Distributions and Loans, Other than QDROs

4,188 topics in this forum

1. 72(t)

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

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

   By Guest bmurphy, June 20, 2002
   • 7 replies
   • 2.1k views
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   • david rigby
   • March 26, 2003

3. DB Disability Benefit Notice Requirements

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

4. Can someone tell me the latest news regarding required minimum distrib

   By dmb, March 24, 2003
   • 2 replies
   • 1.3k views
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   • Blinky the 3-eyed Fish
   • March 24, 2003

5. 72(t) exemption

   By Felicia, March 21, 2003
   • 1 reply
   • 1.3k views
   • 
   • Mary Kay Foss
   • March 23, 2003

6. IRA: surviving spouse

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

7. Delinquent Loan Payments Due to Employer Error

   By Guest pjrieck, March 21, 2003
   • 2 replies
   • 1.7k views
   • 
   • mbozek
   • March 21, 2003

8. Inservice withdrawal limit?

   By jane123, March 21, 2003
   • 2 replies
   • 1.8k views
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   • jaemmons
   • March 21, 2003

9. Loan Repayment

   By jane123, March 21, 2003
   • 4 replies
   • 1.3k views
   • 
   • E as in ERISA
   • March 21, 2003

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

    By jane123, March 12, 2003
    • 4 replies
    • 1.8k views
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    • jane123
    • March 21, 2003

11. Hardships for "Primary Residence"

    By Guest lwhittle, March 17, 2003
    • 5 replies
    • 2.7k views
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    • Guest
    • March 20, 2003

12. Loan Transfer

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

13. life insurance options for a terminating plan

    By Guest lindamichals, March 19, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 19, 2003

14. RMD for Deceased Owner/Spouse

    By DP, March 18, 2003
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • March 19, 2003

15. Loan to Ineligible Participant

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

16. late 1099-R

    By Guest m.n.ouellette, March 13, 2003
    • 1 reply
    • 1.3k views
    • 
    • maverick
    • March 13, 2003

17. Withholding on Distributions under $200

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

18. Open IRA in name of Decedent...

    By chris, March 10, 2003
    • 5 replies
    • 1.2k views
    • 
    • jaemmons
    • March 11, 2003

19. Minimum Required Distributions

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

20. Disclaimer by nonresident beneficiary

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

21. Maximum loan availability

    By Guest susa, March 4, 2003
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • March 5, 2003

22. Distribute Very Small Account Balances?

    By Casey, March 3, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • March 4, 2003

23. Delinquent loan reporting for active participant

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

24. Ghost of Participant Past Redux

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

25. How to report distribution

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

26. MRD - 1099R for 2002 or 2003?

    By Guest RONNIE WASEL, February 28, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • February 28, 2003

27. Loan/Spousal Consent

    By Gilmore, February 24, 2003
    • 16 replies
    • 3.1k views
    • 
    • Blinky the 3-eyed Fish
    • February 26, 2003

28. Distributions from Terminated Small DB Plan

    By Guest pension222, November 2, 2001
    • 13 replies
    • 4.7k views
    • 
    • david rigby
    • February 22, 2003

29. 10% penalty

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

30. Plan participant dies with an outstanding loan

    By Guest yvonne001, February 21, 2003
    • 8 replies
    • 8.8k views
    • 
    • Guest
    • February 21, 2003

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

    By Guest hpaine, February 6, 2003
    • 6 replies
    • 1.6k views
    • 
    • E as in ERISA
    • February 19, 2003

32. 1099-R question

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

33. 401K distribution

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

34. Failure to Make 945 Deposits

    By Guest KFLETT, February 12, 2003
    • 2 replies
    • 1k views
    • 
    • Guest
    • February 15, 2003

35. 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

36. 1099-R Distribution Code

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

37. Required Beginning Date for Terminated Participant in DB Plan

    By Guest HarveyC, February 6, 2003
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • February 6, 2003

38. Mindi Transfer From Db To Ira

    By Guest SCUDDESLER, January 31, 2003
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 1, 2003

39. Uncashed Distribution Checks

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

40. Sub-S Corp & loan

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

41. Florida Documentary Stamp Tax and Loans from ERISA Plans

    By Guest scr, June 23, 1999
    • 8 replies
    • 5.7k views
    • 
    • Scuba 401
    • January 30, 2003

42. How to distribute vested benefits to illegal aliens?

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

43. Distribution to trust

    By J2D2, January 28, 2003
    • 4 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • January 29, 2003

44. Loans--Death

    By Felicia, January 24, 2003
    • 2 replies
    • 1.4k views
    • 
    • RTK
    • January 27, 2003

45. Reportable Distribution error...

    By Guest Carl C, January 26, 2003
    • 3 replies
    • 1.9k views
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    • jane123
    • January 27, 2003

46. Waiver of Spousal Interest

    By Guest BKH, January 24, 2003
    • 2 replies
    • 2.3k views
    • 
    • QDROphile
    • January 25, 2003

47. 20% tax withholding

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

48. Penalty for untimely 402(f) notice.

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

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

    By John A, November 21, 2002
    • 12 replies
    • 5.7k views
    • 
    • Tom Poje
    • January 24, 2003

50. 1099 When Plan Pays Participant Tax Levy?

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