Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Non Qualified Annuity Stretch in Trust

   By Guest alfry, December 7, 2004
   • 2 replies
   • 4k views
   • 
   • Appleby
   • November 10, 2005

2. Non Required Minimum Distribution

   By DPSRich, May 13, 2020
   • 13 replies
   • 1.6k views
   • 
   • Luke Bailey
   • May 15, 2020

3. Non spousal Roth 401K Beneficiary question

   By Guest vinson7, August 31, 2009
   • 2 replies
   • 2.5k views
   • 
   • GMK
   • August 31, 2009

4. non spouse bene will not respond

   By hileman, November 4, 2019
   • 1 reply
   • 628 views
   • 
   • fmsinc
   • November 5, 2019

5. non spouse beneficiary rollover

   By k man, August 3, 2007
   • 4 replies
   • 1.7k views
   • 
   • John Feldt ERPA CPC QPA
   • August 6, 2007

6. Non-Bargaining to Barganing employment status change - what happens to

   By Guest snorthup, August 11, 2000
   • 3 replies
   • 1.6k views
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   • david rigby
   • August 18, 2000

7. Non-Participant Loan

   By Christine Roberts, November 9, 2000
   • 1 reply
   • 2.6k views
   • 
   • QDROphile
   • November 9, 2000

8. Non-PBGC DB Plan Closedown. Spouse won't sign. Company being acquired.

   By Guest_Question, December 11, 2023
   • 5 replies
   • 778 views
   • 
   • Peter Gulia
   • December 12, 2023

9. Non-Qual Plan: Payout of account upon same yr of death

   By 007inTraining, September 4, 2019
   • 1 reply
   • 448 views
   • 
   • Luke Bailey
   • September 6, 2019

10. Non-qualified variable annuites

    By Guest davet, February 6, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 6, 2002

11. Non-Resident Alien Distribution

    By Nassau, June 18, 2013
    • 1 reply
    • 1.3k views
    • 
    • BG5150
    • June 18, 2013

12. Non-Resident Withholding

    By Guest lvegas, December 9, 2005
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • December 14, 2005

13. Non-Spoosue Beneficiary Direct Rollovers

    By Guest PGH.ERISA, March 14, 2008
    • 1 reply
    • 1.4k views
    • 
    • DTH
    • March 20, 2008

14. Non-Spousal beneficiaries ability to transfer account balance to another qualified plan.

    By FundeK, January 13, 2004
    • 10 replies
    • 2.1k views
    • 
    • Belgarath
    • April 30, 2004

15. Non-spousal direct payment tax withholding?

    By pmacduff, July 29, 2008
    • 20 replies
    • 6k views
    • 
    • msimpson
    • November 17, 2009

16. Non-Spousal Rollovers

    By PJ2009, May 29, 2009
    • 1 reply
    • 951 views
    • 
    • PensionPro
    • May 30, 2009

17. Non-spouse beneficiaries

    By Santo Gold, March 13, 2007
    • 6 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • March 16, 2007

18. Non-spouse Beneficiary

    By Guest jefe96, May 24, 2007
    • 6 replies
    • 2.3k views
    • 
    • J Simmons
    • June 19, 2007

19. non-spouse beneficiary -reassign payment?

    By PFranckowiak, December 28, 2007
    • 6 replies
    • 1.9k views
    • 
    • jevd
    • December 31, 2007

20. Non-Spouse beneficiary & 401(a)(9)(B)(iii)(III)

    By Earl, June 12, 2002
    • 3 replies
    • 2k views
    • 
    • mbozek
    • June 13, 2002

21. Non-Spouse Beneficiary Distribution

    By Guest Donell, March 19, 2012
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • March 19, 2012

22. non-spouse beneficiary IRA to Plan OK?

