Distributions and Loans, Other than QDROs

4,195 topics in this forum

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

   By gle3186, September 9, 2002
   • 0 replies
   • 1.3k views
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   • gle3186
   • September 9, 2002

2. Missing beneficiary form

   By Guest bmurphy, September 6, 2002
   • 4 replies
   • 2.1k views
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   • mbozek
   • September 9, 2002

3. Do Employer Contribution Accounts have to be separate?

   By Guest sarasf, September 7, 2002
   • 1 reply
   • 1.4k views
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   • david rigby
   • September 7, 2002

4. Valuation Date for Distribution

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

5. Setting up decedent IRA from a qualified plan?

   By Guest dory, September 5, 2002
   • 5 replies
   • 1.9k views
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   • Guest
   • September 6, 2002

6. ira distribution

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

7. Separation from service

   By Guest Lex, September 1, 2002
   • 0 replies
   • 1.4k views
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   • Guest
   • September 1, 2002

8. Participant Loans

   By k man, August 30, 2002
   • 2 replies
   • 1.6k views
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   • KIP KRAUS
   • August 31, 2002

9. 100% Joint & Survivor Distribution

   By gle3186, August 30, 2002
   • 3 replies
   • 2k views
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   • MGB
   • August 30, 2002

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

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

11. 70 1/2 distributions with after tax money

    By Guest willlouty, August 27, 2002
    • 2 replies
    • 1.4k views
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    • Guest
    • August 27, 2002

12. Safe-Harbor hardship distribution

    By Guest bmurphy, August 27, 2002
    • 2 replies
    • 2.3k views
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    • mbozek
    • August 27, 2002

13. Routing Numbers

    By Guest mikeak, August 21, 2002
    • 1 reply
    • 1.4k views
    • 
    • E as in ERISA
    • August 21, 2002

14. Cite for Voluntary After Tax Distributions

    By Guest Powers, August 19, 2002
    • 4 replies
    • 1.5k views
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    • QDROphile
    • August 20, 2002

15. Distribution Used Wrong Vesting %

    By DP, August 14, 2002
    • 8 replies
    • 2k views
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    • Guest
    • August 19, 2002

16. IRS Distribution Codes

    By Guest mikeak, August 14, 2002
    • 6 replies
    • 2.8k views
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    • jaemmons
    • August 16, 2002

17. Pension Distribution Forms Software

    By Guest Judy D, August 15, 2002
    • 1 reply
    • 1.4k views
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    • Demosthenes
    • August 16, 2002

18. Altering substantially equal payments.

    By katieinny, August 13, 2002
    • 1 reply
    • 1.5k views
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    • BPickerCPA
    • August 14, 2002

19. is this one loan or two??

    By maverick, August 5, 2002
    • 5 replies
    • 1.7k views
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    • actuarysmith
    • August 9, 2002

20. Timing of reporting deemed distribution for USERRA employee.

    By Guest Jose Rosario, August 5, 2002
    • 5 replies
    • 2.2k views
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    • Guest
    • August 8, 2002

21. Distributions after retirement age, but before actual retirement

    By Guest Tara Curran, August 6, 2002
    • 1 reply
    • 1.3k views
    • 
    • jaemmons
    • August 6, 2002

22. Number of Outstanding Loans

    By DTH, August 6, 2002
    • 2 replies
    • 1.6k views
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    • DTH
    • August 6, 2002

23. 0% Interest Rate

    By Jean, August 1, 2002
    • 5 replies
    • 1.9k views
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    • 2muchstress
    • August 2, 2002

24. Federal and State Income Tax Withholding

    By Guest Cliff Langwith, August 1, 2002
    • 4 replies
    • 2.5k views
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    • 2muchstress
    • August 2, 2002

25. SIMPLE IRA to 401(k)

    By Guest Lesley Sifers, July 29, 2002
    • 1 reply
    • 1.7k views
    • 
    • R. Butler
    • July 29, 2002

