Distributions and Loans, Other than QDROs

4,180 topics in this forum

1. Loan Repayment

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

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

   By jane123, March 12, 2003
   • 4 replies
   • 1.7k views
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   • jane123
   • March 21, 2003

3. Hardships for "Primary Residence"

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

4. Loan Transfer

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

5. life insurance options for a terminating plan

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

6. RMD for Deceased Owner/Spouse

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

7. Loan to Ineligible Participant

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

8. late 1099-R

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

9. Withholding on Distributions under $200

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

10. Open IRA in name of Decedent...

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

11. Minimum Required Distributions

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

12. Disclaimer by nonresident beneficiary

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

13. Maximum loan availability

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

14. Distribute Very Small Account Balances?

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

15. Delinquent loan reporting for active participant

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

16. Ghost of Participant Past Redux

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

17. How to report distribution

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

18. MRD - 1099R for 2002 or 2003?

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

19. Loan/Spousal Consent

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

20. Distributions from Terminated Small DB Plan

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

21. 10% penalty

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

22. Plan participant dies with an outstanding loan

    By Guest yvonne001, February 21, 2003
    • 8 replies
    • 8.7k views
    • 
    • Guest
    • February 21, 2003

23. 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

24. 1099-R question

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

25. 401K distribution

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

26. Failure to Make 945 Deposits

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

27. 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

28. 1099-R Distribution Code

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

29. Required Beginning Date for Terminated Participant in DB Plan

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

30. Mindi Transfer From Db To Ira

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

31. Uncashed Distribution Checks

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

32. Sub-S Corp & loan

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

33. Florida Documentary Stamp Tax and Loans from ERISA Plans

    By Guest scr, June 23, 1999
    • 8 replies
    • 5.6k views
    • 
    • Scuba 401
    • January 30, 2003

34. How to distribute vested benefits to illegal aliens?

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

35. Distribution to trust

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

36. Loans--Death

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

37. Reportable Distribution error...

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

38. Waiver of Spousal Interest

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

39. 20% tax withholding

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

40. Penalty for untimely 402(f) notice.

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

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

    By John A, November 21, 2002
    • 12 replies
    • 5.6k views
    • 
    • Tom Poje
    • January 24, 2003

42. 1099 When Plan Pays Participant Tax Levy?

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

43. Beneficiary Rollover within 401(k)

    By CAR, January 21, 2003
    • 5 replies
    • 1.5k views
    • 
    • mbozek
    • January 22, 2003

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

    By jevd, January 21, 2003
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • January 22, 2003

45. calculating PS-58 cost?

    By Guest pjg, January 18, 2003
    • 4 replies
    • 10.2k views
    • 
    • mbozek
    • January 21, 2003

46. Separate Accounts for Beneficiaries

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

47. Loan Repayments

    By Guest lhinson, January 15, 2003
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • January 15, 2003

48. rollover to a Roth IRA

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

49. Does Marriage Trump a Prior Beneficiary Designation Form?

    By Scott, January 8, 2003
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • January 9, 2003

50. Bankruptcy, loan payments and contributions

    By RCK, January 7, 2003
    • 4 replies
    • 1.3k views
    • 
    • RCK
    • January 9, 2003