Distributions and Loans, Other than QDROs

4,201 topics in this forum

1. Unabke to sign distribution paperwork

   By Guest bmurphy, June 14, 2002
   • 1 reply
   • 1.8k views
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   • mbozek
   • June 14, 2002

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

   By lkpittman, June 13, 2002
   • 14 replies
   • 3.3k views
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   • lkpittman
   • June 13, 2002

3. minimum distributions

   By Belgarath, June 13, 2002
   • 1 reply
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • June 13, 2002

4. Death Distribution

   By Guest Lex, June 12, 2002
   • 6 replies
   • 3k views
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   • mbozek
   • June 13, 2002

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

   By Earl, June 12, 2002
   • 3 replies
   • 2.4k views
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   • mbozek
   • June 13, 2002

6. LIFE iNSURANCE DEATH BENEFITS AND SPOUSAL ROLLOVER

   By Guest Ed Walker, June 5, 2002
   • 7 replies
   • 3.3k views
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   • mbozek
   • June 11, 2002

7. Distribution Option Requirements

   By Archimage, June 7, 2002
   • 2 replies
   • 1.6k views
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   • Archimage
   • June 7, 2002

8. Loan Refinancing

   By R. Butler, June 6, 2002
   • 4 replies
   • 1.8k views
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   • R. Butler
   • June 6, 2002

9. Basis

   By FAPInJax, June 6, 2002
   • 1 reply
   • 1.5k views
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   • QDROphile
   • June 6, 2002

10. Rejected Rollover

    By Guest RobinR, June 3, 2002
    • 3 replies
    • 2k views
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    • Guest
    • June 4, 2002

11. Defaulted loans

    By FAPInJax, June 3, 2002
    • 0 replies
    • 1.5k views
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    • FAPInJax
    • June 3, 2002

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

    By AmyR, October 20, 2000
    • 3 replies
    • 2k views
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    • BeckyMiller
    • May 29, 2002

13. IRS ISSUES RMD AMENDMENT REQUIREMENT FOR QRPs

    By Appleby, May 29, 2002
    • 0 replies
    • 1.5k views
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    • Appleby
    • May 29, 2002

14. Trust as beneficiary and separate accounts

    By smm, May 16, 2002
    • 9 replies
    • 4.5k views
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    • mbozek
    • May 23, 2002

15. Minimum Required Distributions

    By Guest Carol D, May 17, 2002
    • 1 reply
    • 1.7k views
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    • Appleby
    • May 22, 2002

16. employee transfer

    By Guest MNR, May 22, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 22, 2002

17. Distribution Notice and Option Forms

    By Guest cjk, May 21, 2002
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 21, 2002

18. J&S Survivor predeceses participant

    By Guest Jeff Hewett, May 16, 2002
    • 3 replies
    • 1.6k views
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    • mbozek
    • May 19, 2002

19. Another question about RMD vs. IRA Rollover

    By Guest FREE401k, May 15, 2002
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • May 16, 2002

20. Hardship distr from PS plan

    By dmb, May 14, 2002
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 14, 2002

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

    By Guest ubpMR, May 6, 2002
    • 9 replies
    • 7k views
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    • RCK
    • May 10, 2002

22. Loans in Default

    By Guest Kmoha@aol.com, May 2, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 3, 2002

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

    By Guest Dave Danziger, April 30, 2002
    • 11 replies
    • 2.4k views
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    • Guest
    • May 2, 2002

24. Hardship Withdraw from Profit Sharing Plan

    By abanky, May 2, 2002
    • 2 replies
    • 2.1k views
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    • abanky
    • May 2, 2002

25. 457 Distributions

    By Guest gstraker, April 30, 2002
    • 0 replies
    • 1.6k views
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    • Guest
    • April 30, 2002

26. Distribution at Early Retirement Age

    By Guest jmlumpkin, April 25, 2002
    • 1 reply
    • 1.7k views
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    • Mike Preston
    • April 25, 2002

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

    By John A, May 25, 2001
    • 2 replies
    • 9k views
    • 
    • Guest
    • April 25, 2002

28. Refinanced participant loan

    By Guest Pat Metallic, April 23, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 23, 2002

29. Loan Repayment Requirements

    By Archimage, April 22, 2002
    • 1 reply
    • 1.5k views
    • 
    • Alan Simpson
    • April 22, 2002

30. Time limit on recovering erroneous FIT withholding.

    By RCK, April 19, 2002
    • 2 replies
    • 1.9k views
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    • Guest
    • April 20, 2002

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

    By maverick, April 1, 2002
    • 7 replies
    • 2.1k views
    • 
    • Appleby
    • April 16, 2002

32. Irs Issues Final Rmd Regulations

    By Appleby, April 16, 2002
    • 6 replies
    • 2.1k views
    • 
    • Appleby
    • April 16, 2002

33. electronic filing of 1099-R

    By Belgarath, April 9, 2002
    • 5 replies
    • 1.8k views
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    • Belgarath
    • April 16, 2002

34. Termination Funding

    By Guest LLandau, April 15, 2002
    • 2 replies
    • 1.8k views
    • 
    • MGB
    • April 16, 2002

35. Locating beneficiary of deceased participant in terminated DC Plan

    By alexa, February 7, 2002
    • 4 replies
    • 2.6k views
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    • Guest
    • April 16, 2002

36. Fiduciary liability

    By Guest turbodiesel39, April 15, 2002
    • 1 reply
    • 1.5k views
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    • mbozek
    • April 15, 2002

37. Form 5329 questions related to missed RMD

    By John A, April 15, 2002
    • 0 replies
    • 1.7k views
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    • John A
    • April 15, 2002

38. Changing distribution election due to check not being cashed

    By Guest bmurphy, April 8, 2002
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • April 10, 2002

39. Waiting time for new loan?

    By Guest bmurphy, April 5, 2002
    • 4 replies
    • 1.9k views
    • 
    • Mike Preston
    • April 5, 2002

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

    By John A, April 4, 2002
    • 3 replies
    • 2.1k views
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    • Belgarath
    • April 5, 2002

41. Taxation of Defaulted Loan

    By KateSmithPA, April 4, 2002
    • 6 replies
    • 2.2k views
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    • KateSmithPA
    • April 4, 2002

42. conduit IRA

    By Guest slt, March 28, 2002
    • 6 replies
    • 2.4k views
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    • mbozek
    • April 1, 2002

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

    By smm, March 29, 2002
    • 1 reply
    • 1.7k views
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    • Belgarath
    • March 29, 2002

44. Benefit Payment to Participant's Spouse

    By Guest ckolodziej, March 28, 2002
    • 6 replies
    • 2.1k views
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    • mbozek
    • March 29, 2002

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

    By Guest Powers, March 28, 2002
    • 3 replies
    • 2.6k views
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    • KJohnson
    • March 28, 2002

46. Distribution okay upon layoff?

    By John A, March 28, 2002
    • 1 reply
    • 2k views
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    • mbozek
    • March 28, 2002

47. 401k Loan Default then Repayment

    By Guest jhannifan, July 20, 2001
    • 4 replies
    • 6.2k views
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    • Jilliandiz
    • March 27, 2002

48. Hardship Withdrawal question

    By Guest bmurphy, March 26, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 27, 2002

49. Distributions of voluntary after-tax contributions

    By Guest bgiles, March 21, 2002
    • 3 replies
    • 4k views
    • 
    • wmyer
    • March 22, 2002

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

    By Guest lynne wakefield, March 20, 2002
    • 4 replies
    • 3.5k views
    • 
    • Guest
    • March 21, 2002