Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Notice to Participants of Interim Valuation

   By chris, March 12, 2001
   • 0 replies
   • 1.4k views
   • 
   • chris
   • March 12, 2001

2. loan repayments must be quarterly

   By Rai401k, November 27, 2013
   • 3 replies
   • 1.4k views
   • 
   • BG5150
   • November 27, 2013

3. buying a home thru esop

   By Guest wnibs, December 26, 2001
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • January 3, 2002

4. Over the 402g limit

   By CJS07, October 1, 2008
   • 1 reply
   • 1.4k views
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   • Guest
   • October 1, 2008

5. CA STATE WITHHOLDING vs. RESIDENCE

   By Guest RSNOW, December 4, 2002
   • 3 replies
   • 1.4k views
   • 
   • maverick
   • December 5, 2002

6. Loans from Retirement Plans and State Laws

   By Guest DennisT, October 22, 1999
   • 1 reply
   • 1.4k views
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   • Guest
   • October 25, 1999

7. How do you determine stock attribution held by a limited partnership?

   By Guest HelpMeHelpYou, July 6, 2005
   • 1 reply
   • 1.4k views
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   • R. Butler
   • July 11, 2005

8. Early loan payoff

   By Guest Melissa Winslow, April 27, 2000
   • 1 reply
   • 1.4k views
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   • Guest
   • April 27, 2000

9. Loans under the CARES Act

   By msmith, May 5, 2020
   • 13 replies
   • 1.4k views
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   • msmith
   • May 8, 2020

10. Corrected 1099-R

    By Susan S., May 23, 2012
    • 3 replies
    • 1.4k views
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    • Bill Presson
    • May 24, 2012

11. 1 day termination

    By Santo Gold, November 2, 2021
    • 8 replies
    • 1.4k views
    • 
    • imchipbrown
    • November 4, 2021

12. Spouse waive pension benefit

    By ombskid, August 27, 2008
    • 5 replies
    • 1.4k views
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    • Guest
    • August 27, 2008

13. Can a plan allow a participant to designate different beneficiaries fo

    By John A, May 8, 2001
    • 3 replies
    • 1.4k views
    • 
    • Everett Moreland
    • May 8, 2001

14. who gets the death benefit?

    By Santo Gold, September 12, 2011
    • 4 replies
    • 1.4k views
    • 
    • mbozek
    • September 13, 2011

15. minimum distributions for parents of 5% owners

    By Guest landgcpas, February 1, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 1, 2001

16. Withholding of monthly payments from defined contribution plan.

    By ljr, February 18, 2004
    • 6 replies
    • 1.4k views
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    • ljr
    • February 19, 2004

17. amoritization

    By Felicia, July 27, 2005
    • 2 replies
    • 1.4k views
    • 
    • No Name
    • July 27, 2005

18. 401(k) Loan - Borrow PRE or POST tax money?

    By John Olsen, March 12, 2000
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • March 20, 2000

19. death benefit to Estate

    By JulesInCNY, April 5, 2018   

    • death
    • estate
    • (and 3 more)

      Tagged with:

      • death
      • estate
      • beneficiary
      • rollover
      • inherited ira
    • 4 replies
    • 1.4k views
    • 
    • card
    • April 9, 2018

20. 60-day rollover period

    By Guest yukon, October 16, 2002
    • 2 replies
    • 1.4k views
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    • JanetM
    • October 17, 2002

21. Software--RMDs, etc.

    By lkpittman, September 12, 2000
    • 0 replies
    • 1.4k views
    • 
    • lkpittman
    • September 12, 2000

22. "Why isn't my loan balance still invested?"

