Distributions and Loans, Other than QDROs

4,205 topics in this forum

1. Deemed Distribution vs. Loan Offset Amount

   By Guest cease, July 21, 2003
   • 3 replies
   • 6.2k views
   • 
   • Guest
   • July 23, 2003

2. Reporting for Errant Distribution

   By mming, July 19, 2003
   • 3 replies
   • 1.9k views
   • 
   • Lynn Campbell
   • July 21, 2003

3. Triggering Event with Multiple ER Arrangement

   By Guest Jim Kais, July 7, 2003
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • July 21, 2003

4. Defaulted Participant Loan

   By Guest cease, July 17, 2003
   • 1 reply
   • 1.4k views
   • 
   • R. Butler
   • July 17, 2003

5. involuntary distributions

   By Guest ElKH, July 11, 2003
   • 4 replies
   • 2.5k views
   • 
   • mbozek
   • July 16, 2003

6. Timing of Plan Distributions

   By Guest gcrechale, July 15, 2003
   • 3 replies
   • 1.9k views
   • 
   • RTK
   • July 15, 2003

7. Basis Exceeds Amount of Refund

   By Guest CRC02, July 10, 2003
   • 1 reply
   • 1.4k views
   • 
   • Mary Kay Foss
   • July 15, 2003

8. Renegotiating a Principal Residence Loan

   By DTH, July 3, 2003
   • 0 replies
   • 1.4k views
   • 
   • DTH
   • July 3, 2003

9. Attaining age 59 1/2 for SEPP purposes

   By Guest ERISA_kid, June 12, 2003
   • 2 replies
   • 1.3k views
   • 
   • Appleby
   • July 3, 2003

10. distribution & income tax withholding

    By eilano, June 27, 2003
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • June 27, 2003

11. 945 tax deposit problems

    By AndrewZ, June 26, 2003
    • 3 replies
    • 2.4k views
    • 
    • pmacduff
    • June 27, 2003

12. hardship after max loan

    By Guest Ed Walker, June 26, 2003
    • 2 replies
    • 1.5k views
    • 
    • bzorc
    • June 26, 2003

13. Divorce and Outdated Beni Designation

    By Christine Roberts, June 25, 2003
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • June 25, 2003

14. Spousal Consetn

    By Guest Mike Schwing, June 25, 2003
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 25, 2003

15. 401k Hardship

    By DP, June 24, 2003
    • 2 replies
    • 1.7k views
    • 
    • Harwood
    • June 24, 2003

16. Tax code on 1099R for defaulted loans

    By Guest terid, June 24, 2003
    • 1 reply
    • 10.3k views
    • 
    • Harwood
    • June 24, 2003

17. Distribution in Error

    By DP, June 23, 2003
    • 1 reply
    • 1.5k views
    • 
    • Harwood
    • June 23, 2003

18. Forced cash outs...

    By Guest RONNIE WASEL, June 13, 2003
    • 2 replies
    • 1.7k views
    • 
    • R. Butler
    • June 13, 2003

19. SEPP Rate Flexibility

    By jane123, May 30, 2003
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 12, 2003

20. Beneficiary is owner already taking RMD's

    By TPAVP, June 12, 2003
    • 0 replies
    • 1.2k views
    • 
    • TPAVP
    • June 12, 2003

21. First MRD for a Participant who is over age 70 and

    By smm, June 11, 2003
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • June 12, 2003

22. Trust Beneficiary

    By jane123, June 11, 2003
    • 4 replies
    • 1.7k views
    • 
    • jane123
    • June 11, 2003

23. Penalties for not withholding

    By Guest cosmo01, June 9, 2003
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • June 10, 2003

24. Proper Interest rate for loan after a LOA

    By R. Butler, June 9, 2003
    • 3 replies
    • 2.3k views
    • 
    • QDROphile
    • June 9, 2003

25. Loan Amount

    By WDIK, June 6, 2003
    • 3 replies
    • 3k views
    • 
    • mbozek
    • June 7, 2003

26. mandatory withholding

    By Guest mikeak, June 6, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • June 6, 2003

27. latest permissible term date

    By ccassetty, June 6, 2003
    • 0 replies
    • 1.4k views
    • 
    • ccassetty
    • June 6, 2003

28. Notices and Elections

    By WDIK, June 5, 2003
    • 1 reply
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 6, 2003

29. MRD and life insurance policies

    By Guest amybu99, June 5, 2003
    • 2 replies
    • 2.5k views
    • 
    • Belgarath
    • June 5, 2003

30. Loan online

    By Guest OscarD, June 4, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 4, 2003

31. Loan default

    By Gilmore, May 20, 2003
    • 7 replies
    • 2.9k views
    • 
    • Gilmore
    • May 28, 2003

32. Maximum Loans

    By Guest sjpilger, May 22, 2003
    • 2 replies
    • 1.6k views
    • 
    • Mike Preston
    • May 23, 2003

33. 10% penalty and loans

    By eilano, May 6, 2003
    • 3 replies
    • 1.5k views
    • 
    • Brenda Wren
    • May 16, 2003

34. Rollover of cash-out distribution

    By Guest At Peace, May 15, 2003
    • 3 replies
    • 1.6k views
    • 
    • Brenda Wren
    • May 16, 2003

35. Maximum loan amount on multiple loans

    By Guest PensionAdministrator, May 15, 2003
    • 1 reply
    • 1.8k views
    • 
    • Belgarath
    • May 15, 2003

36. In-Service Distribution from Merged MPP

    By DP, May 15, 2003
    • 1 reply
    • 1.9k views
    • 
    • rcline46
    • May 15, 2003

37. Transfer of Loans

    By Guest mcw, May 14, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 15, 2003

38. Former Key Definition

    By Guest DeePA, May 9, 2003
    • 1 reply
    • 2k views
    • 
    • g8r
    • May 13, 2003

39. International Locator Services

    By Guest erisa15, May 9, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 9, 2003

40. Very Small - Under $10 - Balances

    By ljr, May 8, 2003
    • 2 replies
    • 1.8k views
    • 
    • ljr
    • May 8, 2003

41. Which states tax distributions

    By John A, April 29, 2003
    • 7 replies
    • 3.1k views
    • 
    • Guest
    • May 2, 2003

42. 1 time hardship dbtns

    By Guest susa, May 1, 2003
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • May 2, 2003

43. RBD

    By Archimage, May 1, 2003
    • 3 replies
    • 1.6k views
    • 
    • Appleby
    • May 1, 2003

44. Exception to 60 day rule for rollovers

    By katieinny, April 17, 2003
    • 1 reply
    • 1.8k views
    • 
    • Appleby
    • April 29, 2003

45. Assignment of Pension Benefits

    By Guest jac, April 24, 2003
    • 1 reply
    • 3k views
    • 
    • chris
    • April 24, 2003

46. Distribution to Atty-in-Fact During Divorce

    By chris, April 22, 2003
    • 6 replies
    • 1.9k views
    • 
    • chris
    • April 23, 2003

47. New 1099-R / 5498 Instructions

    By Guest Derelict, April 23, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 23, 2003

48. Forfeiture during year of plan termination

    By katieinny, April 17, 2003
    • 8 replies
    • 3.6k views
    • 
    • KJohnson
    • April 18, 2003

49. Death distribution to a minor

    By Guest yvonne001, April 17, 2003
    • 2 replies
    • 2.3k views
    • 
    • david rigby
    • April 17, 2003

50. Rollover

    By DTH, April 17, 2003
    • 2 replies
    • 1.6k views
    • 
    • Belgarath
    • April 17, 2003