Distributions and Loans, Other than QDROs

4,171 topics in this forum

1. SIMPLE IRA to 401(k)

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

2. Distribution to Minor

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

3. Starting and stopping RMDs

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

4. 2002 Required Minimum Distribution

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

5. Death Distribution

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

6. Interim Valuations

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

7. 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

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

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

9. Roth Ira Distributions

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

10. 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

11. Consent of Incompetent Spouse

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

12. Hardship and Loan distribution

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

13. Deemed distribution

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

14. Terminated Plan Distributions

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

15. Church as Beneficiary

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

16. After-Tax Basis

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

17. Distributions in a "Standard" Profit Sharing Plan

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

18. Rehire of participant who is receiving an installment payout

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

19. Life insurance in terminating profit sharing plan

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

20. Federal Tax Withholding

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

21. Unabke to sign distribution paperwork

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

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

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

23. minimum distributions

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

24. Death Distribution

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

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

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

26. LIFE iNSURANCE DEATH BENEFITS AND SPOUSAL ROLLOVER

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

27. Distribution Option Requirements

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

28. Loan Refinancing

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

29. Basis

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

30. Rejected Rollover

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

31. Defaulted loans

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

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

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

33. IRS ISSUES RMD AMENDMENT REQUIREMENT FOR QRPs

    By Appleby, May 29, 2002
    • 0 replies
    • 1.2k views
    • 
    • Appleby
    • May 29, 2002

34. Trust as beneficiary and separate accounts

    By smm, May 16, 2002
    • 9 replies
    • 3.5k views
    • 
    • mbozek
    • May 23, 2002

35. Minimum Required Distributions

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

36. employee transfer

    By Guest MNR, May 22, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 22, 2002

37. Distribution Notice and Option Forms

    By Guest cjk, May 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • May 21, 2002

38. J&S Survivor predeceses participant

    By Guest Jeff Hewett, May 16, 2002
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • May 19, 2002

39. Another question about RMD vs. IRA Rollover

    By Guest FREE401k, May 15, 2002
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • May 16, 2002

40. Hardship distr from PS plan

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

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

    By Guest ubpMR, May 6, 2002
    • 9 replies
    • 6.5k views
    • 
    • RCK
    • May 10, 2002

42. Loans in Default

    By Guest Kmoha@aol.com, May 2, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 3, 2002

43. Can a loan be sold from 401(k) account to Profit Sharing Account?

    By Guest Dave Danziger, April 30, 2002
    • 11 replies
    • 2.2k views
    • 
    • Guest
    • May 2, 2002

44. Hardship Withdraw from Profit Sharing Plan

    By abanky, May 2, 2002
    • 2 replies
    • 1.8k views
    • 
    • abanky
    • May 2, 2002

45. 457 Distributions

    By Guest gstraker, April 30, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 30, 2002

46. Distribution at Early Retirement Age

    By Guest jmlumpkin, April 25, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • April 25, 2002

47. Can a safe harbor 401(k) plan allow participants to take loans from th

    By John A, May 25, 2001
    • 2 replies
    • 8.6k views
    • 
    • Guest
    • April 25, 2002

48. Refinanced participant loan

    By Guest Pat Metallic, April 23, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 23, 2002

49. Loan Repayment Requirements

    By Archimage, April 22, 2002
    • 1 reply
    • 1.3k views
    • 
    • Alan Simpson
    • April 22, 2002

50. Time limit on recovering erroneous FIT withholding.

    By RCK, April 19, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 20, 2002