Distributions and Loans, Other than QDROs

4,199 topics in this forum

1. Revoking installment election allowed?

   By Guest DeePA, June 24, 2004
   • 5 replies
   • 1.8k views
   • 
   • RTK
   • June 24, 2004

2. Spousal Consent Rules

   By Guest welcomehome, June 24, 2004
   • 1 reply
   • 2.1k views
   • 
   • ccassetty
   • June 24, 2004

3. QJSA Disclosures for DC Plans

   By Guest MichaelO, June 21, 2004
   • 1 reply
   • 1.6k views
   • 
   • MGB
   • June 21, 2004

4. Amending a 1009R?

   By Guest merlin, June 16, 2004
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • June 17, 2004

5. Spousal Consent for Loan from NON-QJSA Plan ?

   By Guest halka, June 16, 2004
   • 3 replies
   • 2.3k views
   • 
   • mbozek
   • June 17, 2004

6. Which rule has precedence?

   By Guest mikeak, June 14, 2004
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • June 14, 2004

7. Failure of substantailly equal payments

   By Fred Payne, June 4, 2004
   • 23 replies
   • 3.1k views
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   • Guest
   • June 11, 2004

8. RMD to charity?

   By Lori H, June 10, 2004
   • 2 replies
   • 1.7k views
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   • david rigby
   • June 10, 2004

9. Accidental RMD

   By Guest Hank_155, June 8, 2004
   • 4 replies
   • 1.5k views
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   • TBob
   • June 9, 2004

10. Spousal Consent - Legally Separated but not Divorced

    By Guest ircreader, June 8, 2004
    • 0 replies
    • 2.6k views
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    • Guest
    • June 8, 2004

11. Required signatures on retirement forms

    By Guest meggie, June 7, 2004
    • 1 reply
    • 2.2k views
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    • FundeK
    • June 8, 2004

12. Death after RBD

    By DTH, June 4, 2004
    • 5 replies
    • 2.5k views
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    • Appleby
    • June 7, 2004

13. RMD from PS plan with life insurance only major asset

    By Guest SteveD, June 4, 2004
    • 0 replies
    • 1.2k views
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    • Guest
    • June 4, 2004

14. Participant & spouse (primary beneficiary) die in plane crash. Her children and his children want part or all of benefit

    By TPAVP, May 27, 2004
    • 8 replies
    • 2.6k views
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    • mbozek
    • May 27, 2004

15. Bank won't accept a check cut from a pension trust account for the par

    By alexa, February 1, 2003
    • 15 replies
    • 4.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 20, 2004

16. Cobra Payments - safe harbor hardship reason?

    By FundeK, May 20, 2004
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • May 20, 2004

17. Terminated participant wants to rollover money but has an oustanding loan. Do you withhold on the loan?

    By Rai401k, May 12, 2004
    • 8 replies
    • 3.5k views
    • 
    • Guest
    • May 19, 2004

18. Participant Loan in Excess of $50,000

    By Guest cease, May 19, 2004
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • May 19, 2004

19. Meaning of "Retired" for 401(a)(9) purposes

    By smm, May 5, 2004
    • 7 replies
    • 2k views
    • 
    • MGB
    • May 18, 2004

20. Timing of Distribution - Balance Forward plans

    By Guest J. David Wright, May 11, 2004
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • May 18, 2004

21. Is in-service distribution of an annuity contract permitted to a participant in a 401(k) plan?

    By Guest rocnrols2, May 14, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • May 14, 2004

22. Rollover of employee contributions?

    By Guest mikeak, May 14, 2004
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • May 14, 2004

23. 1099-R code for Loan

    By pmacduff, May 13, 2004
    • 1 reply
    • 1.6k views
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    • JanetM
    • May 13, 2004

24. Repayment of Distribution & Forfeiture Restoration

    By Guest Suanne, August 28, 2003
    • 6 replies
    • 1.9k views
    • 
    • KJohnson
    • May 12, 2004

25. Repayment of Hardship money allowed?

    By Guest m.n.ouellette, May 7, 2004
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 7, 2004

