Distributions and Loans, Other than QDROs

4,167 topics in this forum

1. Are MRD elections still necessary

   By Guest crosseyedtester, December 9, 2004
   • 2 replies
   • 1.1k views
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   • Belgarath
   • December 16, 2004

2. Deceased Key employee whose non-spousal beneficiary is a participant in the plan

   By Dan, December 14, 2004
   • 1 reply
   • 1.2k views
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   • Ron Snyder
   • December 14, 2004

3. ERISA, STATUTE OF LIMITATIONS

   By Guest ericdavis009, December 13, 2004
   • 5 replies
   • 1.8k views
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   • GBurns
   • December 13, 2004

4. Death Distribution to non-spouse beneficiary

   By Guest curmudgeon, December 3, 2004
   • 4 replies
   • 1.4k views
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   • rlb64
   • December 13, 2004

5. In-Service Distributions and Top Heavy Testing

   By Guest LHart, December 10, 2004
   • 2 replies
   • 1.9k views
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   • Guest
   • December 10, 2004

6. Distribution to Beneficiary of Non-Spouse Beneficiary

   By Guest wayneiser, November 10, 2004
   • 3 replies
   • 1.2k views
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   • jevd
   • December 8, 2004

7. Mandatory rollovers under 2550.404a-2

   By Belgarath, December 7, 2004
   • 5 replies
   • 1.7k views
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   • mbozek
   • December 8, 2004

8. Distribution from IRA as a result of a divorce

   By Guest pete30075, December 3, 2004
   • 5 replies
   • 1.8k views
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   • mbozek
   • December 6, 2004

9. Historical Applicable Federal Rates

   By Guest TheBadger, December 5, 2004
   • 2 replies
   • 2k views
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   • GBurns
   • December 5, 2004

10. Modifying Loan Policy

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

11. RMDs not taken due to family attribution error

    By Guest ChopperPilot, December 1, 2004
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 1, 2004

12. Distribution -- Installment Payments

    By Archimage, November 29, 2004
    • 5 replies
    • 1.5k views
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    • FundeK
    • December 1, 2004

13. State withholding on minimum distributions

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

14. Distribution of a Deemed distribution

    By Guest chris4013, November 25, 2004
    • 1 reply
    • 1.4k views
    • 
    • Ron Snyder
    • November 26, 2004

15. In service withdrawal for 72 year old?

    By Guest mpark, November 24, 2004
    • 3 replies
    • 1.5k views
    • 
    • WDIK
    • November 24, 2004

16. Can Terminated Participant Change Mind about Deferring Money Purchase Benefit

    By Guest 2stressed, November 24, 2004
    • 1 reply
    • 1k views
    • 
    • Lame Duck
    • November 24, 2004

17. Interpretation of bene des

    By Bird, November 19, 2004
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • November 24, 2004

18. 1099-R coding for death distributions

    By FundeK, November 22, 2004
    • 5 replies
    • 2.1k views
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    • Appleby
    • November 24, 2004

19. Timing of RBD due by 4/1/05

    By Guest mpark, November 23, 2004
    • 2 replies
    • 1.1k views
    • 
    • Lynn Campbell
    • November 23, 2004

20. RMD, Plan Termination, Successor Employer

    By buckaroo, November 18, 2004
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • November 19, 2004

21. Automatic Rollover - Amounts under $1,000?

    By Guest ircreader, November 18, 2004
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • November 19, 2004

22. life expectancy option irrevocable or changeable

    By jane123, September 1, 2004
    • 8 replies
    • 1.5k views
    • 
    • Appleby
    • November 16, 2004

23. TEFRA 242(b) election

    By FundeK, November 16, 2004
    • 1 reply
    • 1.3k views
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    • JanetM
    • November 16, 2004

24. Annuity purchase to pay non spousal beneficiaries

    By Dan, November 12, 2004
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • November 16, 2004

25. Terminate today, get my money, and hire me back tomorrow……

    By Guest Guest99, August 14, 2002
    • 12 replies
    • 4.1k views
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    • david rigby
    • November 12, 2004

