Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Very Small - Under $10 - Balances

   By ljr, May 8, 2003
   • 2 replies
   • 1.5k views
   • 
   • ljr
   • May 8, 2003

2. Which states tax distributions

   By John A, April 29, 2003
   • 7 replies
   • 2.5k views
   • 
   • Guest
   • May 2, 2003

3. 1 time hardship dbtns

   By Guest susa, May 1, 2003
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • May 2, 2003

4. RBD

   By Archimage, May 1, 2003
   • 3 replies
   • 1.1k views
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   • Appleby
   • May 1, 2003

5. Exception to 60 day rule for rollovers

   By katieinny, April 17, 2003
   • 1 reply
   • 1.3k views
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   • Appleby
   • April 29, 2003

6. Assignment of Pension Benefits

   By Guest jac, April 24, 2003
   • 1 reply
   • 2.7k views
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   • chris
   • April 24, 2003

7. Distribution to Atty-in-Fact During Divorce

   By chris, April 22, 2003
   • 6 replies
   • 1.5k views
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   • chris
   • April 23, 2003

8. New 1099-R / 5498 Instructions

   By Guest Derelict, April 23, 2003
   • 0 replies
   • 1k views
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   • Guest
   • April 23, 2003

9. Forfeiture during year of plan termination

   By katieinny, April 17, 2003
   • 8 replies
   • 2.8k views
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   • KJohnson
   • April 18, 2003

10. Death distribution to a minor

    By Guest yvonne001, April 17, 2003
    • 2 replies
    • 1.9k views
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    • david rigby
    • April 17, 2003

11. Rollover

    By DTH, April 17, 2003
    • 2 replies
    • 1.2k views
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    • Belgarath
    • April 17, 2003

12. When Does 5-year term begin?

    By Guest rocnrols2, April 10, 2003
    • 6 replies
    • 2k views
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    • Mike Preston
    • April 15, 2003

13. Transfer from eligible employee class to ineligibl

    By Guest DeePA, April 11, 2003
    • 8 replies
    • 1.5k views
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    • KJohnson
    • April 15, 2003

14. Cash-out distributions

    By katieinny, April 11, 2003
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • April 14, 2003

15. Vesting

    By Guest chris4013, April 11, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • April 11, 2003

16. Loan fee as % of loan amount

    By Guest Calimayhew, April 9, 2003
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • April 10, 2003

17. Hardship Withholding

    By Guest chris4013, April 9, 2003
    • 1 reply
    • 1.4k views
    • 
    • BFree
    • April 9, 2003

18. MINDI to Surviving Spouse

    By Guest SCUDDESLER, March 18, 2003
    • 7 replies
    • 1.7k views
    • 
    • mbozek
    • April 5, 2003

19. RMD or MRD?

    By joel, October 30, 2001
    • 4 replies
    • 7.4k views
    • 
    • jevd
    • April 4, 2003

20. Reasonable Time locating missing

    By Guest AdminFL, April 3, 2003
    • 0 replies
    • 938 views
    • 
    • Guest
    • April 3, 2003

21. "Interest" During "Cure Period"

    By Guest cjk, March 31, 2003
    • 1 reply
    • 1.4k views
    • 
    • E as in ERISA
    • April 1, 2003

22. "Accrued Interest" During "Cure Period"

    By Guest cjk, April 1, 2003
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • April 1, 2003

23. Withheld Taxes Reporting & Payment

    By flosfur, April 1, 2003
    • 1 reply
    • 1.1k views
    • 
    • maverick
    • April 1, 2003

24. Security For Plan Loan

    By chris, March 31, 2003
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 31, 2003

25. Military Leave

    By Guest PJW, March 31, 2003
    • 1 reply
    • 927 views
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    • MGB
    • March 31, 2003

26. Withholding On Death Benefit From Ps Plan

    By dmb, March 28, 2003
    • 4 replies
    • 3.1k views
    • 
    • david rigby
    • March 28, 2003

27. Lump Sum Distributions And 401(a)(9)

    By Guest Donaldson, March 28, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 28, 2003

28. Restricted Distributions

    By DTH, March 27, 2003
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • March 27, 2003

29. 72(t)

    By Guest KFLETT, March 26, 2003
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • March 26, 2003

30. Cannot locate missing participant in DC Plan - bad SS #

    By Guest bmurphy, June 20, 2002
    • 7 replies
    • 2k views
    • 
    • david rigby
    • March 26, 2003

31. DB Disability Benefit Notice Requirements

    By DTH, March 24, 2003
    • 1 reply
    • 909 views
    • 
    • Guest
    • March 24, 2003

32. Can someone tell me the latest news regarding required minimum distrib

    By dmb, March 24, 2003
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 24, 2003

33. 72(t) exemption

    By Felicia, March 21, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mary Kay Foss
    • March 23, 2003

34. IRA: surviving spouse

    By Felicia, March 21, 2003
    • 1 reply
    • 944 views
    • 
    • mbozek
    • March 22, 2003

35. Delinquent Loan Payments Due to Employer Error

    By Guest pjrieck, March 21, 2003
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • March 21, 2003

36. Inservice withdrawal limit?

    By jane123, March 21, 2003
    • 2 replies
    • 1.7k views
    • 
    • jaemmons
    • March 21, 2003

37. Loan Repayment

    By jane123, March 21, 2003
    • 4 replies
    • 1.2k views
    • 
    • E as in ERISA
    • March 21, 2003

38. Does form 1042-s require a tax ID number in all cases?

    By jane123, March 12, 2003
    • 4 replies
    • 1.6k views
    • 
    • jane123
    • March 21, 2003

39. Hardships for "Primary Residence"

    By Guest lwhittle, March 17, 2003
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • March 20, 2003

40. Loan Transfer

    By pmacduff, March 20, 2003
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • March 20, 2003

41. life insurance options for a terminating plan

    By Guest lindamichals, March 19, 2003
    • 0 replies
    • 972 views
    • 
    • Guest
    • March 19, 2003

42. RMD for Deceased Owner/Spouse

    By DP, March 18, 2003
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • March 19, 2003

43. Loan to Ineligible Participant

    By Guest CRC02, March 18, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 18, 2003

44. late 1099-R

    By Guest m.n.ouellette, March 13, 2003
    • 1 reply
    • 1.2k views
    • 
    • maverick
    • March 13, 2003

45. Withholding on Distributions under $200

    By RCK, March 11, 2003
    • 3 replies
    • 2k views
    • 
    • maverick
    • March 12, 2003

46. Open IRA in name of Decedent...

    By chris, March 10, 2003
    • 5 replies
    • 1.1k views
    • 
    • jaemmons
    • March 11, 2003

47. Minimum Required Distributions

    By Guest pjrieck, March 6, 2003
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • March 10, 2003

48. Disclaimer by nonresident beneficiary

    By Guest halka, March 7, 2003
    • 0 replies
    • 859 views
    • 
    • Guest
    • March 7, 2003

49. Maximum loan availability

    By Guest susa, March 4, 2003
    • 5 replies
    • 1.3k views
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    • Belgarath
    • March 5, 2003

50. Distribute Very Small Account Balances?

    By Casey, March 3, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • March 4, 2003