Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Change distribution code?

   By Guest mikeak, November 24, 2003
   • 0 replies
   • 988 views
   • 
   • Guest
   • November 24, 2003

2. RRSP Plans

   By Guest sheilamarie, November 21, 2003
   • 1 reply
   • 1.2k views
   • 
   • Mary Kay Foss
   • November 23, 2003

3. MRD account balance

   By Guest terid, November 21, 2003
   • 4 replies
   • 1.6k views
   • 
   • ETA Consulting LLC
   • June 29, 2016

4. 401(a)(9) Incorporation by Reference?

   By Guest CRC02, November 20, 2003
   • 0 replies
   • 1.6k views
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   • Guest
   • November 20, 2003

5. Does Model 402(f) Notice Satisfy 3405 Rules if not ERD?

   By Alf, November 20, 2003
   • 0 replies
   • 1.1k views
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   • Alf
   • November 20, 2003

6. Maximum loan limitations

   By Guest MarkN, November 20, 2003
   • 5 replies
   • 1.5k views
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   • WDIK
   • November 25, 2003

7. 70 1/2 RMD where bene is non-spouse

   By doombuggy, November 20, 2003
   • 1 reply
   • 1.4k views
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   • FundeK
   • November 20, 2003

8. State Withholding Taxes on distributions.

   By Guest MEWilson, November 19, 2003
   • 7 replies
   • 1.9k views
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   • Guest
   • November 20, 2003

9. distribution of real estate-keogh plan

   By Guest Sueor, November 19, 2003
   • 5 replies
   • 1.7k views
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   • Mary Kay Foss
   • November 23, 2003

10. 1099-R/#945 reporting question

    By pmacduff, November 18, 2003
    • 2 replies
    • 1.9k views
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    • pmacduff
    • November 19, 2003

11. RMD Account Balance

    By Guest nlmc18, November 18, 2003
    • 3 replies
    • 2.9k views
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    • Harwood
    • November 21, 2003

12. 70-1/2 MRD & Withholding Taxes.

    By flosfur, November 18, 2003
    • 2 replies
    • 2k views
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    • jevd
    • November 18, 2003

13. actuarial question

    By chris, November 14, 2003
    • 1 reply
    • 1.1k views
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    • MGB
    • November 14, 2003

14. Outdated Distribution Forms

    By Guest mvp, November 14, 2003
    • 3 replies
    • 1.4k views
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    • FundeK
    • November 14, 2003

15. document issues involved re adding loan provision

    By chris, November 13, 2003
    • 0 replies
    • 951 views
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    • chris
    • November 13, 2003

16. MRD from ESOP/PS Plan hybrid

    By Guest Jose Rosario, November 12, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 12, 2003

17. Distributions from Orphan/Abandoned Plans

    By Medusa, November 12, 2003
    • 4 replies
    • 1.9k views
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    • FundeK
    • November 13, 2003

18. Lump Sum Federal Withholding

    By Guest mikeak, November 11, 2003
    • 0 replies
    • 1.2k views
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    • Guest
    • November 11, 2003

19. 401(k) loan OK if EE already on Military Leave?

    By Guest jmarini, November 7, 2003
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • November 7, 2003

20. Can a participant in a plan that only allows one loan do a refinance?

    By FundeK, November 6, 2003
    • 3 replies
    • 1.8k views
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    • Guest
    • November 7, 2003

21. 2000 rollover check issued to mutual fund has not been cashed. Participant now wants cash distribution. Okay to to reissue check to participant (less withholding) and correct 2000 1099-R?

    By Guest dyoder, November 5, 2003
    • 3 replies
    • 1.5k views
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    • mbozek
    • November 7, 2003

22. Termination to receive distribution and then rehired

    By Guest THess, November 5, 2003
    • 9 replies
    • 3.6k views
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    • KJohnson
    • November 6, 2003

23. RMD from 403(b)

    By Guest Donaldson, November 4, 2003
    • 4 replies
    • 2k views
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    • Guest
    • November 5, 2003

24. Plan trumps IRS?

    By Guest mikeak, November 4, 2003
    • 3 replies
    • 1.3k views
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    • Guest
    • November 4, 2003

25. Possible stolen identity and conflicting claims

    By Medusa, October 29, 2003
    • 25 replies
    • 4.3k views
    • 
    • SoCalActuary
    • September 13, 2004

26. HCE attribution and RMD

    By Guest wlank, October 27, 2003
    • 1 reply
    • 1.7k views
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    • Belgarath
    • October 27, 2003

27. Default & Prohibited transaction

    By Guest jgordon, October 21, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 21, 2003

28. Participant Loan & Disability

    By R. Butler, October 20, 2003
    • 4 replies
    • 2.1k views
    • 
    • R. Butler
    • October 22, 2003

29. Controlled Group terminates one business and reteins the other two, can the terminated employees keep money in the remaining plan?