26. In-service withdrawal of employer contributions on account of hardship

    By SMB, November 11, 2004
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • November 11, 2004

27. Installments payments via in-service for an active participant?

    By FundeK, November 9, 2004
    • 2 replies
    • 1k views
    • 
    • Harwood
    • November 10, 2004

28. Hardship w/d for medical expense

    By chris, November 8, 2004
    • 1 reply
    • 2.7k views
    • 
    • GBurns
    • November 8, 2004

29. Distribution from a DB following attainment of NRA (as defined in the Plan) but while still employed

    By smm, November 8, 2004
    • 1 reply
    • 1.1k views
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    • Belgarath
    • November 8, 2004

30. Loan never defaulted, now wants new loan

    By Guest jvandyke, November 4, 2004
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • November 4, 2004

31. Death of Participant - Beneficiary Confusion

    By Guest xxiretirementservices, November 2, 2004
    • 4 replies
    • 1.5k views
    • 
    • mbozek
    • November 4, 2004

32. Status of loan when payments are withheld but not submitted

    By Guest MarthaAdmin, November 4, 2004
    • 1 reply
    • 998 views
    • 
    • mbozek
    • November 4, 2004

33. Discouraging Loans

    By KoolLady4, November 2, 2004
    • 7 replies
    • 1.4k views
    • 
    • WDIK
    • November 2, 2004

34. Defaulted Loan not reported

    By Guest MEWilson, November 1, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • November 2, 2004

35. Loan Fee

    By Guest tlc@cra, October 28, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • November 1, 2004

36. 100% withholding/missingparticipants

    By Guest jam10, March 22, 2002
    • 10 replies
    • 2.7k views
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    • R. Butler
    • November 1, 2004

37. RMD Optional?

    By Guest M. Martin, October 30, 2004
    • 1 reply
    • 1.1k views
    • 
    • imchipbrown
    • October 30, 2004

38. Any definite IRS authority on written amendment requirement for automatic rollover?

    By Guest LMalone, October 25, 2004
    • 9 replies
    • 1.5k views
    • 
    • smm
    • October 26, 2004

39. the $5,000 limit - guess we can't ignore rollovers now

    By JanetM, October 25, 2004
    • 2 replies
    • 1.2k views
    • 
    • JanetM
    • October 25, 2004

40. Charging for distribution packages

    By Guest curmudgeon, October 22, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • October 22, 2004

41. Minimum Required Distribution on After Tax Monies

    By Guest terric, October 22, 2004
    • 1 reply
    • 1k views
    • 
    • MGB
    • October 22, 2004

42. loans from DB plans

    By k man, October 19, 2004
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 22, 2004

43. involuntary cash outs - new rules - looking for input

    By JanetM, October 22, 2004
    • 0 replies
    • 1.5k views
    • 
    • JanetM
    • October 22, 2004

44. Distributions "in kind" of nonmarket assets

    By jkharvey, October 20, 2004
    • 3 replies
    • 1.3k views
    • 
    • jkharvey
    • October 20, 2004

45. Eliminating Loan Program to Allow Hardship One Year Amending to Allow Loans the Next Year

    By Guest 2stressed, October 19, 2004
    • 1 reply
    • 1.1k views
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    • rcline46
    • October 19, 2004

46. Timing of Dsitribution Issue...

    By chris, October 19, 2004
    • 0 replies
    • 994 views
    • 
    • chris
    • October 19, 2004

47. Spousal Consent exceptions?

    By Guest agordon, October 19, 2004
    • 4 replies
    • 2k views
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    • david rigby
    • October 19, 2004

48. Participant Loans and Involuntary Cash Out

    By Randy Watson, October 18, 2004
    • 2 replies
    • 1.4k views
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    • FundeK
    • October 19, 2004

49. Accepting loan payoff for a loan that should have been offset.

    By FundeK, October 13, 2004
    • 4 replies
    • 1.5k views
    • 
    • QDROphile
    • October 13, 2004

50. Loan default amount

    By Bird, October 12, 2004
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • October 12, 2004