Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Profit Sharing Plan - Participant Distribution Restricted to NRA - Oka

   By Guest glhotdog, July 16, 2002
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • July 17, 2002

2. Profit Sharing Plan distribution when participant has a life insurance

   By maverick, January 22, 2002
   • 12 replies
   • 3.6k views
   • 
   • Belgarath
   • February 4, 2002

3. Profit Sharing Plan RMD Calculation

   By rfahey, January 9, 2013
   • 3 replies
   • 2.7k views
   • 
   • Gary Lesser
   • January 10, 2013

4. Profit Sharing Plan with excess asset provision ( FIS)

   By VeryOldMan, December 10, 2021
   • 2 replies
   • 618 views
   • 
   • VeryOldMan
   • December 19, 2021

5. Profit Sharing Plans - Forfeiture of Small Balances

   By Guest Peter Riggins, January 9, 2001
   • 2 replies
   • 2k views
   • 
   • RCK
   • January 10, 2001

6. Profit-Sharing contribution followed by withdrawal

   By imchipbrown, August 7, 2014
   • 2 replies
   • 960 views
   • 
   • imchipbrown
   • August 7, 2014

7. Prohibited Distribution of Deferrals

   By Below Ground, April 20, 2009
   • 10 replies
   • 1.5k views
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   • Below Ground
   • April 22, 2009

8. Prohibited Transaction

   By chris, October 18, 2006
   • 1 reply
   • 1.5k views
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   • Peter Gulia
   • October 22, 2006

9. Prohibited Transaction ?

   By Guest AlyssaC, June 21, 2007
   • 1 reply
   • 1.2k views
   • 
   • wsp
   • June 21, 2007

10. Prohibited Transaction or Ordinary Loan Default?

    By Guest LHart, July 21, 2010
    • 0 replies
    • 906 views
    • 
    • Guest
    • July 21, 2010

11. Prohibited Transaction--or fixed by EGTRRA

    By Guest CRC02, May 29, 2002
    • 4 replies
    • 1.5k views
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    • imchipbrown
    • December 12, 2003

12. Prohibited Transaction?

    By mming, August 19, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 19, 2008

13. Proof for restricted loans???

    By heygents, February 12, 2014
    • 1 reply
    • 852 views
    • 
    • masteff
    • February 12, 2014

14. Proper 1099R Box 7 distribution code following death of retiree

    By Guest Luke Bailey, October 1, 2003
    • 4 replies
    • 4.2k views
    • 
    • Guest
    • October 6, 2003

15. Proper dist code

    By doombuggy, January 25, 2011
    • 1 reply
    • 1.2k views
    • 
    • ACox
    • January 25, 2011

16. Proper Employee Distribution

    By efinances, January 7, 2020
    • 8 replies
    • 1.6k views
    • 
    • fmsinc
    • January 9, 2020

17. Proper Interest rate for loan after a LOA

    By R. Butler, June 9, 2003
    • 3 replies
    • 1.9k views
    • 
    • QDROphile
    • June 9, 2003

18. Proper Tax Code to use for Loan Offset due to Disability

    By Bruddah Kimo, June 28, 2007
    • 2 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • June 29, 2007

19. Proper tax reporting of life insurance death benefit

    By Flyboyjohn, May 20, 2013
    • 4 replies
    • 1.6k views
    • 
    • rcline46
    • May 21, 2013

20. Proper Tax Year for Loan Default

    By Bruddah Kimo, January 9, 2008
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • January 9, 2008

21. Proposed MRD rules disclaimer.

    By Guest, March 12, 2001
    • 1 reply
    • 1.7k views
    • 
    • smm
    • March 13, 2001

22. Proposed Regulations Issued: Loans Made While a Deemed Distribution Lo

    By Dave Baker, August 1, 2000
    • 0 replies
    • 1.8k views
    • 
    • Dave Baker
    • August 1, 2000

23. Proposed Regulations Issued: Multiple Loans to a Plan Participant

    By Dave Baker, August 1, 2000
    • 6 replies
    • 2k views
    • 
    • k man
    • October 2, 2002

24. Proposed Regulations Issued: Participant Loan Refinancing Transactions

    By Dave Baker, August 1, 2000
    • 4 replies
    • 2.7k views
    • 
    • pjkoehler
    • August 9, 2000

25. Protected Benefit question

    By cpc0506, March 4, 2019
    • 2 replies
    • 466 views
    • 
    • Mike Preston
    • March 5, 2019

26. protected benefit?

