Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Separation from service

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

2. 100% Joint & Survivor Distribution

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

3. Participant Loans

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

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

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

5. 70 1/2 distributions with after tax money

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

6. Safe-Harbor hardship distribution

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

7. Routing Numbers

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

8. Cite for Voluntary After Tax Distributions

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

9. Pension Distribution Forms Software

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

10. IRS Distribution Codes

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

11. Terminate today, get my money, and hire me back tomorrow……

    By Guest Guest99, August 14, 2002
    • 12 replies
    • 4.2k views
    • 
    • david rigby
    • November 12, 2004

12. Distribution Used Wrong Vesting %

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

13. Altering substantially equal payments.

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

14. Distributions after retirement age, but before actual retirement

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

15. Number of Outstanding Loans

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

16. Timing of reporting deemed distribution for USERRA employee.

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

17. is this one loan or two??

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

18. Federal and State Income Tax Withholding

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

19. 0% Interest Rate

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

20. SIMPLE IRA to 401(k)

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

21. Distribution to Minor

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

22. Starting and stopping RMDs

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

23. Death Distribution

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

24. 2002 Required Minimum Distribution

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

25. Interim Valuations

    By J2D2, July 23, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • July 23, 2002

26. May someone take RMD before age 70 1/2?

    By Richard Anderson, July 18, 2002
    • 3 replies
    • 1.6k views
    • 
    • Richard Anderson
    • July 19, 2002

27. Profit Sharing Plan - Participant Distribution Restricted to NRA - Oka

    By Guest glhotdog, July 16, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 17, 2002

28. Roth Ira Distributions

    By Guest APPPRO, July 13, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 15, 2002

29. Consent of Incompetent Spouse

    By Guest Patrick Foley, July 2, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 3, 2002

30. Hardship and Loan distribution

    By Guest Jeff Hewett, July 1, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • July 1, 2002

31. Receiving pension distribution and loan default discovered.

    By Guest goingbroke07, July 1, 2002
    • 9 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • July 11, 2002

32. Deemed distribution

    By dmb, June 27, 2002
    • 2 replies
    • 1.4k views
    • 
    • dmb
    • June 27, 2002

33. Terminated Plan Distributions

    By Guest bssecrest, June 27, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 27, 2002

34. Church as Beneficiary

    By Guest THess, June 26, 2002
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • June 26, 2002

35. After-Tax Basis

    By Guest Sehrl, June 25, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • June 25, 2002

36. Distributions in a "Standard" Profit Sharing Plan

    By Guest jrf1, June 24, 2002
    • 5 replies
    • 1.4k views
    • 
    • Lynn Campbell
    • June 24, 2002

37. Cannot locate missing participant in DC Plan - bad SS #

    By Guest bmurphy, June 20, 2002
    • 7 replies
    • 2k views
    • 
    • david rigby
    • March 26, 2003

38. Rehire of participant who is receiving an installment payout

    By Guest Hadden2001, June 19, 2002
    • 10 replies
    • 3.8k views
    • 
    • RTK
    • June 20, 2002

39. Life insurance in terminating profit sharing plan

    By Guest Clain, June 18, 2002
    • 4 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • June 19, 2002

40. Federal Tax Withholding

    By Dougsbpc, June 18, 2002
    • 1 reply
    • 1.5k views
    • 
    • Lynn Campbell
    • June 18, 2002

41. Unabke to sign distribution paperwork

    By Guest bmurphy, June 14, 2002
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • June 14, 2002

42. minimum distributions

    By Belgarath, June 13, 2002
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 13, 2002

43. Risky Distribution w/o Annuity Waiver/Spousal Consent?

    By lkpittman, June 13, 2002
    • 14 replies
    • 2.8k views
    • 
    • lkpittman
    • June 13, 2002

44. Non-Spouse beneficiary & 401(a)(9)(B)(iii)(III)

    By Earl, June 12, 2002
    • 3 replies
    • 2k views
    • 
    • mbozek
    • June 13, 2002

45. Death Distribution

    By Guest Lex, June 12, 2002
    • 6 replies
    • 2.6k views
    • 
    • mbozek
    • June 13, 2002

46. Distribution Option Requirements

    By Archimage, June 7, 2002
    • 2 replies
    • 1.3k views
    • 
    • Archimage
    • June 7, 2002

47. Loan Refinancing

    By R. Butler, June 6, 2002
    • 4 replies
    • 1.6k views
    • 
    • R. Butler
    • June 6, 2002

48. Basis

    By FAPInJax, June 6, 2002
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • June 6, 2002

49. LIFE iNSURANCE DEATH BENEFITS AND SPOUSAL ROLLOVER

    By Guest Ed Walker, June 5, 2002
    • 7 replies
    • 3k views
    • 
    • mbozek
    • June 11, 2002

50. Rejected Rollover

    By Guest RobinR, June 3, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • June 4, 2002