Distributions and Loans, Other than QDROs

4,180 topics in this forum

1. RRSP Plans

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

2. distribution of real estate-keogh plan

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

3. RMD Account Balance

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

4. 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

5. 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

6. State Withholding Taxes on distributions.

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

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

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

8. 1099-R/#945 reporting question

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

9. 70-1/2 MRD & Withholding Taxes.

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

10. actuarial question

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

11. Outdated Distribution Forms

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

12. document issues involved re adding loan provision

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

13. Distributions from Orphan/Abandoned Plans

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

14. MRD from ESOP/PS Plan hybrid

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

15. Lump Sum Federal Withholding

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

16. 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

17. 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

18. 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

19. Termination to receive distribution and then rehired

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

20. RMD from 403(b)

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

21. 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

22. Plan trumps IRS?

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

23. minimum required distribution

    By Guest 401kproman, December 3, 2002
    • 13 replies
    • 2.9k views
    • 
    • Brian Gallagher
    • October 31, 2003

24. Elimination of QPSA/QJSA

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

25. HCE attribution and RMD

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

26. Corporation or Trust as Beneficiary?

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

27. Participant Loan & Disability

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

28. Default & Prohibited transaction

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

29. 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
    • 
    • FundeK
    • October 15, 2003

30. Beneficiary Rollover to IRA article

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

31. Please help me with loan calculation

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

32. 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

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

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

34. 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
    • 
    • Belgarath
    • October 8, 2003

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

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

36. 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
    • 
    • mbozek
    • October 8, 2003

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

    By Guest Luke Bailey, October 1, 2003
    • 4 replies
    • 4.4k views
    • 
    • Guest
    • October 6, 2003

38. Refund of mistaken contribution

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

39. 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

40. 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
    • 9.6k views
    • 
    • Guest
    • September 29, 2003

41. 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

42. 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

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

    By Guest DIGMYDOG, September 26, 2003
    • 8 replies
    • 2.5k views
    • 
    • R. Butler
    • September 29, 2003

44. Why can't my client get his money right away from his former employer's defined benefit plan?

    By Guest pah, July 16, 2003
    • 4 replies
    • 6.1k views
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    • david rigby
    • September 26, 2003

45. Loan Rollover and New Loan

    By Guest SCUDDESLER, September 25, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 25, 2003

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

    By smm, September 24, 2003
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • September 24, 2003

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

    By Guest cstrong, September 24, 2003
    • 4 replies
    • 2.8k views
    • 
    • david rigby
    • September 24, 2003

48. NUA Rollover

    By jane123, September 12, 2003
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • September 12, 2003

49. In-Service Distributions

    By Guest kowen, September 12, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 12, 2003

50. In Service Non-hardship Withdrawals

    By Guest Richard7123, September 11, 2003
    • 1 reply
    • 1.6k views
    • 
    • KJohnson
    • September 11, 2003