Distributions and Loans, Other than QDROs

4,180 topics in this forum

1. 100% withholding - eligible rollover distribution

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

2. Uniform table for RMD's?

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

3. Missing Participants

   By J2D2, November 6, 2002
   • 2 replies
   • 1.4k views
   • 
   • mbozek
   • November 6, 2002

4. Hardship withdrawals from 401K

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

5. Spousal Consent

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

6. Required Minimum Distribution (70 1/2)

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

7. MRD Using new or old tables?

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

8. loan question

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

9. Distributions

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

10. Ineligible distribution

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

11. required minimum distributions on employer stock

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

12. 60-day rollover period

    By Guest yukon, October 16, 2002
    • 2 replies
    • 1.5k views
    • 
    • JanetM
    • October 17, 2002

13. Changing 1099-r distribution code?

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

14. Interest on Distributions

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

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

    By Guest Tim Cahoon, May 23, 2001
    • 3 replies
    • 5k views
    • 
    • Guest
    • October 11, 2002

16. RMD's and Illiquid Assets

    By Gruegen, October 11, 2002
    • 0 replies
    • 2.4k views
    • 
    • Gruegen
    • October 11, 2002

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

    By smm, October 9, 2002
    • 7 replies
    • 5k views
    • 
    • Guest
    • October 10, 2002

18. Company "forgot" to payroll deduct loan payments

    By maverick, September 7, 2002
    • 14 replies
    • 3.4k views
    • 
    • maverick
    • October 10, 2002

19. Bankruptcy judge orders participant to stop loan payments?

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

20. 72(t) rule changes-legislative update

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

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

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

22. Defined Benefit Plan Death Benefits

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

23. Loans for the elderly

    By Guest kan, September 25, 2002
    • 18 replies
    • 3.6k views
    • 
    • Kirk Maldonado
    • September 28, 2002

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

    By Guest jac, September 25, 2002
    • 6 replies
    • 4.2k views
    • 
    • RTK
    • September 26, 2002

25. Termed Plan - trying to pay out remaining participants

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

26. Involuntary Distributions

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

27. 401(k) distributions

    By Guest Rosyw, September 23, 2002
    • 8 replies
    • 1.7k views
    • 
    • QDROphile
    • September 24, 2002

28. Does anyone have a sample distribution letter

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

29. Legally separated spouse's consent??

    By chris, September 20, 2002
    • 10 replies
    • 4.2k views
    • 
    • chris
    • September 22, 2002

30. pension protection against debts

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

31. loss on balance prior to final distribution

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

32. Late distribution

    By DTH, September 13, 2002
    • 4 replies
    • 1.8k views
    • 
    • mbozek
    • September 16, 2002

33. MRD for non-5% owner

    By jaemmons, September 11, 2002
    • 4 replies
    • 1.7k views
    • 
    • Tom Poje
    • September 13, 2002

34. Loan treatment in Chapter 7 Bankruptcy

    By jaemmons, September 6, 2002
    • 12 replies
    • 3.1k views
    • 
    • mbozek
    • September 13, 2002

35. 401(k) distribution-deceased participant/estate closed

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

36. 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

37. Missing beneficiary form

    By Guest bmurphy, September 6, 2002
    • 4 replies
    • 2k views
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    • mbozek
    • September 9, 2002

38. Do Employer Contribution Accounts have to be separate?

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

39. Valuation Date for Distribution

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

40. Setting up decedent IRA from a qualified plan?

    By Guest dory, September 5, 2002
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • September 6, 2002

41. ira distribution

    By Guest program, September 2, 2002
    • 3 replies
    • 1.4k views
    • 
    • Mary Kay Foss
    • September 5, 2002

42. Separation from service

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

43. Participant Loans

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

44. 100% Joint & Survivor Distribution

    By gle3186, August 30, 2002
    • 3 replies
    • 1.9k views
    • 
    • MGB
    • August 30, 2002

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

    By Guest dory, August 29, 2002
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • August 30, 2002

46. 70 1/2 distributions with after tax money

    By Guest willlouty, August 27, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • August 27, 2002

47. Safe-Harbor hardship distribution

    By Guest bmurphy, August 27, 2002
    • 2 replies
    • 2.2k views
    • 
    • mbozek
    • August 27, 2002

48. Routing Numbers

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

49. Cite for Voluntary After Tax Distributions

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

50. Distribution Used Wrong Vesting %

    By DP, August 14, 2002
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • August 19, 2002