Distributions and Loans, Other than QDROs

4,172 topics in this forum

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

   By jane123, September 27, 2003
   • 12 replies
   • 2.6k views
   • 
   • GBurns
   • September 29, 2003

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

   By Guest DIGMYDOG, September 26, 2003
   • 8 replies
   • 2.4k views
   • 
   • R. Butler
   • September 29, 2003

3. Loan Rollover and New Loan

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

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

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

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

   By Guest cstrong, September 24, 2003
   • 4 replies
   • 2.7k views
   • 
   • david rigby
   • September 24, 2003

6. Participant's required beginning date was 4/1/04 but entire balance rolled into IRA when employment terminated in 2003. Trouble? How to fix?

   By nancy, September 23, 2003
   • 26 replies
   • 4.1k views
   • 
   • Appleby
   • March 2, 2004

7. NUA Rollover

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

8. In-Service Distributions

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

9. In Service Non-hardship Withdrawals

   By Guest Richard7123, September 11, 2003
   • 1 reply
   • 1.5k views
   • 
   • KJohnson
   • September 11, 2003

10. standard definition?

    By Guest mikeak, September 9, 2003
    • 3 replies
    • 3.6k views
    • 
    • MGB
    • September 9, 2003

11. Loans

    By Guest janem, September 9, 2003
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • September 9, 2003

12. hardship distribution

    By Guest mjn, September 5, 2003
    • 2 replies
    • 2k views
    • 
    • Archimage
    • September 5, 2003

13. 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
    • 9.4k views
    • 
    • Guest
    • September 29, 2003

14. Social Security and Medicare Tax/Lump Sum Distrib.

    By Guest Amanda Davis, September 2, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 2, 2003

15. Repayment of Distribution & Forfeiture Restoration

    By Guest Suanne, August 28, 2003
    • 6 replies
    • 1.6k views
    • 
    • KJohnson
    • May 12, 2004

16. Re-issuance of plan distributions

    By Guest bmurphy, August 28, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • August 28, 2003

17. Determine value in land at time of death?

    By Guest tightlie2, August 28, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 28, 2003

18. Withdrawal of Rollover $

    By DP, August 27, 2003
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • August 28, 2003

19. Disability Benefits (taxation)

    By Guest RSNOW, August 22, 2003
    • 3 replies
    • 1.3k views
    • 
    • Everett Moreland
    • August 28, 2003

20. Egelhoff Rides Again

    By Guest erisafried, August 18, 2003
    • 8 replies
    • 1.7k views
    • 
    • Harwood
    • August 19, 2003

21. Defaulted Prior Year Loans

    By Guest lrusso, August 14, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 14, 2003

22. Withholding not deposited

    By pbarrett, August 14, 2003
    • 2 replies
    • 1.1k views
    • 
    • pbarrett
    • August 14, 2003

23. Outstanding loans/Death Distributions

    By Guest Cookiemonster, August 12, 2003
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 12, 2003

24. In-Service Dist as rollover?

    By Guest Commuter Rex, August 12, 2003
    • 1 reply
    • 1k views
    • 
    • QDROphile
    • August 12, 2003

25. Beneficiary Designation

    By Guest sextonro, August 8, 2003
    • 11 replies
    • 2.2k views
    • 
    • mbozek
    • August 14, 2003

26. Beneficiary Designation Issue

    By chris, August 5, 2003
    • 0 replies
    • 1.1k views
    • 
    • chris
    • August 5, 2003

27. Death Benefit

    By Guest SPOT, August 4, 2003
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • August 4, 2003

28. INSERVICE w/Drawal-Protected benefit?

    By Guest DeePA, August 1, 2003
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • August 1, 2003

29. distributable events

    By Guest ama, July 31, 2003
    • 1 reply
    • 2.2k views
    • 
    • Harwood
    • July 31, 2003

30. Float earned on disbursement accounts

    By Guest ircreader, July 31, 2003
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • July 31, 2003

31. Loans and Leave of Absence

    By Guest PensionPerson, July 31, 2003
    • 3 replies
    • 2.3k views
    • 
    • jaemmons
    • August 18, 2003

32. Loans

    By Felicia, July 30, 2003
    • 1 reply
    • 1.1k views
    • 
    • Harwood
    • July 30, 2003

33. Unwinding QDRO After Couple Remarries

    By Christine Roberts, July 29, 2003
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • July 30, 2003

34. Qualifying Medical Expense for hardship

    By Guest susa, July 25, 2003
    • 2 replies
    • 2.3k views
    • 
    • E as in ERISA
    • July 25, 2003

35. Extension of Loan Term

    By DTH, July 24, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 25, 2003

36. Deemed Distribution vs. Loan Offset Amount

    By Guest cease, July 21, 2003
    • 3 replies
    • 5.7k views
    • 
    • Guest
    • July 23, 2003

37. Reporting for Errant Distribution

    By mming, July 19, 2003
    • 3 replies
    • 1.5k views
    • 
    • Lynn Campbell
    • July 21, 2003

38. Defaulted Participant Loan

    By Guest cease, July 17, 2003
    • 1 reply
    • 1.3k views
    • 
    • R. Butler
    • July 17, 2003

39. 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
    • 6k views
    • 
    • david rigby
    • September 26, 2003

40. Timing of Plan Distributions

    By Guest gcrechale, July 15, 2003
    • 3 replies
    • 1.7k views
    • 
    • RTK
    • July 15, 2003

41. involuntary distributions

    By Guest ElKH, July 11, 2003
    • 4 replies
    • 2.1k views
    • 
    • mbozek
    • July 16, 2003

42. Basis Exceeds Amount of Refund

    By Guest CRC02, July 10, 2003
    • 1 reply
    • 1k views
    • 
    • Mary Kay Foss
    • July 15, 2003

43. Loans

    By Guest lindamichals, July 8, 2003
    • 11 replies
    • 2.7k views
    • 
    • K2retire
    • October 21, 2008

44. Triggering Event with Multiple ER Arrangement

    By Guest Jim Kais, July 7, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 21, 2003

45. Renegotiating a Principal Residence Loan

    By DTH, July 3, 2003
    • 0 replies
    • 1.1k views
    • 
    • DTH
    • July 3, 2003

46. distribution & income tax withholding

    By eilano, June 27, 2003
    • 8 replies
    • 2k views
    • 
    • Guest
    • June 27, 2003

47. 945 tax deposit problems

    By AndrewZ, June 26, 2003
    • 3 replies
    • 2k views
    • 
    • pmacduff
    • June 27, 2003

48. hardship after max loan

    By Guest Ed Walker, June 26, 2003
    • 2 replies
    • 1.2k views
    • 
    • bzorc
    • June 26, 2003

49. Divorce and Outdated Beni Designation

    By Christine Roberts, June 25, 2003
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • June 25, 2003

50. Spousal Consetn

    By Guest Mike Schwing, June 25, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 25, 2003