Distributions and Loans, Other than QDROs

4,199 topics in this forum

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

   By Guest mpark, November 23, 2004
   • 2 replies
   • 1.4k views
   • 
   • Lynn Campbell
   • November 23, 2004

2. RMD, Plan Termination, Successor Employer

   By buckaroo, November 18, 2004
   • 1 reply
   • 1.9k views
   • 
   • Bird
   • November 19, 2004

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

   By Guest ircreader, November 18, 2004
   • 3 replies
   • 2k views
   • 
   • Guest
   • November 19, 2004

4. life expectancy option irrevocable or changeable

   By jane123, September 1, 2004
   • 8 replies
   • 1.9k views
   • 
   • Appleby
   • November 16, 2004

5. TEFRA 242(b) election

   By FundeK, November 16, 2004
   • 1 reply
   • 1.5k views
   • 
   • JanetM
   • November 16, 2004

6. Annuity purchase to pay non spousal beneficiaries

   By Dan, November 12, 2004
   • 1 reply
   • 1.3k views
   • 
   • mbozek
   • November 16, 2004

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

   By Guest Guest99, August 14, 2002
   • 12 replies
   • 4.6k views
   • 
   • david rigby
   • November 12, 2004

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

   By SMB, November 11, 2004
   • 1 reply
   • 1.5k views
   • 
   • WDIK
   • November 11, 2004

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

   By FundeK, November 9, 2004
   • 2 replies
   • 1.2k views
   • 
   • Harwood
   • November 10, 2004

10. Hardship w/d for medical expense

    By chris, November 8, 2004
    • 1 reply
    • 3k views
    • 
    • GBurns
    • November 8, 2004

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

    By smm, November 8, 2004
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • November 8, 2004

12. Loan never defaulted, now wants new loan

    By Guest jvandyke, November 4, 2004
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • November 4, 2004

13. Death of Participant - Beneficiary Confusion

    By Guest xxiretirementservices, November 2, 2004
    • 4 replies
    • 1.7k views
    • 
    • mbozek
    • November 4, 2004

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

    By Guest MarthaAdmin, November 4, 2004
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • November 4, 2004

15. Discouraging Loans

    By KoolLady4, November 2, 2004
    • 7 replies
    • 1.7k views
    • 
    • WDIK
    • November 2, 2004

16. Defaulted Loan not reported

    By Guest MEWilson, November 1, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • November 2, 2004

17. Loan Fee

    By Guest tlc@cra, October 28, 2004
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • November 1, 2004

18. 100% withholding/missingparticipants

    By Guest jam10, March 22, 2002
    • 10 replies
    • 3k views
    • 
    • R. Butler
    • November 1, 2004

19. RMD Optional?

    By Guest M. Martin, October 30, 2004
    • 1 reply
    • 1.2k views
    • 
    • imchipbrown
    • October 30, 2004

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

    By Guest LMalone, October 25, 2004
    • 9 replies
    • 1.7k views
    • 
    • smm
    • October 26, 2004

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

    By JanetM, October 25, 2004
    • 2 replies
    • 1.5k views
    • 
    • JanetM
    • October 25, 2004

22. Charging for distribution packages

    By Guest curmudgeon, October 22, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 22, 2004

23. Minimum Required Distribution on After Tax Monies

    By Guest terric, October 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • MGB
    • October 22, 2004

24. loans from DB plans

    By k man, October 19, 2004
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • October 22, 2004

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

    By JanetM, October 22, 2004
    • 0 replies
    • 1.7k views
    • 
    • JanetM
    • October 22, 2004

26. Distributions "in kind" of nonmarket assets

    By jkharvey, October 20, 2004
    • 3 replies
    • 1.4k views
    • 
    • jkharvey
    • October 20, 2004

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

    By Guest 2stressed, October 19, 2004
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • October 19, 2004

28. Timing of Dsitribution Issue...

    By chris, October 19, 2004
    • 0 replies
    • 1.2k views
    • 
    • chris
    • October 19, 2004

29. Spousal Consent exceptions?

    By Guest agordon, October 19, 2004
    • 4 replies
    • 2.3k views
    • 
    • david rigby
    • October 19, 2004

30. Participant Loans and Involuntary Cash Out

    By Randy Watson, October 18, 2004
    • 2 replies
    • 1.7k views
    • 
    • FundeK
    • October 19, 2004

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

    By FundeK, October 13, 2004
    • 4 replies
    • 1.7k views
    • 
    • QDROphile
    • October 13, 2004

32. Loan default amount

    By Bird, October 12, 2004
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • October 12, 2004

33. Rollover of after tax

    By Guest sritts, October 12, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 12, 2004

34. Distributions in a Small Medical Practice

    By DP, October 8, 2004
    • 10 replies
    • 1.6k views
    • 
    • R. Butler
    • October 11, 2004

35. loan admin fees

    By Santo Gold, October 8, 2004
    • 2 replies
    • 1.1k views
    • 
    • E as in ERISA
    • October 8, 2004

36. loan payments made through payroll deduction but employer failed to send payments to trust account

    By eilano, October 8, 2004
    • 2 replies
    • 1.4k views
    • 
    • Lori Friedman
    • October 8, 2004

37. State Tax Wihholding Requirments for Qualified and Nonqualified Retirement Plans

    By Guest cjk, October 7, 2004
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • October 7, 2004

38. Refinancing loans originally made for more than 5 years

    By kocak, October 7, 2004
    • 0 replies
    • 1.1k views
    • 
    • kocak
    • October 7, 2004

39. MRD for member of a control group

    By Guest sritts, October 7, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • October 7, 2004

40. 401(k) loan: participant defaults

    By k man, October 5, 2004
    • 5 replies
    • 1.5k views
    • 
    • R. Butler
    • October 5, 2004

41. State taxes

    By rcline46, September 29, 2004
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • September 29, 2004

42. Directors and employees receive distributions from N-Q Plan after retirement, W-2 or 1099R?

    By Guest Lisha, September 12, 2004
    • 8 replies
    • 2.1k views
    • 
    • Lori Friedman
    • September 28, 2004

43. Safe Harbor suspension period

    By FundeK, September 27, 2004
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 28, 2004

44. 1099's/with holding not done on distributions.

    By Lori H, September 27, 2004
    • 5 replies
    • 1.4k views
    • 
    • pmacduff
    • September 28, 2004

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

    By Kathy, September 10, 2004
    • 3 replies
    • 1.5k views
    • 
    • Kathy
    • September 27, 2004

46. Forfeitures to reduce employer non-elective contribution

    By MarZDoates, September 27, 2004
    • 1 reply
    • 2k views
    • 
    • KJohnson
    • September 27, 2004

47. Disregarding rollover in determining < $5,000 balance for forced payout.

    By MarZDoates, September 27, 2004
    • 3 replies
    • 1.9k views
    • 
    • Harwood
    • September 27, 2004

48. Plan and Loan Note Conflict, Which Controls?

    By Alf, September 24, 2004
    • 4 replies
    • 1.3k views
    • 
    • Alf
    • September 27, 2004

49. Delegating Loan Administration -- Foolish?

    By sloble@crowleyfleck.com, September 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • R. Butler
    • September 24, 2004

50. Plan Termination and Outstanding Loan

    By DP, September 20, 2004
    • 7 replies
    • 1.8k views
    • 
    • Bird
    • September 23, 2004