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  1. refunds paid by participant - IRS 1099R (0 replies)
  2. state of michigan pension rules (3 replies)
  3. When to start repaying a loan (1 reply)
  4. Handling distribution checks - bonding or fiduciary issues? (0 replies)
  5. Required Minimum Distribution (1 reply)
  6. 1099-R ESOP diversification distribution (2 replies)
  7. Trust as a Payee (0 replies)
  8. In Service Distribution (17 replies)
  9. minimum distribution needed? (1 reply)
  10. Inherited IRA (6 replies)
  11. Failure to issue 1099s (1 reply)
  12. Life of the Participant (1 reply)
  13. RMD applicable balance for terminee prior to contribution deposit (0 replies)
  14. KETRA (0 replies)
  15. Section 845 of '06 Pension Protection Act (1 reply)
  16. Distribution to spouse of dec'd participant (2 replies)
  17. DB RMD (5 replies)
  18. Required distributions in a 401(k) plan (11 replies)
  19. Spousal Waiver (1 reply)
  20. early payments on a loan (4 replies)
  21. TEFRA 242(b) issue (3 replies)
  22. 1099-R Code / Minimum Distribution? (3 replies)
  23. Nonspouse beneficiary of qualified plan and IRA rollover (1 reply)
  24. Remove hardship from plan (7 replies)
  25. RMDs where spousal beneficiary dies (0 replies)
  26. RMDs (5 replies)
  27. 2005 money returned - employee not eligible yet (1 reply)
  28. Loans and death (3 replies)
  29. Relative Value Statements - do Single participants or MRD's get them? (0 replies)
  30. Return of Hardship Distribution (10 replies)
  31. Need clarification on RMD for deceased participant (3 replies)
  32. Missing Participants (7 replies)
  33. Death of a terminated vested participant under age 55 (1 reply)
  34. in-service non hardship distributions (3 replies)
  35. 2 plans... one an owner.. one an employee (1 reply)
  36. Stopping RMDs (1 reply)
  37. Distribution in excess of vested account balance (1 reply)
  38. death of participant with no beneficiary form (2 replies)
  39. Flood relief legislation? (1 reply)
  40. Distributions in a Formal Plan Termination (1 reply)
  41. Missing participants who have left the country (5 replies)
  42. Death Distribution (0 replies)
  43. Gift to University (2 replies)
  44. Loan Documentation w/out Administrator -- Profit Sharing Plan -- 1-person company (2 replies)
  45. deferred shares (2 replies)
  46. Confusion on 401k rollover limitations... (0 replies)
  47. Actuarial Adjustments (2 replies)
  48. RMD (2 replies)
  49. Loan not paid from payroll (2 replies)
  50. RMD taxability (2 replies)
  51. RMDs and Plan's Form of Payment (1 reply)
  52. 72(t) periodic payments (0 replies)
  53. Changing the terms of the loan policy (1 reply)
  54. Distribution to Beneficiary (5 replies)
  55. Prohibited Transaction (1 reply)
  56. Rollover issue (1 reply)
  57. corrective distributions under ppa (0 replies)
  58. paying off a deemed loan (1 reply)
  59. Modification of loans (0 replies)
  60. NonSpouse Beneficiary and PPA (0 replies)
  61. Rollover to a Roth IRA (2 replies)
  62. Multiple Employer Plan (2 replies)
  63. Loan Refinance (2 replies)
  64. Defaulted Loan & 1099 (2 replies)
  65. distribution fees (3 replies)
  66. nonspouse rollover question (3 replies)
  67. Pension Payout (9 replies)
  68. Life Insurance and RMD (1 reply)
  69. Truth in lending disclosure (2 replies)
  70. Missed Notice on Loan (3 replies)
  71. Loan (1 reply)
  72. Rollover Distribution to an IRA (1 reply)
  73. Death benefits - Non-spousal beneficiaries (2 replies)
  74. Moved to another message board: Distribution from annuity to non-spousal beneficiary (-- replies)
  75. Overpayment of lump sum payment from DB plan (2 replies)
  76. spousal consent on a loan (3 replies)
  77. Outstanding 401(k) Loan when Participant Dies (0 replies)
