Distributions and Loans, Other than QDROs

4,188 topics in this forum

1. Forced cash outs...

   By Guest RONNIE WASEL, June 13, 2003
   • 2 replies
   • 1.4k views
   • 
   • R. Butler
   • June 13, 2003

2. SEPP Rate Flexibility

   By jane123, May 30, 2003
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • June 12, 2003

3. Beneficiary is owner already taking RMD's

   By TPAVP, June 12, 2003
   • 0 replies
   • 1.1k views
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   • TPAVP
   • June 12, 2003

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

   By smm, June 11, 2003
   • 2 replies
   • 1.2k views
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   • david rigby
   • June 12, 2003

5. Trust Beneficiary

   By jane123, June 11, 2003
   • 4 replies
   • 1.4k views
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   • jane123
   • June 11, 2003

6. Penalties for not withholding

   By Guest cosmo01, June 9, 2003
   • 4 replies
   • 2k views
   • 
   • Guest
   • June 10, 2003

7. Proper Interest rate for loan after a LOA

   By R. Butler, June 9, 2003
   • 3 replies
   • 2k views
   • 
   • QDROphile
   • June 9, 2003

8. Loan Amount

   By WDIK, June 6, 2003
   • 3 replies
   • 2.7k views
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   • mbozek
   • June 7, 2003

9. mandatory withholding

   By Guest mikeak, June 6, 2003
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • June 6, 2003

10. latest permissible term date

    By ccassetty, June 6, 2003
    • 0 replies
    • 1.2k views
    • 
    • ccassetty
    • June 6, 2003

11. Notices and Elections

    By WDIK, June 5, 2003
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • June 6, 2003

12. MRD and life insurance policies

    By Guest amybu99, June 5, 2003
    • 2 replies
    • 2.2k views
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    • Belgarath
    • June 5, 2003

13. Loan online

    By Guest OscarD, June 4, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 4, 2003

14. Loan default

    By Gilmore, May 20, 2003
    • 7 replies
    • 2.5k views
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    • Gilmore
    • May 28, 2003

15. Maximum Loans

    By Guest sjpilger, May 22, 2003
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • May 23, 2003

16. 10% penalty and loans

    By eilano, May 6, 2003
    • 3 replies
    • 1.3k views
    • 
    • Brenda Wren
    • May 16, 2003

17. Rollover of cash-out distribution

    By Guest At Peace, May 15, 2003
    • 3 replies
    • 1.3k views
    • 
    • Brenda Wren
    • May 16, 2003

18. Maximum loan amount on multiple loans

    By Guest PensionAdministrator, May 15, 2003
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • May 15, 2003

19. In-Service Distribution from Merged MPP

    By DP, May 15, 2003
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • May 15, 2003

20. Transfer of Loans

    By Guest mcw, May 14, 2003
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • May 15, 2003

21. Former Key Definition

    By Guest DeePA, May 9, 2003
    • 1 reply
    • 1.6k views
    • 
    • g8r
    • May 13, 2003

22. International Locator Services

    By Guest erisa15, May 9, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 9, 2003

23. Very Small - Under $10 - Balances

    By ljr, May 8, 2003
    • 2 replies
    • 1.6k views
    • 
    • ljr
    • May 8, 2003

24. Which states tax distributions

    By John A, April 29, 2003
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • May 2, 2003

25. 1 time hardship dbtns

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

26. RBD

    By Archimage, May 1, 2003
    • 3 replies
    • 1.2k views
    • 
    • Appleby
    • May 1, 2003

27. Exception to 60 day rule for rollovers

    By katieinny, April 17, 2003
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • April 29, 2003

28. Assignment of Pension Benefits

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

29. Distribution to Atty-in-Fact During Divorce

    By chris, April 22, 2003
    • 6 replies
    • 1.6k views
    • 
    • chris
    • April 23, 2003

30. New 1099-R / 5498 Instructions

    By Guest Derelict, April 23, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 23, 2003

31. Forfeiture during year of plan termination

    By katieinny, April 17, 2003
    • 8 replies
    • 2.9k views
    • 
    • KJohnson
    • April 18, 2003

32. Death distribution to a minor

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

33. Rollover

    By DTH, April 17, 2003
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • April 17, 2003

34. When Does 5-year term begin?

    By Guest rocnrols2, April 10, 2003
    • 6 replies
    • 2.1k views
    • 
    • Mike Preston
    • April 15, 2003

35. Transfer from eligible employee class to ineligibl

    By Guest DeePA, April 11, 2003
    • 8 replies
    • 1.6k views
    • 
    • KJohnson
    • April 15, 2003

36. Cash-out distributions

    By katieinny, April 11, 2003
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • April 14, 2003

37. Vesting

    By Guest chris4013, April 11, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • April 11, 2003

38. Loan fee as % of loan amount

    By Guest Calimayhew, April 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 10, 2003

39. Hardship Withholding

    By Guest chris4013, April 9, 2003
    • 1 reply
    • 1.5k views
    • 
    • BFree
    • April 9, 2003

40. MINDI to Surviving Spouse

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

41. RMD or MRD?

    By joel, October 30, 2001
    • 4 replies
    • 7.8k views
    • 
    • jevd
    • April 4, 2003

42. Reasonable Time locating missing

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

43. "Interest" During "Cure Period"

    By Guest cjk, March 31, 2003
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • April 1, 2003

44. "Accrued Interest" During "Cure Period"

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

45. Withheld Taxes Reporting & Payment

    By flosfur, April 1, 2003
    • 1 reply
    • 1.2k views
    • 
    • maverick
    • April 1, 2003

46. Security For Plan Loan

    By chris, March 31, 2003
    • 3 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • March 31, 2003

47. Military Leave

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

48. Withholding On Death Benefit From Ps Plan

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

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

    By Guest Donaldson, March 28, 2003
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 28, 2003

50. Restricted Distributions

    By DTH, March 27, 2003
    • 0 replies
    • 1.3k views
    • 
    • DTH
    • March 27, 2003