Distributions and Loans, Other than QDROs

4,180 topics in this forum

1. IRS Distribution Codes

   By Guest mikeak, August 14, 2002
   • 6 replies
   • 2.6k views
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   • jaemmons
   • August 16, 2002

2. Pension Distribution Forms Software

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

3. Altering substantially equal payments.

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

4. is this one loan or two??

   By maverick, August 5, 2002
   • 5 replies
   • 1.6k views
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   • actuarysmith
   • August 9, 2002

5. Timing of reporting deemed distribution for USERRA employee.

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

6. Distributions after retirement age, but before actual retirement

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

7. Number of Outstanding Loans

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

8. 0% Interest Rate

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

9. Federal and State Income Tax Withholding

   By Guest Cliff Langwith, August 1, 2002
   • 4 replies
   • 2.3k views
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   • 2muchstress
   • August 2, 2002

10. SIMPLE IRA to 401(k)

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

11. Distribution to Minor

    By Guest HHR, July 29, 2002
    • 1 reply
    • 1.8k views
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    • Guest
    • July 29, 2002

12. Starting and stopping RMDs

    By Guest Peter Riggins, July 26, 2002
    • 2 replies
    • 1.6k views
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    • BPickerCPA
    • July 28, 2002

13. 2002 Required Minimum Distribution

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

14. Death Distribution

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

15. Interim Valuations

    By J2D2, July 23, 2002
    • 1 reply
    • 1.3k views
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    • david rigby
    • July 23, 2002

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

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

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

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

18. Roth Ira Distributions

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

19. Receiving pension distribution and loan default discovered.

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

20. Consent of Incompetent Spouse

    By Guest Patrick Foley, July 2, 2002
    • 2 replies
    • 1.8k views
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    • Guest
    • July 3, 2002

21. Hardship and Loan distribution

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

22. Deemed distribution

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

23. Terminated Plan Distributions

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

24. Church as Beneficiary

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

25. After-Tax Basis

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

26. Distributions in a "Standard" Profit Sharing Plan

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

27. Rehire of participant who is receiving an installment payout

    By Guest Hadden2001, June 19, 2002
    • 10 replies
    • 3.9k views
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    • RTK
    • June 20, 2002

28. Life insurance in terminating profit sharing plan

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

29. Federal Tax Withholding

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

30. Unabke to sign distribution paperwork

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

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

    By lkpittman, June 13, 2002
    • 14 replies
    • 2.9k views
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    • lkpittman
    • June 13, 2002

32. minimum distributions

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

33. Death Distribution

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

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

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

35. LIFE iNSURANCE DEATH BENEFITS AND SPOUSAL ROLLOVER

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

36. Distribution Option Requirements

    By Archimage, June 7, 2002
    • 2 replies
    • 1.4k views
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    • Archimage
    • June 7, 2002

37. Loan Refinancing

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

38. Basis

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

39. Rejected Rollover

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

40. Defaulted loans

    By FAPInJax, June 3, 2002
    • 0 replies
    • 1.3k views
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    • FAPInJax
    • June 3, 2002

41. Is there a requirement to pay earnings on a participant's account bala

    By AmyR, October 20, 2000
    • 3 replies
    • 1.8k views
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    • BeckyMiller
    • May 29, 2002

42. IRS ISSUES RMD AMENDMENT REQUIREMENT FOR QRPs

    By Appleby, May 29, 2002
    • 0 replies
    • 1.3k views
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    • Appleby
    • May 29, 2002

43. Trust as beneficiary and separate accounts

    By smm, May 16, 2002
    • 9 replies
    • 3.7k views
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    • mbozek
    • May 23, 2002

44. Minimum Required Distributions

    By Guest Carol D, May 17, 2002
    • 1 reply
    • 1.6k views
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    • Appleby
    • May 22, 2002

45. employee transfer

    By Guest MNR, May 22, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • May 22, 2002

46. Distribution Notice and Option Forms

    By Guest cjk, May 21, 2002
    • 1 reply
    • 1.4k views
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    • Blinky the 3-eyed Fish
    • May 21, 2002

47. J&S Survivor predeceses participant

    By Guest Jeff Hewett, May 16, 2002
    • 3 replies
    • 1.5k views
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    • mbozek
    • May 19, 2002

48. Another question about RMD vs. IRA Rollover

    By Guest FREE401k, May 15, 2002
    • 6 replies
    • 1.7k views
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    • Guest
    • May 16, 2002

49. Hardship distr from PS plan

    By dmb, May 14, 2002
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 14, 2002

50. Request for Determination Letter for a Qualified Plan rollover into

    By Guest ubpMR, May 6, 2002
    • 9 replies
    • 6.6k views
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    • RCK
    • May 10, 2002