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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,191 topics in this forum

  1. Rehire by the same company after pension distribution

    By Guest pleasehelpme,
    • 1 reply
    • 1.9k views

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

    By Guest amfam2,
    • 3 replies
    • 4k views
    • Guest
    • Guest

  3. Required Minimum Distributions for rehired employees

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

  4. RMD-surviving spouse--rollover to IRA

    By Felicia,
    • 0 replies
    • 1.5k views

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

    By k man,
    • 9 replies
    • 3.7k views

  6. QJSA waiting period for paperless distributions

    By Guest kfel,
    • 1 reply
    • 4.1k views

  7. QDRO and Participant Loan

    By Guest Alley,
    • 2 replies
    • 2k views

  8. Maximum loan limitations

    By Guest MarkN,
    • 5 replies
    • 1.6k views

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

    By Guest OscarD,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  10. DB minimum distribution for 03

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

  11. Change distribution code?

    By Guest mikeak,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  12. RRSP Plans

    By Guest sheilamarie,
    • 1 reply
    • 1.3k views

  13. distribution of real estate-keogh plan

    By Guest Sueor,
    • 5 replies
    • 1.9k views

  14. RMD Account Balance

    By Guest nlmc18,
    • 3 replies
    • 3k views

  15. 401(a)(9) Incorporation by Reference?

    By Guest CRC02,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

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

    By Alf,
    • 0 replies
    • 1.2k views
    • Alf
    • Alf

  17. State Withholding Taxes on distributions.

    By Guest MEWilson,
    • 7 replies
    • 2k views
    • Guest
    • Guest

  18. 70 1/2 RMD where bene is non-spouse

    By doombuggy,
    • 1 reply
    • 1.5k views

  19. 1099-R/#945 reporting question

    By pmacduff,
    • 2 replies
    • 2k views

  20. 70-1/2 MRD & Withholding Taxes.

    By flosfur,
    • 2 replies
    • 2.1k views

  21. actuarial question

    By chris,
    • 1 reply
    • 1.2k views
    • MGB
    • MGB

  22. Outdated Distribution Forms

    By Guest mvp,
    • 3 replies
    • 1.5k views

  23. document issues involved re adding loan provision

    By chris,
    • 0 replies
    • 1k views

  24. Distributions from Orphan/Abandoned Plans

    By Medusa,
    • 4 replies
    • 2k views

  25. MRD from ESOP/PS Plan hybrid

    By Guest Jose Rosario,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  26. Lump Sum Federal Withholding

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

  27. 401(k) loan OK if EE already on Military Leave?

    By Guest jmarini,
    • 1 reply
    • 1.7k views

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

    By FundeK,
    • 3 replies
    • 2k views
    • Guest
    • Guest

  29. 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
    • 1.6k views

  30. Termination to receive distribution and then rehired

    By Guest THess,
    • 9 replies
    • 3.9k views

  31. RMD from 403(b)

    By Guest Donaldson,
    • 4 replies
    • 2.1k views
    • Guest
    • Guest

  32. 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
    • 1.4k views

  33. Plan trumps IRS?

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

  34. minimum required distribution

    By Guest 401kproman,
    • 13 replies
    • 3k views

  35. Elimination of QPSA/QJSA

    By Guest nbs,
    • 8 replies
    • 2.9k views

  36. HCE attribution and RMD

    By Guest wlank,
    • 1 reply
    • 1.8k views

  37. Corporation or Trust as Beneficiary?

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

  38. Participant Loan & Disability

    By R. Butler,
    • 4 replies
    • 2.3k views

  39. Default & Prohibited transaction

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

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

    By Guest Jerry,
    • 2 replies
    • 1.3k views

  41. Beneficiary Rollover to IRA article

    By jane123,
    • 2 replies
    • 1.2k views

  42. Please help me with loan calculation

    By DP,
    • 7 replies
    • 1.6k views

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

    By Guest bobgio,
    • 1 reply
    • 1.2k views

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

    By FundeK,
    • 2 replies
    • 2.1k views

  45. 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,
    • 1 reply
    • 1.3k views

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

    By Guest Commuter Rex,
    • 2 replies
    • 3.4k views

  47. 5-year death benefit distribution deadline coming up, but beneficiary designation form filled in incorrectly

    By MJ Hartman,
    • 2 replies
    • 1.4k views

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

    By Guest Luke Bailey,
    • 4 replies
    • 4.5k views
    • Guest
    • Guest

  49. Refund of mistaken contribution

    By Guest ETodd,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

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

    By Guest tcallow,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest
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