drirect Rollover (3 replies)
  97. Minimum distribution IRA vs Profit Sharing Plan (2 replies)
  98. In-Service distributioin (8 replies)
  99. Rolling a loan into a plan that currently does not allow for loans (2 replies)
  100. Partial Termination/Interium Val for Distributions? (4 replies)
  101. Non-Spouse Beneficiary Rollovers (0 replies)
  102. Social Security Leveling Option (2 replies)
  103. Alternate Payee QDRO Question (8 replies)
  104. Loan refinance (1 reply)
  105. Spousal rollover from QP to inherited IRA (9 replies)
  106. Participant Loan 1999 (5 replies)
  107. Consent to Loan (2 replies)
  108. Distribution received 2007 and 2006 1099 reported (5 replies)
  109. Participant is 59.5... can he take dist? (1 reply)
  110. 10% early withdrawal penalty (2 replies)
  111. Can last year's distributions count towards 1st RMD? (3 replies)
  112. Works for Hospital... and own practice (2 replies)
  113. PPA Shrinks Pension? (3 replies)
  114. Force out distribution timing (3 replies)
  115. 2007 RMD's (2 replies)
  116. Exposure for Eliminating the QJSA Form of Benefit? (12 replies)
  117. First becoming a 5% owner after 70 1/2. (1 reply)
  118. undetermined amount needed for hardship (6 replies)
  119. 10-year averaging and Capital Gain Treatment (2 replies)
  120. Non-spouse beneficiaries (6 replies)
  121. Death before distributions begin (8 replies)
  122. Incoming rollover (9 replies)
  123. Non-spouse Beneficiary rollovers (1 reply)
  124. 77 year-old participant and no RMDs (0 replies)
  125. Installment Change (0 replies)
  126. ISW from Integrated Plan? (1 reply)
  127. Over 70 and a half, still working, wants a full dis'tn from account (5 replies)
  128. Diversification distribution from ESOP (1 reply)
  129. Correcting a defaulted loan (1 reply)
  130. changing repayment conditions for a loan rollover (0 replies)
  131. Tax Return Rejected due to EIN on 1099-R (5 replies)
  132. DC Plan Distribution Window (1 reply)
  133. Should Form 945 be filed showing $0? (4 replies)
  134. Death Benefit (0 replies)
  135. Rollover Q (0 replies)
  136. Intra controlled group transfer of account (5 replies)
  137. Minimum Age for inservice distributions (1 reply)
  138. Plan Loan -- Change from monthly payments to bi-weekly payments (3 replies)
  139. Minimum Distribution Adjustment (1 reply)
  140. Loan rollover to IRA (2 replies)
  141. Missed RMD... (5 replies)
  142. Conditions on a lump sum distribution (3 replies)
  143. RMD Rules (1 reply)
  144. Partial RMD (2 replies)
  145. $1500 distribution made to Active Participant w/out trustee authorization (4 replies)
  146. California Tax Form (2 replies)
  147. 1099-R filed twice (0 replies)
  148. Plan Loan - distribution following leave (0 replies)
  149. Mandatory Distributions (less than $1000) (1 reply)
  150. Hardship - In Service Distributions (1 reply)
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