Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Rollover of cash-out distribution

   By Guest At Peace, May 15, 2003
   • 3 replies
   • 1.2k views
   • 
   • Brenda Wren
   • May 16, 2003

2. Maximum loan amount on multiple loans

   By Guest PensionAdministrator, May 15, 2003
   • 1 reply
   • 1.4k views
   • 
   • Belgarath
   • May 15, 2003

3. In-Service Distribution from Merged MPP

   By DP, May 15, 2003
   • 1 reply
   • 1.5k views
   • 
   • rcline46
   • May 15, 2003

4. Transfer of Loans

   By Guest mcw, May 14, 2003
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • May 15, 2003

5. Former Key Definition

   By Guest DeePA, May 9, 2003
   • 1 reply
   • 1.5k views
   • 
   • g8r
   • May 13, 2003

6. International Locator Services

   By Guest erisa15, May 9, 2003
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • May 9, 2003

7. Very Small - Under $10 - Balances

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

8. Which states tax distributions

   By John A, April 29, 2003
   • 7 replies
   • 2.6k views
   • 
   • Guest
   • May 2, 2003

9. 1 time hardship dbtns

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

10. RBD

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

11. Exception to 60 day rule for rollovers

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

12. Assignment of Pension Benefits

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

13. Distribution to Atty-in-Fact During Divorce

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

14. New 1099-R / 5498 Instructions

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

15. Forfeiture during year of plan termination

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

16. Death distribution to a minor

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

17. Rollover

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

18. When Does 5-year term begin?

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

19. Transfer from eligible employee class to ineligibl

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

20. Cash-out distributions

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

21. Vesting

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

22. Loan fee as % of loan amount

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

23. Hardship Withholding

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

24. MINDI to Surviving Spouse

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

25. RMD or MRD?

    By joel, October 30, 2001
    • 4 replies
    • 7.6k views
    • 
    • jevd
    • April 4, 2003

26. Reasonable Time locating missing

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

27. "Interest" During "Cure Period"

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

28. "Accrued Interest" During "Cure Period"

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

29. Withheld Taxes Reporting & Payment

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

30. Security For Plan Loan

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

31. Military Leave

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

32. Withholding On Death Benefit From Ps Plan

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

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

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

34. Restricted Distributions

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

35. 72(t)

    By Guest KFLETT, March 26, 2003
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • March 26, 2003

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

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

37. DB Disability Benefit Notice Requirements

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

38. 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

39. 72(t) exemption

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

40. IRA: surviving spouse

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

41. Delinquent Loan Payments Due to Employer Error

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

42. Inservice withdrawal limit?

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

43. Loan Repayment

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

44. 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

45. Hardships for "Primary Residence"

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

46. Loan Transfer

    By pmacduff, March 20, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 20, 2003

47. life insurance options for a terminating plan

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

48. RMD for Deceased Owner/Spouse

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

49. Loan to Ineligible Participant

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

50. late 1099-R

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