Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Payment of benefits into court fund pending interpleader

   By Guest Jose Rosario, November 27, 2002
   • 7 replies
   • 3.5k views
   • 
   • mbozek
   • December 2, 2002

2. Repaying Defaulted Loan

   By KateSmithPA, November 22, 2002
   • 2 replies
   • 1.3k views
   • 
   • KateSmithPA
   • November 22, 2002

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

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

4. RMDs - Lots of Owners, But No 5% Owners

   By lkpittman, November 21, 2002
   • 1 reply
   • 1.1k views
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   • Appleby
   • November 21, 2002

5. Defaulted loans

   By Guest Dumb Maxie, November 20, 2002
   • 1 reply
   • 1.9k views
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   • lkpittman
   • November 21, 2002

6. Tax Reporting Defaulted Loans

   By DTH, November 20, 2002
   • 0 replies
   • 1.2k views
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   • DTH
   • November 20, 2002

7. Distribution from US Plan to Former Participant who is now a Canadian

   By Guest ANNEBV, November 15, 2002
   • 2 replies
   • 1.4k views
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   • Guest
   • November 15, 2002

8. 30% withholding

   By Guest 401kproman, November 14, 2002
   • 10 replies
   • 2k views
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   • Guest
   • November 15, 2002

9. Back up documentation for Hardship Distribution

   By Guest Jnnnwmn, November 14, 2002
   • 3 replies
   • 2.2k views
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   • E as in ERISA
   • November 15, 2002

10. 100% withholding - eligible rollover distribution

    By Guest wolfman, November 14, 2002
    • 1 reply
    • 1.1k views
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    • Jean
    • November 14, 2002

11. Deemed Distributions

    By Guest terid, November 13, 2002
    • 4 replies
    • 1.6k views
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    • Guest
    • November 14, 2002

12. Uniform table for RMD's?

    By Guest RONNIE WASEL, November 12, 2002
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • November 13, 2002

13. Loan Software

    By Guest JBarn1, November 11, 2002
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 23, 2002

14. IRS Minimum Distribution Regulation Delayed

    By Guest Calimayhew, November 6, 2002
    • 6 replies
    • 2.2k views
    • 
    • MGB
    • December 9, 2002

15. Hardship withdrawals from 401K

    By Guest Theresa Fox, November 6, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • November 6, 2002

16. Missing Participants

    By J2D2, November 6, 2002
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • November 6, 2002

17. Spousal Consent

    By Guest Henry P. Schneider, October 30, 2002
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • October 30, 2002

18. Required Minimum Distribution (70 1/2)

    By Guest Mindy, October 29, 2002
    • 1 reply
    • 1.2k views
    • 
    • Michael Devault
    • October 29, 2002

19. MRD Using new or old tables?

    By Guest CINCY, October 25, 2002
    • 3 replies
    • 1.4k views
    • 
    • KJohnson
    • October 25, 2002

20. loan question

    By Guest mab, October 23, 2002
    • 4 replies
    • 1.5k views
    • 
    • mbozek
    • October 25, 2002

21. Distributions

    By Guest Sunny, October 22, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 24, 2002

22. required minimum distributions on employer stock

    By Guest ladycpa, October 17, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • October 17, 2002

23. 60-day rollover period

    By Guest yukon, October 16, 2002
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • October 17, 2002

24. Changing 1099-r distribution code?

    By Guest bmurphy, October 15, 2002
    • 1 reply
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • October 15, 2002

25. Interest on Distributions

    By Guest Star Seeker, October 11, 2002
    • 5 replies
    • 1.5k views
    • 
    • QDROphile
    • October 11, 2002

26. RMD's and Illiquid Assets

    By Gruegen, October 11, 2002
    • 0 replies
    • 2.3k views
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    • Gruegen
    • October 11, 2002

27. Ineligible distribution

    By Guest SPOT, October 10, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 22, 2002

28. Repayment by payroll deductions for a participant who terminated emplo

    By smm, October 9, 2002
    • 7 replies
    • 4.4k views
    • 
    • Guest
    • October 10, 2002

29. 72(t) rule changes-legislative update

    By Appleby, October 3, 2002
    • 0 replies
    • 1.1k views
    • 
    • Appleby
    • October 3, 2002

30. Bankruptcy judge orders participant to stop loan payments?

    By Kathy, October 2, 2002
    • 6 replies
    • 2.7k views
    • 
    • RCK
    • October 3, 2002

31. Defined Benefit Plan Death Benefits

    By Guest SCUDDESLER, October 1, 2002
    • 3 replies
    • 1.7k views
    • 
    • MGB
    • October 2, 2002

32. Post-retirement divorce & QDROs divesting ex-spouse of interest

    By Guest jac, September 25, 2002
    • 6 replies
    • 4.1k views
    • 
    • RTK
    • September 26, 2002

33. Loans for the elderly

    By Guest kan, September 25, 2002
    • 18 replies
    • 3.5k views
    • 
    • Kirk Maldonado
    • September 28, 2002

34. Termed Plan - trying to pay out remaining participants

    By Guest bmurphy, September 25, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • September 25, 2002

35. Involuntary Distributions

    By Fred Payne, September 23, 2002
    • 3 replies
    • 2.7k views
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    • RTK
    • September 24, 2002

36. Does anyone have a sample distribution letter

    By Guest jrf1, September 23, 2002
    • 3 replies
    • 2.1k views
    • 
    • Appleby
    • September 23, 2002

37. 401(k) distributions

    By Guest Rosyw, September 23, 2002
    • 8 replies
    • 1.6k views
    • 
    • QDROphile
    • September 24, 2002

38. Legally separated spouse's consent??

    By chris, September 20, 2002
    • 10 replies
    • 4.1k views
    • 
    • chris
    • September 22, 2002

39. pension protection against debts

    By Guest jesseg46, September 16, 2002
    • 6 replies
    • 1.6k views
    • 
    • kocak
    • September 17, 2002

40. loss on balance prior to final distribution

    By Guest GS1100, September 14, 2002
    • 9 replies
    • 1.3k views
    • 
    • Guest
    • September 17, 2002

41. Late distribution

    By DTH, September 13, 2002
    • 4 replies
    • 1.7k views
    • 
    • mbozek
    • September 16, 2002

42. MRD for non-5% owner

    By jaemmons, September 11, 2002
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • September 13, 2002

43. Continuation of periodic payments after re-hire following a good-faith

    By gle3186, September 9, 2002
    • 0 replies
    • 1.2k views
    • 
    • gle3186
    • September 9, 2002

44. Company "forgot" to payroll deduct loan payments

    By maverick, September 7, 2002
    • 14 replies
    • 3.2k views
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    • maverick
    • October 10, 2002

45. Do Employer Contribution Accounts have to be separate?

    By Guest sarasf, September 7, 2002
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • September 7, 2002

46. Valuation Date for Distribution

    By Guest sarasf, September 7, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • September 7, 2002

47. Loan treatment in Chapter 7 Bankruptcy

    By jaemmons, September 6, 2002
    • 12 replies
    • 3k views
    • 
    • mbozek
    • September 13, 2002

48. Missing beneficiary form

    By Guest bmurphy, September 6, 2002
    • 4 replies
    • 1.9k views
    • 
    • mbozek
    • September 9, 2002

49. Setting up decedent IRA from a qualified plan?

    By Guest dory, September 5, 2002
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • September 6, 2002

50. ira distribution

    By Guest program, September 2, 2002
    • 3 replies
    • 1.3k views
    • 
    • Mary Kay Foss
    • September 5, 2002