Distributions and Loans, Other than QDROs

4,166 topics in this forum

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

   By Guest Philly1, May 10, 1999
   • 0 replies
   • 1.5k views
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   • Guest
   • May 10, 1999

2. is this one loan or two??

   By maverick, August 5, 2002
   • 5 replies
   • 1.5k views
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   • actuarysmith
   • August 9, 2002

3. PPA Shrinks Pension?

   By Guest WantsToLearn, March 29, 2007
   • 3 replies
   • 1.5k views
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   • Mike Preston
   • March 30, 2007

4. Force out limits

   By K2retire, June 30, 2017   

   • force out
   • receivable
   • (and 1 more)

     Tagged with:

     • force out
     • receivable
     • system limitations
   • 11 replies
   • 1.5k views
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   • 401_noob
   • July 6, 2017

5. Withholding on non-5% owners

   By pbarrett, December 8, 1999
   • 1 reply
   • 1.5k views
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   • Dave Baker
   • December 8, 1999

6. Final Final Regulations - Variable Annuity Contracts

   By DTH, November 17, 2005
   • 0 replies
   • 1.5k views
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   • DTH
   • November 17, 2005

7. Qdro gone wrong, funds distributed incorrectly

   By Needhelp, May 16, 2020
   • 6 replies
   • 1.5k views
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   • char Nahashon
   • May 31, 2020

8. Can a money purchase plan offer loansor hardship withdrawals?

   By mal, February 4, 2005
   • 2 replies
   • 1.5k views
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   • mal
   • February 4, 2005

9. RMD Timing

   By Dougsbpc, January 17
   • 2 replies
   • 1.5k views
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   • CuseFan
   • January 22

10. Modifying Loan Policy

    By Randy Watson, November 16, 2004
    • 3 replies
    • 1.5k views
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    • QDROphile
    • December 1, 2004

11. Repayment of loan after termination of employee to avoid deemed distriution

    By rblum50, September 13, 2023
    • 5 replies
    • 1.5k views
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    • Peter Gulia
    • September 15, 2023

12. For minimum distribution, what date’s ownership counts to determine a 5%-owner?

    By Peter Gulia, August 15
    • 4 replies
    • 1.5k views
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    • Peter Gulia
    • August 16

13. Defined Benefit Plan RMD after death

    By Dougsbpc, July 21, 2009
    • 0 replies
    • 1.5k views
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    • Dougsbpc
    • July 21, 2009

14. Nua On Employer Stocks

    By Guest AFRICA6796, October 17, 2001
    • 2 replies
    • 1.5k views
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    • Appleby
    • October 19, 2001

15. New Bankruptcy Act

    By Randy Watson, July 28, 2005
    • 2 replies
    • 1.5k views
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    • Guest
    • August 2, 2005

16. Participant Loan s/h/b defaulted at termination but was not.

    By Guest Cliff Langwith, March 2, 2004
    • 2 replies
    • 1.5k views
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    • Guest
    • March 4, 2004

17. 401(a)(9) MRD

    By Guest D. Neuhauser, December 7, 2001
    • 1 reply
    • 1.5k views
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    • Belgarath
    • December 7, 2001

18. Participant Loan after Rehire

    By Susan S., November 16, 2023
    • 6 replies
    • 1.5k views
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    • Luke Bailey
    • November 18, 2023

19. RMDs due 4/1/02 - "old" rules or "new" rules?

    By John A, November 8, 2001
    • 3 replies
    • 1.5k views
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    • Mary Kay Foss
    • November 11, 2001

20. Participant awarded non-spousal pension by lying about being married; he's now dead and wife wants her spousal benefits

    By MEP, May 24, 2023   

    • fraud
    • 7 replies
    • 1.5k views
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    • MEP
    • May 25, 2023

21. plan loans

    By mbozek, March 7, 2002
    • 1 reply
    • 1.5k views
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    • Mike Preston
    • March 7, 2002

22. Reporting for Errant Distribution

    By mming, July 19, 2003
    • 3 replies
    • 1.5k views
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    • Lynn Campbell
    • July 21, 2003

23. 401k loan default questions.