    By Earl, June 8, 2017
    • 3 replies
    • 847 views
    • 
    • david rigby
    • June 8, 2017

23. Non-spouse beneficiary rollover

    By SMB, August 11, 2010
    • 3 replies
    • 1.2k views
    • 
    • My 2 cents
    • August 12, 2010

24. Non-spouse Beneficiary Rollover Option

    By Guest lynngov, August 29, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • August 29, 2007

25. Non-Spouse Beneficiary Rollovers

    By Guest IRISH79, April 25, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 25, 2007

26. Non-spouse Beneficiary rollovers

    By KJohnson, March 14, 2007
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • March 14, 2007

27. Non-spouse rollovers

    By Guest Sieve, January 6, 2009
    • 2 replies
    • 4.2k views
    • 
    • Guest
    • January 6, 2009

28. Non-taxable loan

    By mctoe, July 4, 2018
    • 20 replies
    • 2.1k views
    • 
    • mctoe
    • July 9, 2018

29. Non-US beneficiary

    By Santo Gold, September 14, 2022
    • 3 replies
    • 1k views
    • 
    • Santo Gold
    • September 15, 2022

30. Nonresident Alien Withholding - Effectively Connected Income

    By DTH, December 12, 2002
    • 9 replies
    • 2.5k views
    • 
    • mbozek
    • December 16, 2002

31. Nonspouse Beneficiary

    By Guest ccharper, June 22, 2007
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • August 7, 2007

32. Nonspouse Beneficiary

    By Guest sidalee1, August 29, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 29, 2008

33. NonSpouse Beneficiary and PPA

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

34. Nonspouse Beneficiary Direct Rollover

    By DTH, May 3, 2007
    • 3 replies
    • 1.8k views
    • 
    • gc@chimentowebb.com
    • November 2, 2007

35. Nonspouse Beneficiary Drirect Rollover

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

36. Nonspouse beneficiary of qualified plan and IRA rollover

    By Guest P Williamson, December 14, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 16, 2006

37. Nonspouse Direct Rollover to Inherited IRA

    By DTH, March 29, 2007
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • August 30, 2007

38. Nonspouse Rollover and 5 year rule

    By Guest Retirement4Life, September 5, 2007
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 5, 2007

39. Nonspouse Rollover and WRERA

    By RTK, November 6, 2009
    • 0 replies
    • 1.8k views
    • 
    • RTK
    • November 6, 2009

40. nonspouse rollover question

    By Earl, September 27, 2006
    • 3 replies
    • 1.5k views
    • 
    • Earl
    • September 27, 2006

41. NonSpouse Rollovers

    By Guest lvegas, December 28, 2007
    • 16 replies
    • 5.6k views
    • 
    • Guest
    • January 18, 2008

42. nontaxable portion of distribution

    By Guest KennyH, November 2, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 5, 2007

43. Normal Retirement

    By Guest RJF, August 28, 2006
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • August 30, 2006

44. Not a Sham Termination But Possibly an Issue

    By EPCRSGuru, April 17, 2014   

    • retroactive cancel of term.
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • April 17, 2014

45. Notary Required for Spouse Signature when taking a distribution?

    By Guest FREE401k, December 12, 2001
    • 12 replies
    • 27.4k views
    • 
    • Guest
    • December 13, 2001

46. Notary requirement for spousal consent on distribution form

    By NQS, June 23, 2010
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • June 23, 2010

47. Notice 2009-82

    By LIBERTYKID, September 25, 2009
    • 8 replies
    • 2k views
    • 
    • masteff
    • October 14, 2009

48. Notice 2020-23: all loan repayments on hold?

    By AlbanyConsultant, May 13, 2020
    • 12 replies
    • 1.8k views
    • 
    • Luke Bailey
    • May 14, 2020

49. Notice 2020-51 and Roth

    By Gruegen, June 29, 2020
    • 1 reply
    • 639 views
    • 
    • Belgarath
    • July 1, 2020

50. Notice 2022-53

    By Bird, October 13, 2022
    • 2 replies
    • 594 views
    • 
    • Bird
    • October 13, 2022