Distributions and Loans, Other than QDROs

4,195 topics in this forum

1. 5-year death benefit distribution deadline coming up, but beneficiary designation form filled in incorrectly

   By MJ Hartman, October 1, 2003
   • 2 replies
   • 1.5k views
   • 
   • mbozek
   • October 8, 2003

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

   By Guest Luke Bailey, October 1, 2003
   • 4 replies
   • 4.6k views
   • 
   • Guest
   • October 6, 2003

3. Refund of mistaken contribution

   By Guest ETodd, October 2, 2003
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • October 4, 2003

4. 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
   • 1.2k views
   • 
   • Guest
   • September 30, 2003

5. 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
   • 9.8k views
   • 
   • Guest
   • September 29, 2003

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

   By jane123, September 27, 2003
   • 12 replies
   • 3.2k views
   • 
   • GBurns
   • September 29, 2003

7. 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
   • 3.1k views
   • 
   • maverick
   • September 29, 2003

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

   By Guest DIGMYDOG, September 26, 2003
   • 8 replies
   • 2.6k views
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   • R. Butler
   • September 29, 2003

9. 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
   • 
   • david rigby
   • September 26, 2003

10. Loan Rollover and New Loan

    By Guest SCUDDESLER, September 25, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 25, 2003

11. 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

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

    By Guest cstrong, September 24, 2003
    • 4 replies
    • 2.9k views
    • 
    • david rigby
    • September 24, 2003

13. NUA Rollover

    By jane123, September 12, 2003
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • September 12, 2003

14. In-Service Distributions

    By Guest kowen, September 12, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 12, 2003

15. In Service Non-hardship Withdrawals

    By Guest Richard7123, September 11, 2003
    • 1 reply
    • 1.7k views
    • 
    • KJohnson
    • September 11, 2003

16. standard definition?

    By Guest mikeak, September 9, 2003
    • 3 replies
    • 3.7k views
    • 
    • MGB
    • September 9, 2003

17. Loans

    By Guest janem, September 9, 2003
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • September 9, 2003

18. hardship distribution

    By Guest mjn, September 5, 2003
    • 2 replies
    • 2.2k views
    • 
    • Archimage
    • September 5, 2003

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

    By Guest Amanda Davis, September 2, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 2, 2003

20. Re-issuance of plan distributions

    By Guest bmurphy, August 28, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • August 28, 2003

21. Withdrawal of Rollover $

    By DP, August 27, 2003
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • August 28, 2003

22. Determine value in land at time of death?

    By Guest tightlie2, August 28, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 28, 2003

23. Disability Benefits (taxation)

    By Guest RSNOW, August 22, 2003
    • 3 replies
    • 1.5k views
    • 
    • Everett Moreland
    • August 28, 2003

24. Death and Outstanding Loans

    By Felicia, May 1, 2003
    • 12 replies
    • 4.3k views
    • 
    • mbozek
    • August 21, 2003

25. Egelhoff Rides Again

    By Guest erisafried, August 18, 2003
    • 8 replies
    • 1.9k views
    • 
    • Harwood
    • August 19, 2003

26. Loans and Leave of Absence

    By Guest PensionPerson, July 31, 2003
    • 3 replies
    • 2.4k views
    • 
    • jaemmons
    • August 18, 2003

27. Beneficiary Designation

    By Guest sextonro, August 8, 2003
    • 11 replies
    • 2.4k views
    • 
    • mbozek
    • August 14, 2003

28. Withholding not deposited

    By pbarrett, August 14, 2003
    • 2 replies
    • 1.2k views
    • 
    • pbarrett
    • August 14, 2003

29. Defaulted Prior Year Loans

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

30. Outstanding loans/Death Distributions

    By Guest Cookiemonster, August 12, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 12, 2003

31. In-Service Dist as rollover?

    By Guest Commuter Rex, August 12, 2003
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • August 12, 2003

32. Beneficiary Designation Issue

    By chris, August 5, 2003
    • 0 replies
    • 1.3k views
    • 
    • chris
    • August 5, 2003

33. Death Benefit

    By Guest SPOT, August 4, 2003
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • August 4, 2003

34. INSERVICE w/Drawal-Protected benefit?

    By Guest DeePA, August 1, 2003
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • August 1, 2003

35. distributable events

    By Guest ama, July 31, 2003
    • 1 reply
    • 2.6k views
    • 
    • Harwood
    • July 31, 2003

36. Float earned on disbursement accounts

    By Guest ircreader, July 31, 2003
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • July 31, 2003

37. Unwinding QDRO After Couple Remarries

    By Christine Roberts, July 29, 2003
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • July 30, 2003

38. Loans

    By Felicia, July 30, 2003
    • 1 reply
    • 1.2k views
    • 
    • Harwood
    • July 30, 2003

39. Extension of Loan Term

    By DTH, July 24, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 25, 2003

40. Qualifying Medical Expense for hardship

    By Guest susa, July 25, 2003
    • 2 replies
    • 2.5k views
    • 
    • E as in ERISA
    • July 25, 2003

41. Deemed Distribution vs. Loan Offset Amount

    By Guest cease, July 21, 2003
    • 3 replies
    • 6k views
    • 
    • Guest
    • July 23, 2003

42. Reporting for Errant Distribution

    By mming, July 19, 2003
    • 3 replies
    • 1.7k views
    • 
    • Lynn Campbell
    • July 21, 2003

43. Triggering Event with Multiple ER Arrangement

    By Guest Jim Kais, July 7, 2003
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 21, 2003

44. Defaulted Participant Loan

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

45. involuntary distributions

    By Guest ElKH, July 11, 2003
    • 4 replies
    • 2.3k views
    • 
    • mbozek
    • July 16, 2003

46. Timing of Plan Distributions

    By Guest gcrechale, July 15, 2003
    • 3 replies
    • 1.8k views
    • 
    • RTK
    • July 15, 2003

47. Basis Exceeds Amount of Refund

    By Guest CRC02, July 10, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mary Kay Foss
    • July 15, 2003

48. Renegotiating a Principal Residence Loan

    By DTH, July 3, 2003
    • 0 replies
    • 1.3k views
    • 
    • DTH
    • July 3, 2003

49. Attaining age 59 1/2 for SEPP purposes

    By Guest ERISA_kid, June 12, 2003
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • July 3, 2003

50. distribution & income tax withholding

    By eilano, June 27, 2003
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • June 27, 2003