    By K2retire, January 28, 2010
    • 4 replies
    • 2k views
    • 
    • Guest
    • January 29, 2010

27. Protected Benefit?

    By MarZDoates, January 8, 2013
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • January 8, 2013

28. Protected Benefits

    By Guest SSL, September 30, 2009
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • November 6, 2009

29. Protected form of distribution?

    By Randy Watson, November 7, 2011
    • 0 replies
    • 852 views
    • 
    • Randy Watson
    • November 7, 2011

30. Providing a QJ&S example

    By AlbanyConsultant, November 30, 2010
    • 1 reply
    • 885 views
    • 
    • Bird
    • November 30, 2010

31. PS Plan is issued a 1099-R

    By Santo Gold, February 3, 2009
    • 2 replies
    • 1.1k views
    • 
    • JanetM
    • February 3, 2009

32. PS-58's impact on rollovers

    By Santo Gold, January 16, 2009
    • 7 replies
    • 2k views
    • 
    • Bird
    • January 19, 2009

33. PS58 and MRD's

    By TBob, January 27, 2005
    • 2 replies
    • 1.6k views
    • 
    • TBob
    • January 28, 2005

34. PS58 part of RMD?

    By drakecohen, May 26, 2016
    • 3 replies
    • 827 views
    • 
    • CMarkB
    • May 26, 2016

35. PT loans, Form 5330, statute of limitations

    By wvbeachgirl, October 16, 2014
    • 0 replies
    • 1.2k views
    • 
    • wvbeachgirl
    • October 16, 2014

36. PTE For Distribution Made From Business Account

    By Connor, October 6, 2022
    • 4 replies
    • 648 views
    • 
    • Luke Bailey
    • October 7, 2022

37. Publication 590 v.s. MDIB Table

    By Guest bjschiedel, November 30, 2001
    • 1 reply
    • 1.7k views
    • 
    • Michael Devault
    • November 30, 2001

38. Puerto Rican reporting

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

39. Purchase of "land" - "Purchase of Primary Residence&quo

    By Guest CJK, April 18, 2001
    • 5 replies
    • 3.8k views
    • 
    • Guest
    • April 25, 2001

40. Purchasing annuities

    By Guest llic, June 20, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 20, 2000

41. Purchasing Life Insurance

    By Guest geewhiz, May 4, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • May 4, 2000

42. Puzzled over 401(k) Beneficiary Rights

    By Guest cole stevenson, January 4, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 4, 2001

43. QDR

    By Coinscorner, February 26, 2020
    • 6 replies
    • 972 views
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    • fmsinc
    • March 3, 2020

44. QDRO

    By Guest lskin, June 19, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 19, 2006

45. QDRO - investment earnings

    By JKW, July 14, 2015
    • 12 replies
    • 1.8k views
    • 
    • mbozek
    • July 14, 2015

46. QDRO amount exceeds the account balance

    By AJC, December 19, 2024
    • 10 replies
    • 1.2k views
    • 
    • Peter Gulia
    • December 20, 2024

47. QDRO and Participant Loan

    By Guest Alley, November 25, 2003
    • 2 replies
    • 1.9k views
    • 
    • maverick
    • November 25, 2003

48. QDRO distribution in top heavy determination

    By Guest rewarmus, March 1, 2001
    • 5 replies
    • 2.5k views
    • 
    • Mike Preston
    • November 20, 2021

49. QDRO Distributions/401(a)(9)

    By Christine Roberts, August 26, 1999
    • 4 replies
    • 2k views
    • 
    • Kirk Maldonado
    • August 27, 1999

50. QDRO earnings calculation

    By Guest Achilles, June 5, 2009
    • 3 replies
    • 5.5k views
    • 
    • david rigby
    • June 5, 2009