Distributions and Loans, Other than QDROs

4,204 topics in this forum

1. Participant Loan & Disability

   By R. Butler, October 20, 2003
   • 4 replies
   • 2.4k views
   • 
   • R. Butler
   • October 22, 2003

2. Default & Prohibited transaction

   By Guest jgordon, October 21, 2003
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • October 21, 2003

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

   By Guest Jerry, October 15, 2003
   • 2 replies
   • 1.5k views
   • 
   • FundeK
   • October 15, 2003

4. Beneficiary Rollover to IRA article

   By jane123, October 15, 2003
   • 2 replies
   • 1.4k views
   • 
   • jane123
   • October 15, 2003

5. Please help me with loan calculation

   By DP, October 14, 2003
   • 7 replies
   • 1.8k views
   • 
   • R. Butler
   • October 14, 2003

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

   By Guest bobgio, October 13, 2003
   • 1 reply
   • 1.3k views
   • 
   • Mike Preston
   • October 13, 2003

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

   By FundeK, October 8, 2003
   • 2 replies
   • 2.2k views
   • 
   • FundeK
   • October 10, 2003

8. 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
   • 1.5k views
   • 
   • Belgarath
   • October 8, 2003

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

   By Guest Commuter Rex, September 29, 2003
   • 2 replies
   • 3.7k views
   • 
   • mbozek
   • October 8, 2003

10. 5-year death benefit distribution deadline coming up, but beneficiary designation form filled in incorrectly

    By MJ Hartman, October 1, 2003
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • October 8, 2003

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

    By Guest Luke Bailey, October 1, 2003
    • 4 replies
    • 4.8k views
    • 
    • Guest
    • October 6, 2003

12. Refund of mistaken contribution

    By Guest ETodd, October 2, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 4, 2003

13. 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
    • 1.4k views
    • 
    • Guest
    • September 30, 2003

14. 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
    • 9.9k views
    • 
    • Guest
    • September 29, 2003

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

    By jane123, September 27, 2003
    • 12 replies
    • 3.6k views
    • 
    • GBurns
    • September 29, 2003

16. 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
    • 3.3k views
    • 
    • maverick
    • September 29, 2003

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

    By Guest DIGMYDOG, September 26, 2003
    • 8 replies
    • 2.8k views
    • 
    • R. Butler
    • September 29, 2003

18. 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
    • 6.3k views
    • 
    • david rigby
    • September 26, 2003

19. Loan Rollover and New Loan

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

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

    By smm, September 24, 2003
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • September 24, 2003

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

    By Guest cstrong, September 24, 2003
    • 4 replies
    • 3.1k views
    • 
    • david rigby
    • September 24, 2003

22. NUA Rollover

    By jane123, September 12, 2003
    • 3 replies
    • 3.3k views
    • 
    • Guest
    • September 12, 2003

23. In-Service Distributions

    By Guest kowen, September 12, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 12, 2003

24. In Service Non-hardship Withdrawals

    By Guest Richard7123, September 11, 2003
    • 1 reply
    • 1.9k views
    • 
    • KJohnson
    • September 11, 2003

25. standard definition?

    By Guest mikeak, September 9, 2003
    • 3 replies
    • 3.9k views
    • 
    • MGB
    • September 9, 2003

26. Loans

    By Guest janem, September 9, 2003
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • September 9, 2003

27. hardship distribution

    By Guest mjn, September 5, 2003
    • 2 replies
    • 2.3k views
    • 
    • Archimage
    • September 5, 2003

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

    By Guest Amanda Davis, September 2, 2003
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 2, 2003

29. Re-issuance of plan distributions

    By Guest bmurphy, August 28, 2003
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • August 28, 2003

30. Withdrawal of Rollover $

    By DP, August 27, 2003
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • August 28, 2003

31. Determine value in land at time of death?

    By Guest tightlie2, August 28, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 28, 2003

32. Disability Benefits (taxation)

    By Guest RSNOW, August 22, 2003
    • 3 replies
    • 1.7k views
    • 
    • Everett Moreland
    • August 28, 2003

33. Death and Outstanding Loans

    By Felicia, May 1, 2003
    • 12 replies
    • 4.7k views
    • 
    • mbozek
    • August 21, 2003

34. Egelhoff Rides Again

    By Guest erisafried, August 18, 2003
    • 8 replies
    • 2k views
    • 
    • Harwood
    • August 19, 2003

35. Loans and Leave of Absence

    By Guest PensionPerson, July 31, 2003
    • 3 replies
    • 2.7k views
    • 
    • jaemmons
    • August 18, 2003

36. Beneficiary Designation

    By Guest sextonro, August 8, 2003
    • 11 replies
    • 2.6k views
    • 
    • mbozek
    • August 14, 2003

37. Withholding not deposited

    By pbarrett, August 14, 2003
    • 2 replies
    • 1.4k views
    • 
    • pbarrett
    • August 14, 2003

38. Defaulted Prior Year Loans

    By Guest lrusso, August 14, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 14, 2003

39. Outstanding loans/Death Distributions

    By Guest Cookiemonster, August 12, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 12, 2003

40. In-Service Dist as rollover?

    By Guest Commuter Rex, August 12, 2003
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • August 12, 2003

41. Beneficiary Designation Issue

    By chris, August 5, 2003
    • 0 replies
    • 1.4k views
    • 
    • chris
    • August 5, 2003

42. Death Benefit

    By Guest SPOT, August 4, 2003
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • August 4, 2003

43. INSERVICE w/Drawal-Protected benefit?

    By Guest DeePA, August 1, 2003
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • August 1, 2003

44. distributable events

    By Guest ama, July 31, 2003
    • 1 reply
    • 2.8k views
    • 
    • Harwood
    • July 31, 2003

45. Float earned on disbursement accounts

    By Guest ircreader, July 31, 2003
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • July 31, 2003

46. Unwinding QDRO After Couple Remarries

    By Christine Roberts, July 29, 2003
    • 3 replies
    • 2k views
    • 
    • mbozek
    • July 30, 2003

47. Loans

    By Felicia, July 30, 2003
    • 1 reply
    • 1.4k views
    • 
    • Harwood
    • July 30, 2003

48. Extension of Loan Term

    By DTH, July 24, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 25, 2003

49. Qualifying Medical Expense for hardship

    By Guest susa, July 25, 2003
    • 2 replies
    • 2.7k views
    • 
    • E as in ERISA
    • July 25, 2003

50. Deemed Distribution vs. Loan Offset Amount

    By Guest cease, July 21, 2003
    • 3 replies
    • 6.1k views
    • 
    • Guest
    • July 23, 2003