Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Any possible fix to this loan in default?

   By Blinky the 3-eyed Fish, May 30, 2017
   • 8 replies
   • 1.3k views
   • 
   • Kevin C
   • June 12, 2017

2. Modifications to Substantially Equal Periodic Payments

   By Felicia, February 4, 2005
   • 2 replies
   • 1.3k views
   • 
   • Kirk Maldonado
   • February 6, 2005

3. New edition of book for participants from International Foundation of

   By Dave Baker, July 19, 2000
   • 0 replies
   • 1.3k views
   • 
   • Dave Baker
   • July 19, 2000

4. Trying to keep participant from defaulting on loans..

   By Guest Sara H, September 22, 2009
   • 5 replies
   • 1.3k views
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   • Guest
   • September 23, 2009

5. hardship for "casualty loss" three years ago

   By AlbanyConsultant, June 24, 2014
   • 5 replies
   • 1.3k views
   • 
   • Guest
   • July 3, 2014

6. Loan to 10% Partner Still a PT?

   By Christine Roberts, January 20, 2004
   • 2 replies
   • 1.3k views
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   • Christine Roberts
   • January 20, 2004

7. Beneficiary Designations

   By Guest kbs, September 25, 2005
   • 2 replies
   • 1.3k views
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   • Guest
   • September 25, 2005

8. Death after failure to take RMD

   By PMC, July 25, 2006
   • 1 reply
   • 1.3k views
   • 
   • jpod
   • July 25, 2006

9. Distribution Notice and Option Forms

   By Guest cjk, May 21, 2002
   • 1 reply
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • May 21, 2002

10. Death Distribution

    By Guest Lex, July 23, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • July 23, 2002

11. to RMD or to not RMD?

    By Lori H, October 22, 2013
    • 2 replies
    • 1.3k views
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    • Bird
    • October 23, 2013

12. Alternate payee rights already having QDRO filed in court

    By kratermagee, March 11, 2016
    • 8 replies
    • 1.3k views
    • 
    • ForksnKnives
    • April 7, 2016

13. Loan Repayment Frequency

    By Stash026, September 17, 2018
    • 3 replies
    • 1.3k views
    • 
    • Pam Shoup
    • September 19, 2018

14. How to distribute deceased part's acct. to beneficiary in BWI

    By Kathy, September 10, 2004
    • 3 replies
    • 1.3k views
    • 
    • Kathy
    • September 27, 2004

15. deferred shares

    By Guest rrkluchki, November 6, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 6, 2006

16. 1099 Filing Deadline

    By KateSmithPA, January 7, 2010
    • 3 replies
    • 1.3k views
    • 
    • KateSmithPA
    • January 8, 2010

17. terminating a plan's loan policy

    By Guest Pat Metallic, November 29, 2001
    • 1 reply
    • 1.3k views
    • 
    • Alan Simpson
    • November 29, 2001

18. Spouse MIA can she name a different beneficiary?

    By Guest EricWings, March 12, 2008
    • 3 replies
    • 1.3k views
    • 
    • GMK
    • March 13, 2008

19. Options for spousal beneficiary after minimum distributions have begun

    By Richard Anderson, March 28, 2001
    • 0 replies
    • 1.3k views
    • 
    • Richard Anderson
    • March 28, 2001

20. Missing Participants

    By J2D2, November 6, 2002
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • November 6, 2002

21. Do you recommend allowing participants to pay-off defaulted loans usin

    By Guest Frank Jackson, June 8, 2000
    • 1 reply
    • 1.3k views
    • 
    • pjkoehler
    • June 8, 2000

22. Nonspouse Beneficiary Drirect Rollover

    By DTH, May 2, 2007
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • May 3, 2007

23. Loan from basically a dormant plan

    By R. Butler, July 3, 2014
    • 6 replies
    • 1.3k views
    • 
    • Bird
    • July 7, 2014

