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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,201 topics in this forum

  1. new rules for 2004?

    By Guest lindamichals,
    • 1 reply
    • 1.6k views

  2. Optional Form of Benefit Eliminated

    By Dougsbpc,
    • 1 reply
    • 1.5k views

  3. Prohibited Transaction--or fixed by EGTRRA

    By Guest CRC02,
    • 4 replies
    • 1.8k views

  4. Loans in Balance Forward Plans

    By Archimage,
    • 1 reply
    • 1.4k views

  5. Rollover of PS-58 costs

    By Guest Judy S,
    • 2 replies
    • 2.1k views

  6. 2004 W4-P

    By Guest ArrowMatt,
    • 2 replies
    • 1.5k views

  7. Calculating an RMD with an annuity and subsequent accruals

    By Guest cpp,
    • 1 reply
    • 1.5k views

  8. Segregating a Terminated Participant's vested benefit

    By Guest PMiller,
    • 1 reply
    • 1.4k views

  9. Single participant in a plan subject to QJSA requirements.

    By FundeK,
    • 8 replies
    • 2.9k views

  10. Taxability of life insurance held as an asset in PSP

    By billfgrady,
    • 1 reply
    • 2.5k views

  11. Rehire by the same company after pension distribution

    By Guest pleasehelpme,
    • 1 reply
    • 2k views

  12. Withholding procedures for non resident vs. resident aliens?

    By Guest amfam2,
    • 3 replies
    • 4.7k views
    • Guest
    • Guest

  13. Required Minimum Distributions for rehired employees

    By Guest jdw,
    • 0 replies
    • 2k views
    • Guest
    • Guest

  14. RMD-surviving spouse--rollover to IRA

    By Felicia,
    • 0 replies
    • 1.6k views

  15. is mother of owner entitled to defer 70 1/2 distribution?

    By k man,
    • 9 replies
    • 3.9k views

  16. QJSA waiting period for paperless distributions

    By Guest kfel,
    • 1 reply
    • 4.3k views

  17. QDRO and Participant Loan

    By Guest Alley,
    • 2 replies
    • 2.1k views

  18. Maximum loan limitations

    By Guest MarkN,
    • 5 replies
    • 1.9k views

  19. Does loan amount or vested account balance dictate if spousal consent is needed for plan loan?

    By Guest OscarD,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  20. DB minimum distribution for 03

    By Guest Rae,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  21. Change distribution code?

    By Guest mikeak,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  22. RRSP Plans

    By Guest sheilamarie,
    • 1 reply
    • 1.4k views

  23. distribution of real estate-keogh plan

    By Guest Sueor,
    • 5 replies
    • 2k views

  24. RMD Account Balance

    By Guest nlmc18,
    • 3 replies
    • 3.3k views

  25. 401(a)(9) Incorporation by Reference?

    By Guest CRC02,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

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

    By Alf,
    • 0 replies
    • 1.4k views
    • Alf
    • Alf

  27. State Withholding Taxes on distributions.

    By Guest MEWilson,
    • 7 replies
    • 2.2k views
    • Guest
    • Guest

  28. 70 1/2 RMD where bene is non-spouse

    By doombuggy,
    • 1 reply
    • 1.6k views

  29. 1099-R/#945 reporting question

    By pmacduff,
    • 2 replies
    • 2.3k views

  30. 70-1/2 MRD & Withholding Taxes.

    By flosfur,
    • 2 replies
    • 2.2k views

  31. actuarial question

    By chris,
    • 1 reply
    • 1.3k views
    • MGB
    • MGB

  32. Outdated Distribution Forms

    By Guest mvp,
    • 3 replies
    • 1.6k views

  33. document issues involved re adding loan provision

    By chris,
    • 0 replies
    • 1.1k views

  34. Distributions from Orphan/Abandoned Plans

    By Medusa,
    • 4 replies
    • 2.1k views

  35. MRD from ESOP/PS Plan hybrid

    By Guest Jose Rosario,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  36. Lump Sum Federal Withholding

    By Guest mikeak,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  37. 401(k) loan OK if EE already on Military Leave?

    By Guest jmarini,
    • 1 reply
    • 1.9k views

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

    By FundeK,
    • 3 replies
    • 2.2k views
    • Guest
    • Guest

  39. 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,
    • 3 replies
    • 1.7k views

  40. Termination to receive distribution and then rehired

    By Guest THess,
    • 9 replies
    • 4.1k views

  41. RMD from 403(b)

    By Guest Donaldson,
    • 4 replies
    • 2.2k views
    • Guest
    • Guest

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

    By Guest jsample,
    • 2 replies
    • 1.5k views

  43. Plan trumps IRS?

    By Guest mikeak,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  44. minimum required distribution

    By Guest 401kproman,
    • 13 replies
    • 3.2k views

  45. Elimination of QPSA/QJSA

    By Guest nbs,
    • 8 replies
    • 3.2k views

  46. HCE attribution and RMD

    By Guest wlank,
    • 1 reply
    • 2k views

  47. Corporation or Trust as Beneficiary?

    By Guest Hedwig,
    • 3 replies
    • 2.4k views
    • Guest
    • Guest

  48. Participant Loan & Disability

    By R. Butler,
    • 4 replies
    • 2.4k views

  49. Default & Prohibited transaction

    By Guest jgordon,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

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

    By Guest Jerry,
    • 2 replies
    • 1.4k views
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