    By larrybhunter, January 21, 2021
    • 5 replies
    • 1.5k views
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    • Bird
    • January 22, 2021

24. NonSpouse Beneficiary and PPA

    By Guest lvegas, October 16, 2006
    • 0 replies
    • 1.5k views
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    • Guest
    • October 16, 2006

25. Participant Loan Action Requested by Plan Sponsor

    By Dougsbpc, June 2
    • 9 replies
    • 1.5k views
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    • Artie M
    • June 3

26. Spousal Waiver

    By Guest lvegas, December 27, 2006
    • 1 reply
    • 1.5k views
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    • JanetM
    • December 27, 2006

27. Minimimum Distribution Requirements - IRA and 403b

    By richard, July 23, 1999
    • 1 reply
    • 1.5k views
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    • Tom Poje
    • July 23, 1999

28. RMD v In-Service Non-Owner

    By Lou S., February 12, 2014
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • February 12, 2014

29. QJSA Requirements

    By Guest kowen, August 28, 2001
    • 0 replies
    • 1.5k views
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    • Guest
    • August 28, 2001

30. Distribution from DB

    By Randy Watson, May 3, 2006
    • 5 replies
    • 1.5k views
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    • Randy Watson
    • May 24, 2006

31. Loans after Default

    By Stash026, May 30, 2019
    • 7 replies
    • 1.5k views
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    • Luke Bailey
    • June 17, 2019

32. Resuming MRD after termination

    By Dawn Hafner, December 9, 1999
    • 1 reply
    • 1.5k views
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    • bzorc
    • December 9, 1999

33. What happens to loan notes when a plan loan program terminates and all

    By Guest EMC, December 14, 2000
    • 3 replies
    • 1.5k views
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    • rcline46
    • December 15, 2000

34. Unabke to sign distribution paperwork

    By Guest bmurphy, June 14, 2002
    • 1 reply
    • 1.5k views
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    • mbozek
    • June 14, 2002

35. Distribution paid from wrong plan

    By Guest bmurphy, March 8, 2002
    • 2 replies
    • 1.5k views
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    • david rigby
    • March 9, 2002

36. Loan Interest Rate

    By oldman63, April 26, 2018
    • 8 replies
    • 1.5k views
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    • Larry Starr
    • April 30, 2018

37. Spousal Consent/loans

    By Guest lc, July 24, 2001
    • 1 reply
    • 1.5k views
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    • Appleby
    • July 26, 2001

38. Quick clarification on RMD after death of participant

    By jkharvey, January 29, 2013
    • 3 replies
    • 1.5k views
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    • ETA Consulting LLC
    • January 29, 2013

39. Elimination of 1099 Distribution Codes B and C

    By Guest BillRupp, July 22, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • July 22, 1999

40. Withholding Taxes On Low-Income Retiree

    By Guest SBlack, January 4, 2001
    • 6 replies
    • 1.5k views
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    • KIP KRAUS
    • January 5, 2001

41. Plan Loans - Corrections

    By Guest billyj, August 26, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 26, 2004

42. Participant without SSN

    By Gilmore, July 13, 2018
    • 12 replies
    • 1.5k views
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    • Gilmore
    • July 19, 2018

43. TEFRA 242(b) Election

    By 12AX7, January 24, 2012
    • 3 replies
    • 1.5k views
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    • ETA Consulting LLC
    • January 24, 2012

44. Same Desk Rule: tranfer from one subsidiary to another.

    By Guest RW, June 14, 2000
    • 1 reply
    • 1.5k views
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    • Guest
    • October 24, 2000

45. Handling Volumes of Phone Calls and Paper

    By Guest FREE401k, May 7, 2001
    • 2 replies
    • 1.5k views
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    • Guest
    • May 7, 2001

46. PPA Distribution Notices

    By Guest willz09, October 5, 2009
    • 1 reply
    • 1.5k views
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    • Bird
    • October 5, 2009

47. IRA Custodian Refuses to Correct

    By Guest cac1134, June 18, 2007
    • 5 replies
    • 1.5k views
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    • Appleby
    • June 18, 2007

48. electronic filing of 1099-R

    By Belgarath, April 9, 2002
    • 5 replies
    • 1.5k views
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    • Belgarath
    • April 16, 2002

49. Erroneous rollover

    By Belgarath, December 18, 2009
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • August 4, 2010

50. Excess Deferral Processed After 4/15

    By DTH, October 18, 2005
    • 0 replies
    • 1.5k views
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    • DTH
    • October 18, 2005