Distributions and Loans, Other than QDROs

4,204 topics in this forum

1. Establishing IRA rollover account for missing participants

   By Guest bmurphy, December 6, 2002
   • 3 replies
   • 1.7k views
   • 
   • mbozek
   • December 7, 2002

2. Joint and Survivor Annuities

   By MarZDoates, December 6, 2002
   • 1 reply
   • 1.9k views
   • 
   • david rigby
   • December 6, 2002

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

   By Guest JBeck, December 5, 2002
   • 1 reply
   • 2.3k views
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   • mbozek
   • December 6, 2002

4. Fiduciary timing responsibilities for processing & forwarding dist

   By Guest TAllen, December 6, 2002
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • December 6, 2002

5. Sole Prop. Loans

   By Guest Fuzzy, December 5, 2002
   • 2 replies
   • 1.3k views
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   • jpod
   • December 5, 2002

6. CA STATE WITHHOLDING vs. RESIDENCE

   By Guest RSNOW, December 4, 2002
   • 3 replies
   • 1.8k views
   • 
   • maverick
   • December 5, 2002

7. NUA and Lump Sum distributions

   By Guest Stenli, December 4, 2002
   • 1 reply
   • 1.5k views
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   • Guest
   • December 5, 2002

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

   By John A, December 6, 1999
   • 2 replies
   • 1.6k views
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   • Guest
   • December 4, 2002

9. Pension Distribution Withholding - State Level

   By pmacduff, December 4, 2002
   • 4 replies
   • 2.2k views
   • 
   • Guest
   • December 4, 2002

10. Final LOan Regs- Effective date???

    By Guest AFRICA6796, December 3, 2002
    • 4 replies
    • 1.6k views
    • 
    • E as in ERISA
    • December 4, 2002

11. Required Minimum Distribution for 5-percent Owner????

    By Guest RMM, March 3, 2000
    • 3 replies
    • 2.6k views
    • 
    • mbozek
    • December 3, 2002

12. Joint & Survivor Annuity-Terminated Plan

    By BTH, November 27, 2002
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • December 3, 2002

13. Payment of benefits into court fund pending interpleader

    By Guest Jose Rosario, November 27, 2002
    • 7 replies
    • 3.8k views
    • 
    • mbozek
    • December 2, 2002

14. interpleader

    By Guest b2kates, December 2, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 2, 2002

15. Loan Refinancing

    By Guest jkwok, November 27, 2002
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • November 28, 2002

16. Loan Software

    By Guest JBarn1, November 11, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • November 23, 2002

17. Repaying Defaulted Loan

    By KateSmithPA, November 22, 2002
    • 2 replies
    • 1.5k views
    • 
    • KateSmithPA
    • November 22, 2002

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

    By lkpittman, November 21, 2002
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • November 21, 2002

19. Defaulted loans

    By Guest Dumb Maxie, November 20, 2002
    • 1 reply
    • 2.1k views
    • 
    • lkpittman
    • November 21, 2002

20. Tax Reporting Defaulted Loans

    By DTH, November 20, 2002
    • 0 replies
    • 1.5k views
    • 
    • DTH
    • November 20, 2002

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

    By Guest ANNEBV, November 15, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 15, 2002

22. Back up documentation for Hardship Distribution

    By Guest Jnnnwmn, November 14, 2002
    • 3 replies
    • 2.5k views
    • 
    • E as in ERISA
    • November 15, 2002

23. 30% withholding

    By Guest 401kproman, November 14, 2002
    • 10 replies
    • 2.2k views
    • 
    • Guest
    • November 15, 2002

24. Deemed Distributions

    By Guest terid, November 13, 2002
    • 4 replies
    • 2k views
    • 
    • Guest
    • November 14, 2002

25. 100% withholding - eligible rollover distribution

    By Guest wolfman, November 14, 2002
    • 1 reply
    • 1.3k views
    • 
    • Jean
    • November 14, 2002

26. Uniform table for RMD's?

    By Guest RONNIE WASEL, November 12, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 13, 2002

27. Missing Participants

    By J2D2, November 6, 2002
    • 2 replies
    • 1.7k views
    • 
    • mbozek
    • November 6, 2002

28. Hardship withdrawals from 401K

    By Guest Theresa Fox, November 6, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 6, 2002

29. Spousal Consent

    By Guest Henry P. Schneider, October 30, 2002
    • 1 reply
    • 1.7k views
    • 
    • E as in ERISA
    • October 30, 2002

30. Required Minimum Distribution (70 1/2)

    By Guest Mindy, October 29, 2002
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • October 29, 2002

31. MRD Using new or old tables?

    By Guest CINCY, October 25, 2002
    • 3 replies
    • 1.7k views
    • 
    • KJohnson
    • October 25, 2002

32. loan question

    By Guest mab, October 23, 2002
    • 4 replies
    • 1.8k views
    • 
    • mbozek
    • October 25, 2002

33. Distributions

    By Guest Sunny, October 22, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 24, 2002

34. Ineligible distribution

    By Guest SPOT, October 10, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 22, 2002

35. required minimum distributions on employer stock

    By Guest ladycpa, October 17, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • October 17, 2002

36. 60-day rollover period

    By Guest yukon, October 16, 2002
    • 2 replies
    • 1.8k views
    • 
    • JanetM
    • October 17, 2002

37. Changing 1099-r distribution code?

    By Guest bmurphy, October 15, 2002
    • 1 reply
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • October 15, 2002

38. Interest on Distributions

    By Guest Star Seeker, October 11, 2002
    • 5 replies
    • 1.8k views
    • 
    • QDROphile
    • October 11, 2002

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

    By Guest Tim Cahoon, May 23, 2001
    • 3 replies
    • 5.4k views
    • 
    • Guest
    • October 11, 2002

40. RMD's and Illiquid Assets

    By Gruegen, October 11, 2002
    • 0 replies
    • 2.6k views
    • 
    • Gruegen
    • October 11, 2002

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

    By smm, October 9, 2002
    • 7 replies
    • 5.9k views
    • 
    • Guest
    • October 10, 2002

42. Company "forgot" to payroll deduct loan payments

    By maverick, September 7, 2002
    • 14 replies
    • 4k views
    • 
    • maverick
    • October 10, 2002

43. Bankruptcy judge orders participant to stop loan payments?

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

44. 72(t) rule changes-legislative update

    By Appleby, October 3, 2002
    • 0 replies
    • 1.3k views
    • 
    • Appleby
    • October 3, 2002

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

    By Dave Baker, August 1, 2000
    • 6 replies
    • 2.3k views
    • 
    • k man
    • October 2, 2002

46. Defined Benefit Plan Death Benefits

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

47. Loans for the elderly

    By Guest kan, September 25, 2002
    • 18 replies
    • 4.2k views
    • 
    • Kirk Maldonado
    • September 28, 2002

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

    By Guest jac, September 25, 2002
    • 6 replies
    • 4.4k views
    • 
    • RTK
    • September 26, 2002

49. Termed Plan - trying to pay out remaining participants

    By Guest bmurphy, September 25, 2002
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • September 25, 2002

50. Involuntary Distributions

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