Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. J&S Survivor predeceses participant

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

2. Trust as beneficiary and separate accounts

   By smm, May 16, 2002
   • 9 replies
   • 3.3k views
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   • mbozek
   • May 23, 2002

3. Another question about RMD vs. IRA Rollover

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

4. Hardship distr from PS plan

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

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

   By Guest ubpMR, May 6, 2002
   • 9 replies
   • 6.4k views
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   • RCK
   • May 10, 2002

6. Loans in Default

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

7. Hardship Withdraw from Profit Sharing Plan

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

8. 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
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   • Guest
   • May 2, 2002

9. 457 Distributions

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

10. Distribution at Early Retirement Age

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

11. Refinanced participant loan

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

12. Loan Repayment Requirements

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

13. Time limit on recovering erroneous FIT withholding.

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

14. Irs Issues Final Rmd Regulations

    By Appleby, April 16, 2002
    • 6 replies
    • 1.8k views
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    • Appleby
    • April 16, 2002

15. Termination Funding

    By Guest LLandau, April 15, 2002
    • 2 replies
    • 1.6k views
    • 
    • MGB
    • April 16, 2002

16. Form 5329 questions related to missed RMD

    By John A, April 15, 2002
    • 0 replies
    • 1.5k views
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    • John A
    • April 15, 2002

17. Fiduciary liability

    By Guest turbodiesel39, April 15, 2002
    • 1 reply
    • 1.3k views
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    • mbozek
    • April 15, 2002

18. electronic filing of 1099-R

    By Belgarath, April 9, 2002
    • 5 replies
    • 1.5k views
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    • Belgarath
    • April 16, 2002

19. Changing distribution election due to check not being cashed

    By Guest bmurphy, April 8, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • April 10, 2002

20. Waiting time for new loan?

    By Guest bmurphy, April 5, 2002
    • 4 replies
    • 1.6k views
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    • Mike Preston
    • April 5, 2002

21. Cite for spousal consent NOT being required to certain non- J&S pl

    By John A, April 4, 2002
    • 3 replies
    • 1.9k views
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    • Belgarath
    • April 5, 2002

22. Taxation of Defaulted Loan

    By KateSmithPA, April 4, 2002
    • 6 replies
    • 1.9k views
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    • KateSmithPA
    • April 4, 2002

23. Is there a way to reduce the payment amount in a series of substantial

    By maverick, April 1, 2002
    • 7 replies
    • 1.8k views
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    • Appleby
    • April 16, 2002

24. Must distributions must be suspended because definition of RBD has cha

    By smm, March 29, 2002
    • 1 reply
    • 1.5k views
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    • Belgarath
    • March 29, 2002

25. Benefit Payment to Participant's Spouse

    By Guest ckolodziej, March 28, 2002
    • 6 replies
    • 1.8k views
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    • mbozek
    • March 29, 2002

26. Another pesky loan question - Can you rollover an outstanding loan?

    By Guest Powers, March 28, 2002
    • 3 replies
    • 2.3k views
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    • KJohnson
    • March 28, 2002

27. Distribution okay upon layoff?

    By John A, March 28, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • March 28, 2002

28. conduit IRA

    By Guest slt, March 28, 2002
    • 6 replies
    • 2k views
    • 
    • mbozek
    • April 1, 2002

29. Hardship Withdrawal question

    By Guest bmurphy, March 26, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 27, 2002

30. 100% withholding/missingparticipants

    By Guest jam10, March 22, 2002
    • 10 replies
    • 2.7k views
    • 
    • R. Butler
    • November 1, 2004

31. TEFRA 242 Elections/RMD's

    By Guest bubs, March 21, 2002
    • 1 reply
    • 2.1k views
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    • JanetM
    • March 21, 2002

32. Distributions of voluntary after-tax contributions

    By Guest bgiles, March 21, 2002
    • 3 replies
    • 3.8k views
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    • wmyer
    • March 22, 2002

33. Payer's state no.?

    By John A, March 21, 2002
    • 1 reply
    • 4.8k views
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    • Guest
    • March 21, 2002

34. Employee after RBD Ceases to be a 5% Owner

    By Guest Edward McElroy, March 20, 2002
    • 1 reply
    • 1.3k views
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    • mbozek
    • March 21, 2002

35. RMD Required In Order for Surviving Spouse to Assume IRA When Decedent

    By Guest lynne wakefield, March 20, 2002
    • 4 replies
    • 3.1k views
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    • Guest
    • March 21, 2002

36. continuation of MRD, but using daughter's age after death of participa

    By MR, March 18, 2002
    • 3 replies
    • 1.4k views
    • 
    • BPickerCPA
    • March 21, 2002

37. ROlling IRAs into Qualified Plans to Avoid Minimum Required Distributi

    By KJohnson, March 15, 2002
    • 4 replies
    • 1.7k views
    • 
    • mbozek
    • March 18, 2002

38. Required Minimum Distributions - any guidance on how either 1987 regs

    By John A, March 14, 2002
    • 0 replies
    • 1.2k views
    • 
    • John A
    • March 14, 2002

39. Changing Distribution Options

    By Guest bmurphy, March 8, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 8, 2002

40. Distribution paid from wrong plan

    By Guest bmurphy, March 8, 2002
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • March 9, 2002

41. plan loans

    By mbozek, March 7, 2002
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • March 7, 2002

42. Plan Administrator Failed to Deduct Loan Payments

    By Guest Sara H, March 4, 2002
    • 6 replies
    • 2.2k views
    • 
    • Mike Preston
    • March 7, 2002

43. Tax question re: alternate payee

    By Guest cdg, March 1, 2002
    • 9 replies
    • 2.7k views
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    • mbozek
    • March 4, 2002

44. Beneficiary and participant in same plan, can death benefit just be tr

    By John A, March 1, 2002
    • 10 replies
    • 2.5k views
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    • mbozek
    • March 18, 2002

45. Correction of Delayed Distribution

    By Guest Bud, February 26, 2002
    • 0 replies
    • 1.2k views
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    • Guest
    • February 26, 2002

46. age 70 1/2 distribution & furlough status

    By alexa, February 21, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 2, 2002

47. Returned 1099-R's

    By Guest bmurphy, February 20, 2002
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 21, 2002

48. 1099 for return of excess deferrals

    By Guest bmurphy, February 20, 2002
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 22, 2002

49. Minimum Distribution - What forms need to be executed?

    By Guest EPS, February 20, 2002
    • 0 replies
    • 1.2k views
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    • Guest
    • February 20, 2002

50. Help to determine the RBD..

    By Guest KAGrist, February 19, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 19, 2002