Distributions and Loans, Other than QDROs

4,172 topics in this forum

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

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

2. Withholding On Death Benefit From Ps Plan

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

3. Restricted Distributions

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

4. 72(t)

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

5. Successful methods for locating lost participants???

   By Guest pjg, March 25, 2003
   • 11 replies
   • 2.2k views
   • 
   • rosskeene
   • March 24, 2004

6. DB Disability Benefit Notice Requirements

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

7. 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

8. 72(t) exemption

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

9. Inservice withdrawal limit?

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

10. Loan Repayment

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

11. IRA: surviving spouse

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

12. Delinquent Loan Payments Due to Employer Error

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

13. Loan Transfer

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

14. life insurance options for a terminating plan

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

15. RMD for Deceased Owner/Spouse

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

16. Loan to Ineligible Participant

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

17. MINDI to Surviving Spouse

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

18. Hardships for "Primary Residence"

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

19. late 1099-R

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

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

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

21. Withholding on Distributions under $200

    By RCK, March 11, 2003
    • 3 replies
    • 2.1k views
    • 
    • maverick
    • March 12, 2003

22. Open IRA in name of Decedent...

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

23. Disclaimer by nonresident beneficiary

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

24. Minimum Required Distributions

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

25. Maximum loan availability

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

26. Ghost of Participant Past Redux

    By Medusa, March 3, 2003
    • 1 reply
    • 907 views
    • 
    • MGB
    • March 3, 2003

27. Distribute Very Small Account Balances?

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

28. MRD - 1099R for 2002 or 2003?

    By Guest RONNIE WASEL, February 28, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • February 28, 2003

29. Delinquent loan reporting for active participant

    By pbarrett, February 26, 2003
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • March 3, 2003

30. How to report distribution

    By JanetM, February 25, 2003
    • 4 replies
    • 1.4k views
    • 
    • mbozek
    • February 28, 2003

31. Loan/Spousal Consent

    By Gilmore, February 24, 2003
    • 16 replies
    • 2.9k views
    • 
    • Blinky the 3-eyed Fish
    • February 26, 2003

32. 10% penalty

    By Felicia, February 21, 2003
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • February 21, 2003

33. Plan participant dies with an outstanding loan

    By Guest yvonne001, February 21, 2003
    • 8 replies
    • 8.5k views
    • 
    • Guest
    • February 21, 2003

34. 1099-R question

    By Scuba 401, February 18, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 19, 2003

35. 401K distribution

    By Guest sethf123, February 17, 2003
    • 3 replies
    • 1.2k views
    • 
    • Mary Kay Foss
    • February 18, 2003

36. Failure to Make 945 Deposits

    By Guest KFLETT, February 12, 2003
    • 2 replies
    • 996 views
    • 
    • Guest
    • February 15, 2003

37. New 1099 form for ESAs and 529 Plans

    By Appleby, February 7, 2003
    • 8 replies
    • 1.5k views
    • 
    • Appleby
    • July 13, 2004

38. 1099-R Distribution Code

    By Guest Giovanni, February 7, 2003
    • 4 replies
    • 2k views
    • 
    • Appleby
    • February 7, 2003

39. Can an owner, who no longer works for the company but is receiving W-2

    By Guest hpaine, February 6, 2003
    • 6 replies
    • 1.5k views
    • 
    • E as in ERISA
    • February 19, 2003

40. Required Beginning Date for Terminated Participant in DB Plan

    By Guest HarveyC, February 6, 2003
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • February 6, 2003

41. Bank won't accept a check cut from a pension trust account for the par

    By alexa, February 1, 2003
    • 15 replies
    • 3.8k views
    • 
    • Blinky the 3-eyed Fish
    • May 20, 2004

42. Mindi Transfer From Db To Ira

    By Guest SCUDDESLER, January 31, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 1, 2003

43. Sub-S Corp & loan

    By alexa, January 31, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • January 31, 2003

44. Uncashed Distribution Checks

    By Guest enelson, January 30, 2003
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 31, 2003

45. How to distribute vested benefits to illegal aliens?

    By JDuns, January 30, 2003
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • January 30, 2003

46. What is the "date of the loan" for starting the 5 year repay

    By Guest Bob Lees, January 29, 2003
    • 11 replies
    • 3.5k views
    • 
    • Trekker
    • March 20, 2008

47. Distribution to trust

    By J2D2, January 28, 2003
    • 4 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • January 29, 2003

48. Reportable Distribution error...

    By Guest Carl C, January 26, 2003
    • 3 replies
    • 1.8k views
    • 
    • jane123
    • January 27, 2003

49. Loans--Death

    By Felicia, January 24, 2003
    • 2 replies
    • 1.3k views
    • 
    • RTK
    • January 27, 2003

50. 20% tax withholding

    By Guest Carol D, January 24, 2003
    • 0 replies
    • 915 views
    • 
    • Guest
    • January 24, 2003