Distributions and Loans, Other than QDROs

4,188 topics in this forum

1. RMD-surviving spouse--rollover to IRA

   By Felicia, December 5, 2003
   • 0 replies
   • 1.4k views
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   • Felicia
   • December 5, 2003

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

   By k man, December 3, 2003
   • 9 replies
   • 3.7k views
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   • GBurns
   • December 4, 2003

3. QJSA waiting period for paperless distributions

   By Guest kfel, December 22, 2000
   • 1 reply
   • 4k views
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   • FundeK
   • December 3, 2003

4. QDRO and Participant Loan

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

5. Maximum loan limitations

   By Guest MarkN, November 20, 2003
   • 5 replies
   • 1.6k views
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   • WDIK
   • November 25, 2003

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

   By Guest OscarD, November 24, 2003
   • 2 replies
   • 1.3k views
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   • Guest
   • November 24, 2003

7. DB minimum distribution for 03

   By Guest Rae, November 24, 2003
   • 1 reply
   • 1k views
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   • Guest
   • November 24, 2003

8. Change distribution code?

   By Guest mikeak, November 24, 2003
   • 0 replies
   • 1k views
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   • Guest
   • November 24, 2003

9. RRSP Plans

   By Guest sheilamarie, November 21, 2003
   • 1 reply
   • 1.3k views
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   • Mary Kay Foss
   • November 23, 2003

10. distribution of real estate-keogh plan

    By Guest Sueor, November 19, 2003
    • 5 replies
    • 1.8k views
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    • Mary Kay Foss
    • November 23, 2003

11. RMD Account Balance

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

12. 401(a)(9) Incorporation by Reference?

    By Guest CRC02, November 20, 2003
    • 0 replies
    • 1.7k views
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    • Guest
    • November 20, 2003

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

    By Alf, November 20, 2003
    • 0 replies
    • 1.2k views
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    • Alf
    • November 20, 2003

14. State Withholding Taxes on distributions.

    By Guest MEWilson, November 19, 2003
    • 7 replies
    • 2k views
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    • Guest
    • November 20, 2003

15. 70 1/2 RMD where bene is non-spouse

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

16. 1099-R/#945 reporting question

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

17. 70-1/2 MRD & Withholding Taxes.

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

18. actuarial question

    By chris, November 14, 2003
    • 1 reply
    • 1.2k views
    • 
    • MGB
    • November 14, 2003

19. Outdated Distribution Forms

    By Guest mvp, November 14, 2003
    • 3 replies
    • 1.5k views
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    • FundeK
    • November 14, 2003

20. document issues involved re adding loan provision

    By chris, November 13, 2003
    • 0 replies
    • 1k views
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    • chris
    • November 13, 2003

21. Distributions from Orphan/Abandoned Plans

    By Medusa, November 12, 2003
    • 4 replies
    • 2k views
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    • FundeK
    • November 13, 2003

22. MRD from ESOP/PS Plan hybrid

    By Guest Jose Rosario, November 12, 2003
    • 0 replies
    • 1.3k views
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    • Guest
    • November 12, 2003

23. Lump Sum Federal Withholding

    By Guest mikeak, November 11, 2003
    • 0 replies
    • 1.3k views
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    • Guest
    • November 11, 2003

24. 401(k) loan OK if EE already on Military Leave?

    By Guest jmarini, November 7, 2003
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • November 7, 2003

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

    By FundeK, November 6, 2003
    • 3 replies
    • 2k views
    • 
    • Guest
    • November 7, 2003

26. 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
    • 1.6k views
    • 
    • mbozek
    • November 7, 2003

27. Termination to receive distribution and then rehired

    By Guest THess, November 5, 2003
    • 9 replies
    • 3.8k views
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    • KJohnson
    • November 6, 2003

28. RMD from 403(b)

    By Guest Donaldson, November 4, 2003
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • November 5, 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
    • 1.4k views
    • 
    • david rigby
    • November 5, 2003

30. Plan trumps IRS?

    By Guest mikeak, November 4, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • November 4, 2003

31. minimum required distribution

    By Guest 401kproman, December 3, 2002
    • 13 replies
    • 3k views
    • 
    • Brian Gallagher
    • October 31, 2003

32. Elimination of QPSA/QJSA

    By Guest nbs, October 15, 2003
    • 8 replies
    • 2.9k views
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    • maverick
    • October 30, 2003

33. HCE attribution and RMD

    By Guest wlank, October 27, 2003
    • 1 reply
    • 1.8k views
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    • Belgarath
    • October 27, 2003

34. Corporation or Trust as Beneficiary?

    By Guest Hedwig, October 15, 2003
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • October 24, 2003

35. Participant Loan & Disability

    By R. Butler, October 20, 2003
    • 4 replies
    • 2.2k views
    • 
    • R. Butler
    • October 22, 2003

36. Default & Prohibited transaction

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

37. 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

38. Beneficiary Rollover to IRA article

    By jane123, October 15, 2003
    • 2 replies
    • 1.2k views
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    • jane123
    • October 15, 2003

39. 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

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

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

41. 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

42. 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

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

    By Guest Commuter Rex, September 29, 2003
    • 2 replies
    • 3.4k views
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    • mbozek
    • October 8, 2003

44. 5-year death benefit distribution deadline coming up, but beneficiary designation form filled in incorrectly

    By MJ Hartman, October 1, 2003
    • 2 replies
    • 1.4k views
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    • mbozek
    • October 8, 2003

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

    By Guest Luke Bailey, October 1, 2003
    • 4 replies
    • 4.5k views
    • 
    • Guest
    • October 6, 2003

46. Refund of mistaken contribution

    By Guest ETodd, October 2, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 4, 2003

47. 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
    • 1.1k views
    • 
    • Guest
    • September 30, 2003

48. Distribution checks never cashed but 1099-R issued in 2001; reissued in 2002 when participants found; taxable to participant in 2001?

    By Guest ircreader, September 3, 2003
    • 6 replies
    • 9.7k views
    • 
    • Guest
    • September 29, 2003

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

    By jane123, September 27, 2003
    • 12 replies
    • 2.8k views
    • 
    • GBurns
    • September 29, 2003

50. 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
    • 
    • maverick
    • September 29, 2003