Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Calculating maximum loan limit in a multi-plan, multi-loan environment

   By Guest Tim Cahoon, May 23, 2001
   • 3 replies
   • 4.8k views
   • 
   • Guest
   • October 11, 2002

2. RMD's and Illiquid Assets

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

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

   By smm, October 9, 2002
   • 7 replies
   • 3.7k views
   • 
   • Guest
   • October 10, 2002

4. Company "forgot" to payroll deduct loan payments

   By maverick, September 7, 2002
   • 14 replies
   • 3.1k views
   • 
   • maverick
   • October 10, 2002

5. Bankruptcy judge orders participant to stop loan payments?

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

6. 72(t) rule changes-legislative update

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

7. Proposed Regulations Issued: Multiple Loans to a Plan Participant

   By Dave Baker, August 1, 2000
   • 6 replies
   • 2k views
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   • k man
   • October 2, 2002

8. Defined Benefit Plan Death Benefits

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

9. Loans for the elderly

   By Guest kan, September 25, 2002
   • 18 replies
   • 3.4k views
   • 
   • Kirk Maldonado
   • September 28, 2002

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

    By Guest jac, September 25, 2002
    • 6 replies
    • 4k views
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    • RTK
    • September 26, 2002

11. Termed Plan - trying to pay out remaining participants

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

12. Involuntary Distributions

    By Fred Payne, September 23, 2002
    • 3 replies
    • 2.6k views
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    • RTK
    • September 24, 2002

13. 401(k) distributions

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

14. Does anyone have a sample distribution letter

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

15. Legally separated spouse's consent??

    By chris, September 20, 2002
    • 10 replies
    • 4k views
    • 
    • chris
    • September 22, 2002

16. pension protection against debts

    By Guest jesseg46, September 16, 2002
    • 6 replies
    • 1.5k views
    • 
    • kocak
    • September 17, 2002

17. loss on balance prior to final distribution

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

18. Late distribution

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

19. MRD for non-5% owner

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

20. Loan treatment in Chapter 7 Bankruptcy

    By jaemmons, September 6, 2002
    • 12 replies
    • 2.9k views
    • 
    • mbozek
    • September 13, 2002

21. 401(k) distribution-deceased participant/estate closed

    By Guest Martha A. Hayner, September 7, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 10, 2002

22. 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

23. Missing beneficiary form

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

24. Do Employer Contribution Accounts have to be separate?

    By Guest sarasf, September 7, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • September 7, 2002

25. Valuation Date for Distribution

    By Guest sarasf, September 7, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 7, 2002

26. Setting up decedent IRA from a qualified plan?

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

27. ira distribution

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

28. Separation from service

    By Guest Lex, September 1, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 1, 2002

29. Participant Loans

    By k man, August 30, 2002
    • 2 replies
    • 1.5k views
    • 
    • KIP KRAUS
    • August 31, 2002

30. 100% Joint & Survivor Distribution

    By gle3186, August 30, 2002
    • 3 replies
    • 1.8k views
    • 
    • MGB
    • August 30, 2002

31. Aggregation of Qualified Plan and IRA for RMD purposes?

    By Guest dory, August 29, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • August 30, 2002

32. 70 1/2 distributions with after tax money

    By Guest willlouty, August 27, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 27, 2002

33. Safe-Harbor hardship distribution

    By Guest bmurphy, August 27, 2002
    • 2 replies
    • 2.1k views
    • 
    • mbozek
    • August 27, 2002

34. Routing Numbers

    By Guest mikeak, August 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • E as in ERISA
    • August 21, 2002

35. Cite for Voluntary After Tax Distributions

    By Guest Powers, August 19, 2002
    • 4 replies
    • 1.4k views
    • 
    • QDROphile
    • August 20, 2002

36. Distribution Used Wrong Vesting %

    By DP, August 14, 2002
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • August 19, 2002

37. IRS Distribution Codes

    By Guest mikeak, August 14, 2002
    • 6 replies
    • 2.5k views
    • 
    • jaemmons
    • August 16, 2002

38. Pension Distribution Forms Software

    By Guest Judy D, August 15, 2002
    • 1 reply
    • 1.3k views
    • 
    • Demosthenes
    • August 16, 2002

39. Altering substantially equal payments.

    By katieinny, August 13, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • August 14, 2002

40. is this one loan or two??

    By maverick, August 5, 2002
    • 5 replies
    • 1.5k views
    • 
    • actuarysmith
    • August 9, 2002

41. Timing of reporting deemed distribution for USERRA employee.

    By Guest Jose Rosario, August 5, 2002
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • August 8, 2002

42. Distributions after retirement age, but before actual retirement

    By Guest Tara Curran, August 6, 2002
    • 1 reply
    • 1.2k views
    • 
    • jaemmons
    • August 6, 2002

43. Number of Outstanding Loans

    By DTH, August 6, 2002
    • 2 replies
    • 1.4k views
    • 
    • DTH
    • August 6, 2002

44. 0% Interest Rate

    By Jean, August 1, 2002
    • 5 replies
    • 1.7k views
    • 
    • 2muchstress
    • August 2, 2002

45. Federal and State Income Tax Withholding

    By Guest Cliff Langwith, August 1, 2002
    • 4 replies
    • 2.1k views
    • 
    • 2muchstress
    • August 2, 2002

46. SIMPLE IRA to 401(k)

    By Guest Lesley Sifers, July 29, 2002
    • 1 reply
    • 1.6k views
    • 
    • R. Butler
    • July 29, 2002

47. Distribution to Minor

    By Guest HHR, July 29, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 29, 2002

48. Starting and stopping RMDs

    By Guest Peter Riggins, July 26, 2002
    • 2 replies
    • 1.5k views
    • 
    • BPickerCPA
    • July 28, 2002

49. 2002 Required Minimum Distribution

    By Guest taj32z, July 23, 2002
    • 2 replies
    • 1.5k views
    • 
    • jaemmons
    • July 24, 2002

50. Death Distribution

    By Guest Lex, July 23, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • July 23, 2002