26. Distribution to Minor

    By Guest HHR, July 29, 2002
    • 1 reply
    • 1.9k views
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    • Guest
    • July 29, 2002

27. Starting and stopping RMDs

    By Guest Peter Riggins, July 26, 2002
    • 2 replies
    • 1.7k views
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    • BPickerCPA
    • July 28, 2002

28. 2002 Required Minimum Distribution

    By Guest taj32z, July 23, 2002
    • 2 replies
    • 1.6k views
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    • jaemmons
    • July 24, 2002

29. Death Distribution

    By Guest Lex, July 23, 2002
    • 1 reply
    • 1.4k views
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    • mbozek
    • July 23, 2002

30. Interim Valuations

    By J2D2, July 23, 2002
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • July 23, 2002

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

    By Richard Anderson, July 18, 2002
    • 3 replies
    • 1.7k views
    • 
    • Richard Anderson
    • July 19, 2002

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

    By Guest glhotdog, July 16, 2002
    • 3 replies
    • 1.9k views
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    • Guest
    • July 17, 2002

33. Roth Ira Distributions

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

34. Receiving pension distribution and loan default discovered.

    By Guest goingbroke07, July 1, 2002
    • 9 replies
    • 2.1k views
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    • Blinky the 3-eyed Fish
    • July 11, 2002

35. Consent of Incompetent Spouse

    By Guest Patrick Foley, July 2, 2002
    • 2 replies
    • 1.9k views
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    • Guest
    • July 3, 2002

36. Hardship and Loan distribution

    By Guest Jeff Hewett, July 1, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 1, 2002

37. Deemed distribution

    By dmb, June 27, 2002
    • 2 replies
    • 1.5k views
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    • dmb
    • June 27, 2002

38. Terminated Plan Distributions

    By Guest bssecrest, June 27, 2002
    • 0 replies
    • 1.5k views
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    • Guest
    • June 27, 2002

39. Church as Beneficiary

    By Guest THess, June 26, 2002
    • 2 replies
    • 1.5k views
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    • mbozek
    • June 26, 2002

40. After-Tax Basis

    By Guest Sehrl, June 25, 2002
    • 4 replies
    • 2k views
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    • Guest
    • June 25, 2002

41. Distributions in a "Standard" Profit Sharing Plan

    By Guest jrf1, June 24, 2002
    • 5 replies
    • 1.6k views
    • 
    • Lynn Campbell
    • June 24, 2002

42. Rehire of participant who is receiving an installment payout

    By Guest Hadden2001, June 19, 2002
    • 10 replies
    • 4k views
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    • RTK
    • June 20, 2002

43. Life insurance in terminating profit sharing plan

    By Guest Clain, June 18, 2002
    • 4 replies
    • 2k views
    • 
    • Kirk Maldonado
    • June 19, 2002

44. Federal Tax Withholding

    By Dougsbpc, June 18, 2002
    • 1 reply
    • 1.6k views
    • 
    • Lynn Campbell
    • June 18, 2002

45. Unabke to sign distribution paperwork

    By Guest bmurphy, June 14, 2002
    • 1 reply
    • 1.7k views
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    • mbozek
    • June 14, 2002

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

    By lkpittman, June 13, 2002
    • 14 replies
    • 3.1k views
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    • lkpittman
    • June 13, 2002

47. minimum distributions

    By Belgarath, June 13, 2002
    • 1 reply
    • 1.7k views
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    • Blinky the 3-eyed Fish
    • June 13, 2002

48. Death Distribution

    By Guest Lex, June 12, 2002
    • 6 replies
    • 2.8k views
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    • mbozek
    • June 13, 2002

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

    By Earl, June 12, 2002
    • 3 replies
    • 2.2k views
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    • mbozek
    • June 13, 2002

50. LIFE iNSURANCE DEATH BENEFITS AND SPOUSAL ROLLOVER

    By Guest Ed Walker, June 5, 2002
    • 7 replies
    • 3.2k views
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    • mbozek
    • June 11, 2002