Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Delinquent loan reporting for active participant

   By pbarrett, February 26, 2003
   • 1 reply
   • 1.5k views
   • 
   • mbozek
   • March 3, 2003

2. Ghost of Participant Past Redux

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

3. How to report distribution

   By JanetM, February 25, 2003
   • 4 replies
   • 1.3k views
   • 
   • mbozek
   • February 28, 2003

4. MRD - 1099R for 2002 or 2003?

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

5. Loan/Spousal Consent

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

6. Distributions from Terminated Small DB Plan

   By Guest pension222, November 2, 2001
   • 13 replies
   • 4.5k views
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   • david rigby
   • February 22, 2003

7. 10% penalty

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

8. Plan participant dies with an outstanding loan

   By Guest yvonne001, February 21, 2003
   • 8 replies
   • 8.4k views
   • 
   • Guest
   • February 21, 2003

9. 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

10. 1099-R question

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

11. 401K distribution

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

12. Failure to Make 945 Deposits

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

13. Where a participant owns part of the primary residence the participant

    By John A, January 12, 2000
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • February 11, 2003

14. 1099-R Distribution Code

    By Guest Giovanni, February 7, 2003
    • 4 replies
    • 1.9k views
    • 
    • Appleby
    • February 7, 2003

15. Required Beginning Date for Terminated Participant in DB Plan

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

16. Mindi Transfer From Db To Ira

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

17. Uncashed Distribution Checks

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

18. Sub-S Corp & loan

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

19. Florida Documentary Stamp Tax and Loans from ERISA Plans

    By Guest scr, June 23, 1999
    • 8 replies
    • 5.5k views
    • 
    • Scuba 401
    • January 30, 2003

20. How to distribute vested benefits to illegal aliens?

    By JDuns, January 30, 2003
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • January 30, 2003

21. Distribution to trust

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

22. Loans--Death

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

23. Reportable Distribution error...

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

24. Waiver of Spousal Interest

    By Guest BKH, January 24, 2003
    • 2 replies
    • 2.2k views
    • 
    • QDROphile
    • January 25, 2003

25. 20% tax withholding

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

26. Penalty for untimely 402(f) notice.

    By KJohnson, January 23, 2003
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • January 24, 2003

27. What is the earliest a qualified plan can allow in-service withdrawals

    By John A, November 21, 2002
    • 12 replies
    • 5.5k views
    • 
    • Tom Poje
    • January 24, 2003

28. 1099 When Plan Pays Participant Tax Levy?

    By Guest Scott McHenry, January 22, 2003
    • 5 replies
    • 2k views
    • 
    • Guest
    • January 23, 2003

29. Beneficiary Rollover within 401(k)

    By CAR, January 21, 2003
    • 5 replies
    • 1.4k views
    • 
    • mbozek
    • January 22, 2003

30. Trust Beneficiary of QP with Spouse as Sole Trust Bene

    By jevd, January 21, 2003
    • 4 replies
    • 1.3k views
    • 
    • Appleby
    • January 22, 2003

31. calculating PS-58 cost?

    By Guest pjg, January 18, 2003
    • 4 replies
    • 10.1k views
    • 
    • mbozek
    • January 21, 2003

32. Separate Accounts for Beneficiaries

    By Felicia, January 16, 2003
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • January 16, 2003

33. Loan Repayments

    By Guest lhinson, January 15, 2003
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • January 15, 2003

34. rollover to a Roth IRA

    By betheeg, January 15, 2003
    • 1 reply
    • 994 views
    • 
    • Appleby
    • January 15, 2003

35. Does Marriage Trump a Prior Beneficiary Designation Form?

    By Scott, January 8, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 9, 2003

36. Bankruptcy, loan payments and contributions

    By RCK, January 7, 2003
    • 4 replies
    • 1.2k views
    • 
    • RCK
    • January 9, 2003

37. Missing Participants?

    By Guest Chris May, January 9, 2003
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • January 9, 2003

38. Return of check issued for force payout

    By Guest bmurphy, January 8, 2003
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • January 9, 2003

39. Rollover Distribution from qualified plan to SEP

    By Guest SCUDDESLER, January 8, 2003
    • 1 reply
    • 886 views
    • 
    • Appleby
    • January 8, 2003

40. minimum loan term

    By Guest Jeff Rhodes, January 7, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 7, 2003

41. Failure to Remit Loan Payments

    By Guest Jimmy B, January 6, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 6, 2003

42. Changing Substantially Equal Pmts

    By Guest rickw, December 30, 2002
    • 8 replies
    • 1.3k views
    • 
    • Appleby
    • January 3, 2003

43. Hardship and Loans

    By kocak, December 30, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 2, 2003

44. RMD and 5% owner test

    By Guest amybu99, December 23, 2002
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • December 26, 2002

45. RMD for spouse of deceased participant

    By rfahey, December 23, 2002
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • December 26, 2002

46. Ordering 1099-R Forms

    By Guest R. Daestrom, December 23, 2002
    • 2 replies
    • 999 views
    • 
    • Guest
    • December 24, 2002

47. Rollover check issued to Plan Sponsor fbo payee, not the Plan fbo paye

    By R. Butler, December 20, 2002
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • December 23, 2002

48. Annuity form of benefit

    By Guest Labradane, December 23, 2002
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • December 23, 2002

49. in-service withdrawal, fed tax withholding

    By betheeg, December 20, 2002
    • 2 replies
    • 2.2k views
    • 
    • Appleby
    • December 23, 2002

50. IRA aggregated with Qualified Plan for RMD

    By R. Butler, December 20, 2002
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • December 23, 2002