Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Plan Termination with Deceased Participant (No Bene)

   By Guest Marianne, October 3, 2011
   • 1 reply
   • 1.3k views
   • 
   • mbozek
   • October 3, 2011

2. Death Distribution w/ No Beneficiary, No Spouse, No Estate?

   By Guest Dan Gomez, December 19, 2003
   • 1 reply
   • 1.3k views
   • 
   • mbozek
   • December 19, 2003

3. Force out a participant who has a loan balance?

   By doombuggy, September 1, 2004
   • 2 replies
   • 1.3k views
   • 
   • E as in ERISA
   • September 1, 2004

4. mandatory withholding

   By Guest mikeak, June 6, 2003
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • June 6, 2003

5. Security For Plan Loan

   By chris, March 31, 2003
   • 3 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • March 31, 2003

6. Distribution Option Requirements

   By Archimage, June 7, 2002
   • 2 replies
   • 1.3k views
   • 
   • Archimage
   • June 7, 2002

7. Two Plans - Loan Limit Question

   By L_Ann_F, May 8, 2013   

   • Loan Limits
   • Two Plans
   • (and 2 more)

     Tagged with:

     • Loan Limits
     • Two Plans
     • Money Purchase
     • 401K
   • 2 replies
   • 1.3k views
   • 
   • L_Ann_F
   • May 8, 2013

8. Rollover of employee contributions?

   By Guest mikeak, May 14, 2004
   • 3 replies
   • 1.3k views
   • 
   • mbozek
   • May 14, 2004

9. I need a Primer on taxation of defaulted loans.

   By Guest PLHart, March 10, 2000
   • 1 reply
   • 1.3k views
   • 
   • Michael Devault
   • March 11, 2000

10. Aggregation of Qualified Plan and IRA for RMD purposes?

    By Guest dory, August 29, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • August 30, 2002

11. Maximum loan availability

    By Guest susa, March 4, 2003
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • March 5, 2003

12. NRA and Distributions

    By SEM, March 12, 2020
    • 7 replies
    • 1.3k views
    • 
    • Larry Starr
    • April 14, 2020

13. 945 ISSUES

    By Guest North Meets South, April 14, 2009
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • April 15, 2009

14. Required Beginning Date for Terminated Participant in DB Plan

    By Guest HarveyC, February 6, 2003
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • February 6, 2003

15. Relative Value Statements - do Single participants or MRD's get them?

    By Guest crosseyetester, November 30, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 30, 2006

16. changing involuntary distribution amount

    By Santo Gold, January 14, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 14, 2009

17. 5 percent owner rule for RMDs

    By Nassau, April 15, 2014
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • April 16, 2014

18. Controlled Group terminates one business and reteins the other two, can the terminated employees keep money in the remaining plan?

    By Guest jsample, October 16, 2003
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • November 5, 2003

19. Laid Off

    By Guest Rutager, January 6, 2009
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • January 6, 2009

20. In a DC with lump sum only, may the distribution election/consent form

    By Guest LMalone, June 28, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 28, 2000

21. Loan reamortize new provider

    By R. Butler, March 14, 2013
    • 7 replies
    • 1.3k views
    • 
    • BG5150
    • March 15, 2013

22. Death of Participant - No benficiary form

    By Vlad401k, May 6, 2015
    • 9 replies
    • 1.3k views
    • 
    • jpod
    • May 6, 2015

23. Beneficiary found check issued years ago, what to do?

    By FundeK, March 31, 2005
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • April 5, 2005

24. Help to determine the RBD..

    By Guest KAGrist, February 19, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 19, 2002

25. Disability Benefits (taxation)

    By Guest RSNOW, August 22, 2003
    • 3 replies
    • 1.3k views
    • 
    • Everett Moreland
    • August 28, 2003

26. State withholding on minimum distributions

    By Guest terric, November 30, 2004
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • November 30, 2004

27. Final Loan Regulations

    By jala, September 19, 2005
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • September 20, 2005

28. Auto Rollover available?

    By Sully, November 18, 2010
    • 2 replies
    • 1.3k views
    • 
    • justanotheradmin
    • November 8, 2013

29. Loans in balanced forward plan

    By rlb64, March 27, 2006
    • 1 reply
    • 1.3k views
    • 
    • stephen
    • March 28, 2006

30. Puerto Rican reporting

    By Guest, April 7, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 7, 2000

31. 242(b) election and RMD

    By thepensionmaven, March 16, 2014   

    • RMD with 242(b)
    • 2 replies
    • 1.3k views
    • 
    • My 2 cents
    • March 17, 2014

32. Inservice after Loan

    By PFranckowiak, September 5, 2008
    • 1 reply
    • 1.3k views
    • 
    • PFranckowiak
    • September 5, 2008

33. Designated Beneficiary

    By Randy Watson, May 12, 2006
    • 3 replies
    • 1.3k views
    • 
    • RTK
    • May 12, 2006

34. RMD

    By CJS07, December 6, 2011
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • December 6, 2011

35. Age 59 1/2 and monthly payments

    By Guest Nineteen, January 7, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • January 7, 2005

36. Converting loan under old rules to loan under current rules?

    By John A, October 11, 1999
    • 0 replies
    • 1.3k views
    • 
    • John A
    • October 11, 1999

37. Spousal Consetn

    By Guest Mike Schwing, June 25, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 25, 2003

38. MRD & Form of Benefit

    By Guest crosseyetester, January 6, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 12, 2006

39. Death Benefits and Outstanding Loans

    By jaxon1225, June 6, 2006
    • 3 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • June 7, 2006

40. ira distribution

    By Guest program, September 2, 2002
    • 3 replies
    • 1.3k views
    • 
    • Mary Kay Foss
    • September 5, 2002

41. Distribution to Non-spouse Beneficiary

    By mming, November 28, 2007
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • November 29, 2007

42. Old fashioned loan accounting

    By Guest tmills, April 30, 2014
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • May 30, 2014

43. Rollover Distribution to an IRA

    By betheeg, September 14, 2006
    • 1 reply
    • 1.3k views
    • 
    • jevd
    • September 14, 2006

44. 10 year averaging question....

    By Guest mab, January 3, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 3, 2005

45. Min Dist and Multiple Beneficiaries

    By Guest jmurph, September 13, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 13, 1999

46. RMD in first year of DB plan

    By SoCalActuary, June 23, 2005
    • 2 replies
    • 1.3k views
    • 
    • rcline46
    • June 23, 2005

47. Lump Sum payment - 100% witholding

    By Guest RJM, April 1, 2004
    • 3 replies
    • 1.3k views
    • 
    • Harwood
    • April 1, 2004

48. 1099-R for defaulted DB loan

    By emmetttrudy, January 23, 2014
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • January 23, 2014

49. Tax Withholding from payment to deceased's estate

    By flosfur, March 22, 2008
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • March 22, 2008

50. hardship and natural disaster

    By Guest quinn the car fixer, September 9, 2004
    • 6 replies
    • 1.3k views
    • 
    • four01kman
    • September 10, 2004