Distributions and Loans, Other than QDROs

4,195 topics in this forum

1. Loans--Death

   By Felicia, January 24, 2003
   • 2 replies
   • 1.5k views
   • 
   • RTK
   • January 27, 2003

2. Reportable Distribution error...

   By Guest Carl C, January 26, 2003
   • 3 replies
   • 2k views
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   • jane123
   • January 27, 2003

3. Waiver of Spousal Interest

   By Guest BKH, January 24, 2003
   • 2 replies
   • 2.4k views
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   • QDROphile
   • January 25, 2003

4. 20% tax withholding

   By Guest Carol D, January 24, 2003
   • 0 replies
   • 1.1k views
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   • Guest
   • January 24, 2003

5. Penalty for untimely 402(f) notice.

   By KJohnson, January 23, 2003
   • 1 reply
   • 1.9k views
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   • Blinky the 3-eyed Fish
   • January 24, 2003

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

   By John A, November 21, 2002
   • 12 replies
   • 6k views
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   • Tom Poje
   • January 24, 2003

7. 1099 When Plan Pays Participant Tax Levy?

   By Guest Scott McHenry, January 22, 2003
   • 5 replies
   • 2.1k views
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   • Guest
   • January 23, 2003

8. Beneficiary Rollover within 401(k)

   By CAR, January 21, 2003
   • 5 replies
   • 1.7k views
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   • mbozek
   • January 22, 2003

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

   By jevd, January 21, 2003
   • 4 replies
   • 1.5k views
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   • Appleby
   • January 22, 2003

10. calculating PS-58 cost?

    By Guest pjg, January 18, 2003
    • 4 replies
    • 10.4k views
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    • mbozek
    • January 21, 2003

11. Separate Accounts for Beneficiaries

    By Felicia, January 16, 2003
    • 2 replies
    • 1.2k views
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    • mbozek
    • January 16, 2003

12. Loan Repayments

    By Guest lhinson, January 15, 2003
    • 2 replies
    • 1.4k views
    • 
    • E as in ERISA
    • January 15, 2003

13. rollover to a Roth IRA

    By betheeg, January 15, 2003
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • January 15, 2003

14. Does Marriage Trump a Prior Beneficiary Designation Form?

    By Scott, January 8, 2003
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 9, 2003

15. Bankruptcy, loan payments and contributions

    By RCK, January 7, 2003
    • 4 replies
    • 1.4k views
    • 
    • RCK
    • January 9, 2003

16. Missing Participants?

    By Guest Chris May, January 9, 2003
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • January 9, 2003

17. Return of check issued for force payout

    By Guest bmurphy, January 8, 2003
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • January 9, 2003

18. Rollover Distribution from qualified plan to SEP

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

19. minimum loan term

    By Guest Jeff Rhodes, January 7, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 7, 2003

20. Failure to Remit Loan Payments

    By Guest Jimmy B, January 6, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 6, 2003

21. Changing Substantially Equal Pmts

    By Guest rickw, December 30, 2002
    • 8 replies
    • 1.5k views
    • 
    • Appleby
    • January 3, 2003

22. Hardship and Loans

    By kocak, December 30, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 2, 2003

23. RMD and 5% owner test

    By Guest amybu99, December 23, 2002
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • December 26, 2002

24. RMD for spouse of deceased participant

    By rfahey, December 23, 2002
    • 3 replies
    • 1.8k views
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    • mbozek
    • December 26, 2002

25. Ordering 1099-R Forms

    By Guest R. Daestrom, December 23, 2002
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 24, 2002

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

    By R. Butler, December 20, 2002
    • 2 replies
    • 2.6k views
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    • Guest
    • December 23, 2002

27. Annuity form of benefit

    By Guest Labradane, December 23, 2002
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • December 23, 2002

28. in-service withdrawal, fed tax withholding

    By betheeg, December 20, 2002
    • 2 replies
    • 2.3k views
    • 
    • Appleby
    • December 23, 2002

29. IRA aggregated with Qualified Plan for RMD

    By R. Butler, December 20, 2002
    • 4 replies
    • 1.6k views
    • 
    • Appleby
    • December 23, 2002

30. loan

    By Guest greggi39, December 20, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 20, 2002

31. Participant Deceased, No Beneficiary or Estate - now what?

    By John A, December 19, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • December 20, 2002

32. minimum distributions

    By Guest Peter Langdon, December 13, 2002
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • December 16, 2002

33. Nonresident Alien Withholding - Effectively Connected Income

    By DTH, December 12, 2002
    • 9 replies
    • 2.9k views
    • 
    • mbozek
    • December 16, 2002

34. An in-service loan from a governmental DB plan

    By joel, December 14, 2002
    • 3 replies
    • 1.3k views
    • 
    • mbozek
    • December 16, 2002

35. Impact of Chapter 13 Bankruptcy on Loan

    By Guest tracys, December 12, 2002
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • December 12, 2002

36. Nominee 1099-R

    By Guest AFRICA6796, December 12, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 12, 2002

37. Participant Dies after LS Election

    By kocak, December 10, 2002
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • December 12, 2002

38. Losses on Corrective Distributions

    By DTH, December 9, 2002
    • 3 replies
    • 1.9k views
    • 
    • kocak
    • December 11, 2002

39. Defaulted loan

    By Guest MNR, December 10, 2002
    • 3 replies
    • 1.5k views
    • 
    • pmacduff
    • December 10, 2002

40. IRS Minimum Distribution Regulation Delayed

    By Guest Calimayhew, November 6, 2002
    • 6 replies
    • 2.4k views
    • 
    • MGB
    • December 9, 2002

41. When is retirement for 401(a)(9) purposes - last day worked or next da

    By Wessex, December 6, 2002
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 9, 2002

42. Establishing IRA rollover account for missing participants

    By Guest bmurphy, December 6, 2002
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • December 7, 2002

43. Joint and Survivor Annuities

    By MarZDoates, December 6, 2002
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • December 6, 2002

44. Ira To 403(b) Rollover After Age 70 1/2

    By Guest JBeck, December 5, 2002
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • December 6, 2002

45. Fiduciary timing responsibilities for processing & forwarding dist

    By Guest TAllen, December 6, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 6, 2002

46. Sole Prop. Loans

    By Guest Fuzzy, December 5, 2002
    • 2 replies
    • 1.1k views
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    • jpod
    • December 5, 2002

47. CA STATE WITHHOLDING vs. RESIDENCE

    By Guest RSNOW, December 4, 2002
    • 3 replies
    • 1.6k views
    • 
    • maverick
    • December 5, 2002

48. NUA and Lump Sum distributions

    By Guest Stenli, December 4, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 5, 2002

49. Annual election to defer or receive an RMD for a non-5% owner - is any

    By John A, December 6, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 4, 2002

50. Pension Distribution Withholding - State Level

    By pmacduff, December 4, 2002
    • 4 replies
    • 2k views
    • 
    • Guest
    • December 4, 2002