26. spousal consent for participant loan

    By Guest Jane Freeman, May 7, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 7, 2004

27. Minor child as beneficiary

    By Guest MEWilson, May 5, 2004
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 5, 2004

28. Spousal Consent for Participant Loan

    By Guest Jane Freeman, May 5, 2004
    • 1 reply
    • 1.7k views
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    • david rigby
    • May 5, 2004

29. Defauled Loan To HCE with a Rollover Account

    By Guest merlin, May 3, 2004
    • 6 replies
    • 1.6k views
    • 
    • Belgarath
    • May 5, 2004

30. Spousal Consent

    By dmb, May 3, 2004
    • 6 replies
    • 1.6k views
    • 
    • Belgarath
    • May 3, 2004

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

    By FundeK, January 13, 2004
    • 10 replies
    • 2.4k views
    • 
    • Belgarath
    • April 30, 2004

32. Cure Period

    By Randy Watson, April 29, 2004
    • 3 replies
    • 1.9k views
    • 
    • Randy Watson
    • April 30, 2004

33. Electronic Processing of Principal Residence Loan ApplicationsSubstantiation Required?

    By Guest Fourohonekay, April 29, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 29, 2004

34. Spouse portion of DC plan balance based on 50% J&S annuity purchase

    By Guest crosseyedtester, April 24, 2004
    • 11 replies
    • 2.6k views
    • 
    • david rigby
    • April 28, 2004

35. Accelerated Loan Payment

    By Guest BarryK, April 26, 2004
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • April 27, 2004

36. In-Service Distribution of Merged MPP Money

    By DP, April 26, 2004
    • 3 replies
    • 1.3k views
    • 
    • DP
    • April 26, 2004

37. Loans to Actively Employed Participants Only

    By smm, April 22, 2004
    • 12 replies
    • 6k views
    • 
    • bzorc
    • April 26, 2004

38. Interest on Retro Payments

    By Guest lvegas, April 19, 2004
    • 1 reply
    • 2.2k views
    • 
    • MGB
    • April 21, 2004

39. Change in Timing of Distributions to Terminated Participants

    By chris, April 21, 2004
    • 2 replies
    • 1.6k views
    • 
    • chris
    • April 21, 2004

40. Valuation of insurance policies

    By Guest death and taxes, April 20, 2004
    • 1 reply
    • 1.1k views
    • 
    • ljr
    • April 20, 2004

41. Loan limit exceeded, what to do?

    By FundeK, April 14, 2004
    • 10 replies
    • 4k views
    • 
    • QDROphile
    • April 16, 2004

42. Are plans required to suspend loan payments for military/non-military leaves of absence?

    By Guest M. Martin, April 14, 2004
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • April 16, 2004

43. Required Minimum Distribution?

    By Guest jgordon, March 24, 2004
    • 10 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • April 13, 2004

44. Automatic Rollovers

    By Guest Kevin Wiggins, March 31, 2004
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • April 13, 2004

45. disability and the 10% penalty

    By abanky, April 13, 2004
    • 1 reply
    • 1.2k views
    • 
    • Harwood
    • April 13, 2004

46. May a foreign national and designated beneficary without a USA social

    By Guest Cliff Langwith, December 27, 2000
    • 10 replies
    • 10.2k views
    • 
    • Appleby
    • April 9, 2004

47. Distribution Code 2 - reported on 1099-R

    By Jilliandiz, April 9, 2004
    • 1 reply
    • 17.2k views
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    • WDIK
    • April 9, 2004

48. Hardship distribution after loan taken....?

    By chris, April 8, 2004
    • 4 replies
    • 1.7k views
    • 
    • MoJo
    • April 9, 2004

49. Death Benefit Payment

    By Jilliandiz, April 6, 2004
    • 9 replies
    • 1.8k views
    • 
    • david rigby
    • April 7, 2004

50. Can a participant pay Fed Ex costs with plan assets?

    By FundeK, April 7, 2004
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 7, 2004