24. Forced cash outs...

    By Guest RONNIE WASEL, June 13, 2003
    • 2 replies
    • 1.3k views
    • 
    • R. Butler
    • June 13, 2003

25. 3 loans, so one has to go

    By Guest Iwonder, July 19, 2007
    • 3 replies
    • 1.3k views
    • 
    • rcline46
    • July 23, 2007

26. Loan: buying out interest in principal residence?

    By Guest RWC, August 16, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 16, 2001

27. Documentation for Loan on Principal Residence

    By Guest moore63, July 13, 2005
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • July 14, 2005

28. Participant dies before RBD with daughter as sole beneficiary

    By dmb, December 22, 2003
    • 3 replies
    • 1.3k views
    • 
    • FundeK
    • December 23, 2003

29. Small Amount Distributions

    By Lori H, September 27, 2010
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • November 2, 2010

30. Death Benefit Distribution options for non-spouse beneficiary.

    By Guest Mike Visse, May 17, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 17, 2000

31. Retaining The Tax-Deferral by Non-Spouse Beneficiaries

    By jlf, December 4, 2000
    • 0 replies
    • 1.3k views
    • 
    • jlf
    • December 4, 2000

32. Rolling over loans to new plan

    By Lori H, May 26, 2016
    • 8 replies
    • 1.3k views
    • 
    • ESOP Guy
    • June 24, 2016

33. Plan Loan to Partner

    By SMB, December 5, 2000
    • 0 replies
    • 1.3k views
    • 
    • SMB
    • December 5, 2000

34. 1099-R filed twice

    By Santo Gold, February 1, 2007
    • 0 replies
    • 1.3k views
    • 
    • Santo Gold
    • February 1, 2007

35. incorrect payouts and plan is terminated

    By Guest dubya, December 11, 2001
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • December 11, 2001

36. Altering substantially equal payments.

    By katieinny, August 13, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • August 14, 2002

37. Changing Substantially Equal Pmts

    By Guest rickw, December 30, 2002
    • 8 replies
    • 1.3k views
    • 
    • Appleby
    • January 3, 2003

38. 3 outstanding loans and policy permits a max. of 2

    By Guest Iwonder, December 4, 2008
    • 6 replies
    • 1.3k views
    • 
    • BG5150
    • December 4, 2008

39. what year to report dist on 1099?

    By Guest greggi39, January 13, 2004
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • January 14, 2004

40. RMD & Charitable Rollovers

    By DP, October 29, 2007
    • 2 replies
    • 1.3k views
    • 
    • DP
    • October 29, 2007

41. Post-EGTRRA Death Benefit when spouse is in same plan as participant?

    By John A, November 20, 2001
    • 0 replies
    • 1.3k views
    • 
    • John A
    • November 20, 2001

42. Routing Numbers

    By Guest mikeak, August 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • E as in ERISA
    • August 21, 2002

43. 945 PTIN

    By Zoey, October 1, 2011
    • 0 replies
    • 1.3k views
    • 
    • Zoey
    • October 1, 2011

44. Revoking a TEFRA 242(b) election

    By TPATC, May 30, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • May 31, 2012

45. 8-11-99 "How Much Can You Afford to Spend" by: Scott Burns

    By jlf, August 11, 1999
    • 0 replies
    • 1.3k views
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    • jlf
    • August 11, 1999

46. Rollover into plan includes employer stock

    By Bird, August 17, 2010
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • August 25, 2010

47. Defaulted loan

    By Guest MNR, December 10, 2002
    • 3 replies
    • 1.3k views
    • 
    • pmacduff
    • December 10, 2002

48. Termed Plan - trying to pay out remaining participants

    By Guest bmurphy, September 25, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • September 25, 2002

49. Minimum Dist question

    By Earl, February 3, 2004
    • 2 replies
    • 1.3k views
    • 
    • Earl
    • February 4, 2004

50. Loans--Death

    By Felicia, January 24, 2003
    • 2 replies
    • 1.3k views
    • 
    • RTK
    • January 27, 2003