    By Guest jsample, October 16, 2003
    • 2 replies
    • 1.3k views
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    • david rigby
    • November 5, 2003

30. Elimination of QPSA/QJSA

    By Guest nbs, October 15, 2003
    • 8 replies
    • 2.8k views
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    • maverick
    • October 30, 2003

31. Can a Participant who has previously defaulted on a participant loan be denied a new loan?

    By Guest Jerry, October 15, 2003
    • 2 replies
    • 1.3k views
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    • FundeK
    • October 15, 2003

32. Corporation or Trust as Beneficiary?

    By Guest Hedwig, October 15, 2003
    • 3 replies
    • 2k views
    • 
    • Guest
    • October 24, 2003

33. Beneficiary Rollover to IRA article

    By jane123, October 15, 2003
    • 2 replies
    • 1.1k views
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    • jane123
    • October 15, 2003

34. After-Tax Distribution

    By Archimage, October 14, 2003
    • 8 replies
    • 2k views
    • 
    • masteff
    • July 6, 2012

35. Please help me with loan calculation

    By DP, October 14, 2003
    • 7 replies
    • 1.5k views
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    • R. Butler
    • October 14, 2003

36. what is the loan limit if any for qualified plans?

    By Guest bobgio, October 13, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • October 13, 2003

37. Plan amended in 1995 to delay distributions until NRA; pre-'95 moneys still have to be distributed sooner (as under pre-'95 document)?

    By katieinny, October 8, 2003
    • 1 reply
    • 1.2k views
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    • Belgarath
    • October 8, 2003

38. Taxation on distribution including loan offset, after tax contributions, and ee deferrals

    By FundeK, October 8, 2003
    • 2 replies
    • 2k views
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    • FundeK
    • October 10, 2003

39. Refund of mistaken contribution

    By Guest ETodd, October 2, 2003
    • 2 replies
    • 1.4k views
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    • Guest
    • October 4, 2003

40. 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

41. 5-year death benefit distribution deadline coming up, but beneficiary designation form filled in incorrectly

    By MJ Hartman, October 1, 2003
    • 2 replies
    • 1.3k views
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    • mbozek
    • October 8, 2003

42. Substitution of collateral -- is it a renegotiation, extension, renewal or revision of a pre-TEFRA participant loan?

    By Guest tcallow, September 30, 2003
    • 0 replies
    • 1k views
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    • Guest
    • September 30, 2003

43. Is "purchase land for primary residence" permitted as a hardship withdrawal?

    By Guest Commuter Rex, September 29, 2003
    • 2 replies
    • 3.3k views
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    • mbozek
    • October 8, 2003

44. Whether a fee for processing a lump sum is part of the taxable amount or does it "occur" prior to distribution and hence should not be taxable

    By Guest lowellsm, September 29, 2003
    • 2 replies
    • 3k views
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    • maverick
    • September 29, 2003

45. Taxation of After-tax and pre-tax assets in qualified plan

    By jane123, September 27, 2003
    • 12 replies
    • 2.6k views
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    • GBurns
    • September 29, 2003

46. Help me understand Corbel's document regarding distributions...

    By Guest DIGMYDOG, September 26, 2003
    • 8 replies
    • 2.4k views
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    • R. Butler
    • September 29, 2003

47. Loan Rollover and New Loan

    By Guest SCUDDESLER, September 25, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • September 25, 2003

48. Plan Amendment to allow a Retiree in Pay Status to Elect Another Form of Distribution

    By smm, September 24, 2003
    • 1 reply
    • 1k views
    • 
    • david rigby
    • September 24, 2003

49. DB plan benefits paid out of wrong, but related, trust - how can it be corrected?

    By Guest cstrong, September 24, 2003
    • 4 replies
    • 2.7k views
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    • david rigby
    • September 24, 2003

50. Participant's required beginning date was 4/1/04 but entire balance rolled into IRA when employment terminated in 2003. Trouble? How to fix?

    By nancy, September 23, 2003
    • 26 replies
    • 4.1k views
    • 
    • Appleby
    • March 2, 2004