    By RayRay, December 9, 2021
    • 7 replies
    • 1.4k views
    • 
    • acm_acm
    • January 3, 2022

23. plan loan statistics

    By Guest kfel, January 23, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 23, 2001

24. Business continues but in a new form

    By Oh so SIMPLE, June 14, 2010
    • 12 replies
    • 1.4k views
    • 
    • Guest
    • June 22, 2010

25. Can participant direct that her lump sum distribution be payable to a

    By R. Butler, May 17, 2001
    • 3 replies
    • 1.4k views
    • 
    • R. Butler
    • May 18, 2001

26. Minimum loan amount in loan policy

    By Guest Pat Metallic, December 20, 2001
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • December 20, 2001

27. EGTRRA - Elimination J&S and other optional forms

    By John A, July 12, 2001
    • 0 replies
    • 1.4k views
    • 
    • John A
    • July 12, 2001

28. RMD should have occured in the past...

    By doombuggy, April 28, 2005
    • 4 replies
    • 1.4k views
    • 
    • doombuggy
    • July 8, 2005

29. 2009 RMD Rollover

    By SMB, November 4, 2009
    • 3 replies
    • 1.4k views
    • 
    • masteff
    • November 17, 2009

30. Loan initiated at incorrect rate

    By Guest Holly Foster, December 20, 2008
    • 4 replies
    • 1.4k views
    • 
    • J Simmons
    • February 5, 2009

31. Distribution from US Plan to Former Participant who is now a Canadian

    By Guest ANNEBV, November 15, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 15, 2002

32. INternational taxation of 401K distributions

    By Guest joan sterling, January 21, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 21, 2002

33. Definition of Primary Residence for hardshp casualty loss--

    By jkharvey, March 6, 2015
    • 2 replies
    • 1.4k views
    • 
    • Peter Gulia
    • March 7, 2015

34. Must a RMD be withheld at termination and rollover?

    By K-t-F, June 29, 2015
    • 9 replies
    • 1.4k views
    • 
    • My 2 cents
    • June 29, 2015

35. Refresh my memory on a non-spouse beneficiary distribution.

    By Guest JPAdmin, February 19, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 19, 2002

36. Has anybody seen my basis?

    By Ervin Barham, August 26, 1999
    • 0 replies
    • 1.4k views
    • 
    • Ervin Barham
    • August 26, 1999

37. IRA aggregated with Qualified Plan for RMD

    By R. Butler, December 20, 2002
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • December 23, 2002

38. Required Minimum Dist from 457 and IRA

    By Guest joebert, September 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • September 15, 2000

39. Hardship

    By cdavis25, October 18, 2013
    • 2 replies
    • 1.4k views
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    • cdavis25
    • October 22, 2013

40. Defauled Loan To HCE with a Rollover Account

    By Guest merlin, May 3, 2004
    • 6 replies
    • 1.4k views
    • 
    • Belgarath
    • May 5, 2004

41. In service NR distribution

    By abanky, October 30, 2008
    • 4 replies
    • 1.4k views
    • 
    • ak2ary
    • November 3, 2008

42. rmd after rbd

    By Beemer, November 12, 2010
    • 2 replies
    • 1.4k views
    • 
    • Beemer
    • November 13, 2010

43. Death Benefits

    By Guest jetfaninmn, September 29, 2005
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • September 29, 2005

44. RMD for deceased participant

    By Santo Gold, February 1, 2013
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • February 1, 2013

45. 1 Year Wait to be Deemed a "Spouse"

    By ERISA1, October 23, 2013   

    • What Approach Are You Taking?
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • October 25, 2013

46. distribution to individual with no social security number

    By Santo Gold, December 4, 2013
    • 2 replies
    • 1.4k views
    • 
    • Peter Gulia
    • December 5, 2013

47. "Interest" During "Cure Period"

    By Guest cjk, March 31, 2003
    • 1 reply
    • 1.4k views
    • 
    • E as in ERISA
    • April 1, 2003

48. Beneficiaries for Survivor Annuities

    By Guest wwest, November 10, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 10, 1999

49. Paying out after-tax monies when taxable vs. non-taxable amounts canno

    By Guest Aaron K., February 1, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • February 1, 2001

50. QDRO/Earliest Retirement Age

    By KJohnson, August 1, 2005
    • 0 replies
    • 1.4k views
    • 
    • KJohnson
    • August 1, 2005