  78. loan rollover (8 replies)
  79. Roth RMD (1 reply)
  80. Normal Retirement (3 replies)
  81. Allocate LOSS to after-tax contributions (3 replies)
  82. Distributions From Worthless Account - How To Document (2 replies)
  83. Infrequent dists... small plans...EFTPS.... (1 reply)
  84. Found Asset in termed PS Plan (1 reply)
  85. Hardship Distribution - Primary Residence (3 replies)
  86. Pension Protection Act and Non-Spouse Beneficiary (1 reply)
  87. Automatic Rollovers (1 reply)
  88. Loan for Bankrupt Participant (7 replies)
  89. Minimum Distribution to Parent of Owner (1 reply)
  90. Loan or prohibited transaction (3 replies)
  91. Unrequested distribution made - who is responsible? (5 replies)
  92. In Service Distributions and Loans (1 reply)
  93. Pension Bill/ Non-Spouse Beneficiary (1 reply)
  94. Forgotten 1099 (8 replies)
  95. Distribution From Multiemployer plan (4 replies)
  96. Dist Processing Fees (0 replies)
  97. RMDs and Plan Terminations (6 replies)
  98. Participant loan -- deemed distribution (2 replies)
  99. Loan Rollover (2 replies)
  100. Death after failure to take RMD (1 reply)
  101. Deceased Participant With Outstanding Loan (1 reply)
  102. Which tax form to use (2 replies)
  103. alternate payee beneficiary (11 replies)
  104. 70 1/2 Required Minimum Distribution (3 replies)
  105. Distribution... protection? (9 replies)
  106. Election Change (0 replies)
  107. TEFRA Notices (2 replies)
  108. Loans before level amortization required? (5 replies)
  109. EGTRRA change (0 replies)
  110. Uncashed/stale-dated checks to be returned to Trust assets (21 replies)
  111. RMD... Bene a Trust (4 replies)
  112. plan termination and distributions (1 reply)
  113. Rollover from DC Plan to DB Plan (0 replies)
  114. Newly terminated single participant dies before lump sum (3 replies)
  115. QDRO (1 reply)
  116. Distribution Made Prior to Document Payout Date (1 reply)
  117. How to proceed when distributions taken but not allowed (1 reply)
  118. Distributions after the later of Age 62 or NRA... (0 replies)
  119. Documenting Hardship for Next 12 Months of Education Expenses (1 reply)
  120. How Much Security for Loans - (1 reply)
  121. Distribution from DC Plan Prior to Payout Date (0 replies)
  122. spousal consent needed for hardship? (1 reply)
  123. Death Benefits and Outstanding Loans (3 replies)
  124. Who is responsible to deem a participant loan? (11 replies)
  125. State withholding (5 replies)
  126. Withholding by state (1) after moving to state (2) - 10 year rule? (5 replies)
  127. No spousal consent in PS/401(k) Plans... (9 replies)
  128. Distribution from DB (5 replies)
  129. Distribution from a Defined Benefit Plan with insurance (12 replies)
  130. Loan from 401(k) Plan to participant on Disablility (8 replies)
  131. Plan Termination and the distribution (11 replies)
  132. Loans (2 replies)
  133. Designated Beneficiary (3 replies)
  134. RMD in years following death of participant (4 replies)
  135. No beneficiary (9 replies)
  136. Loan Interest Rates (1 reply)
  137. Form of Loan Repayment (2 replies)
  138. 10% early withdrawl penalty (3 replies)
  139. loans:deemed distributions on a takeover plan (1 reply)
  140. 1099R for missing participant? (3 replies)
  141. Ineligible Deferrals (3 replies)
  142. 1099-R J&S Distribution Code (1 reply)
  143. rmd for deceased participant (5 replies)
  144. terminated participant with loan (1 reply)
  145. Participant Loan Upon Plan Termination (4 replies)
  146. Participant with Loan on Leave of absence (3 replies)
  147. John Hancock distributions (5 replies)
  148. Annuities from a DC plan (0 replies)
  149. Loan from defunct P.C. (7 replies)
  150. Can a loan be rolled over? (8 replies)
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