Distributions and Loans, Other than QDROs

4,204 topics in this forum

1. RMD in year of death

   By Guest RAA, December 16, 2003
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • December 16, 2003

2. Distribution of a deceased participant

   By Guest terric, December 5, 2003
   • 5 replies
   • 1.7k views
   • 
   • FundeK
   • December 16, 2003

3. RMDs--after tax monies

   By Felicia, December 15, 2003
   • 4 replies
   • 1.7k views
   • 
   • Felicia
   • December 16, 2003

4. new rules for 2004?

   By Guest lindamichals, December 15, 2003
   • 1 reply
   • 1.6k views
   • 
   • WDIK
   • December 15, 2003

5. Optional Form of Benefit Eliminated

   By Dougsbpc, December 15, 2003
   • 1 reply
   • 1.5k views
   • 
   • david rigby
   • December 15, 2003

6. Prohibited Transaction--or fixed by EGTRRA

   By Guest CRC02, May 29, 2002
   • 4 replies
   • 1.8k views
   • 
   • imchipbrown
   • December 12, 2003

7. Loans in Balance Forward Plans

   By Archimage, December 11, 2003
   • 1 reply
   • 1.4k views
   • 
   • Mike Preston
   • December 11, 2003

8. Rollover of PS-58 costs

   By Guest Judy S, December 11, 2003
   • 2 replies
   • 2.2k views
   • 
   • R. Butler
   • December 11, 2003

9. 2004 W4-P

   By Guest ArrowMatt, December 11, 2003
   • 2 replies
   • 1.6k views
   • 
   • Appleby
   • December 11, 2003

10. Calculating an RMD with an annuity and subsequent accruals

    By Guest cpp, December 9, 2003
    • 1 reply
    • 1.5k views
    • 
    • pmacduff
    • December 10, 2003

11. Segregating a Terminated Participant's vested benefit

    By Guest PMiller, December 9, 2003
    • 1 reply
    • 1.4k views
    • 
    • chris
    • December 9, 2003

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

    By FundeK, December 5, 2003
    • 8 replies
    • 2.9k views
    • 
    • Mike Preston
    • December 8, 2003

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

    By billfgrady, December 6, 2003
    • 1 reply
    • 2.5k views
    • 
    • ccassetty
    • December 8, 2003

14. Rehire by the same company after pension distribution

    By Guest pleasehelpme, December 7, 2003
    • 1 reply
    • 2k views
    • 
    • mbozek
    • December 8, 2003

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

    By Guest amfam2, December 5, 2003
    • 3 replies
    • 4.8k views
    • 
    • Guest
    • December 8, 2003

16. Required Minimum Distributions for rehired employees

    By Guest jdw, December 5, 2003
    • 0 replies
    • 2k views
    • 
    • Guest
    • December 5, 2003

17. RMD-surviving spouse--rollover to IRA

    By Felicia, December 5, 2003
    • 0 replies
    • 1.7k views
    • 
    • Felicia
    • December 5, 2003

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

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

19. QJSA waiting period for paperless distributions

    By Guest kfel, December 22, 2000
    • 1 reply
    • 4.4k views
    • 
    • FundeK
    • December 3, 2003

20. QDRO and Participant Loan

    By Guest Alley, November 25, 2003
    • 2 replies
    • 2.1k views
    • 
    • maverick
    • November 25, 2003

21. Maximum loan limitations

    By Guest MarkN, November 20, 2003
    • 5 replies
    • 2k views
    • 
    • WDIK
    • November 25, 2003

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

    By Guest OscarD, November 24, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 24, 2003

23. DB minimum distribution for 03

    By Guest Rae, November 24, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 24, 2003

24. Change distribution code?

    By Guest mikeak, November 24, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 24, 2003

25. RRSP Plans

    By Guest sheilamarie, November 21, 2003
    • 1 reply
    • 1.5k views
    • 
    • Mary Kay Foss
    • November 23, 2003

26. distribution of real estate-keogh plan

    By Guest Sueor, November 19, 2003
    • 5 replies
    • 2.1k views
    • 
    • Mary Kay Foss
    • November 23, 2003

27. RMD Account Balance

    By Guest nlmc18, November 18, 2003
    • 3 replies
    • 3.4k views
    • 
    • Harwood
    • November 21, 2003

28. 401(a)(9) Incorporation by Reference?

    By Guest CRC02, November 20, 2003
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • November 20, 2003

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

    By Alf, November 20, 2003
    • 0 replies
    • 1.5k views
    • 
    • Alf
    • November 20, 2003

30. State Withholding Taxes on distributions.

    By Guest MEWilson, November 19, 2003
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • November 20, 2003

31. 70 1/2 RMD where bene is non-spouse

    By doombuggy, November 20, 2003
    • 1 reply
    • 1.7k views
    • 
    • FundeK
    • November 20, 2003

32. 1099-R/#945 reporting question

    By pmacduff, November 18, 2003
    • 2 replies
    • 2.3k views
    • 
    • pmacduff
    • November 19, 2003

33. 70-1/2 MRD & Withholding Taxes.

    By flosfur, November 18, 2003
    • 2 replies
    • 2.3k views
    • 
    • jevd
    • November 18, 2003

34. actuarial question

    By chris, November 14, 2003
    • 1 reply
    • 1.4k views
    • 
    • MGB
    • November 14, 2003

35. Outdated Distribution Forms

    By Guest mvp, November 14, 2003
    • 3 replies
    • 1.7k views
    • 
    • FundeK
    • November 14, 2003

36. document issues involved re adding loan provision

    By chris, November 13, 2003
    • 0 replies
    • 1.1k views
    • 
    • chris
    • November 13, 2003

37. Distributions from Orphan/Abandoned Plans

    By Medusa, November 12, 2003
    • 4 replies
    • 2.2k views
    • 
    • FundeK
    • November 13, 2003

38. MRD from ESOP/PS Plan hybrid

    By Guest Jose Rosario, November 12, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 12, 2003

39. Lump Sum Federal Withholding

    By Guest mikeak, November 11, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 11, 2003

40. 401(k) loan OK if EE already on Military Leave?

    By Guest jmarini, November 7, 2003
    • 1 reply
    • 2k views
    • 
    • QDROphile
    • November 7, 2003

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

    By FundeK, November 6, 2003
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • November 7, 2003

42. 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
    • 1.7k views
    • 
    • mbozek
    • November 7, 2003

43. Termination to receive distribution and then rehired

    By Guest THess, November 5, 2003
    • 9 replies
    • 4.2k views
    • 
    • KJohnson
    • November 6, 2003

44. RMD from 403(b)

    By Guest Donaldson, November 4, 2003
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • November 5, 2003

45. 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
    • 1.5k views
    • 
    • david rigby
    • November 5, 2003

46. Plan trumps IRS?

    By Guest mikeak, November 4, 2003
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • November 4, 2003

47. minimum required distribution

    By Guest 401kproman, December 3, 2002
    • 13 replies
    • 3.2k views
    • 
    • Brian Gallagher
    • October 31, 2003

48. Elimination of QPSA/QJSA

    By Guest nbs, October 15, 2003
    • 8 replies
    • 3.3k views
    • 
    • maverick
    • October 30, 2003

49. HCE attribution and RMD

    By Guest wlank, October 27, 2003
    • 1 reply
    • 2.1k views
    • 
    • Belgarath
    • October 27, 2003

50. Corporation or Trust as Beneficiary?

    By Guest Hedwig, October 15, 2003
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • October 24, 2003