Distributions and Loans, Other than QDROs

4,188 topics in this forum

1. Trust as beneficiary and separate accounts

   By smm, May 16, 2002
   • 9 replies
   • 3.9k views
   • 
   • mbozek
   • May 23, 2002

2. Minimum Required Distributions

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

3. employee transfer

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

4. 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

5. 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

6. 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

7. Hardship distr from PS plan

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

8. 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

9. Loans in Default

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

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

    By Guest Dave Danziger, April 30, 2002
    • 11 replies
    • 2.3k views
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    • Guest
    • May 2, 2002

11. Hardship Withdraw from Profit Sharing Plan

    By abanky, May 2, 2002
    • 2 replies
    • 1.9k views
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    • abanky
    • May 2, 2002

12. 457 Distributions

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

13. 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

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

    By John A, May 25, 2001
    • 2 replies
    • 8.8k views
    • 
    • Guest
    • April 25, 2002

15. Refinanced participant loan

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

16. Loan Repayment Requirements

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

17. Time limit on recovering erroneous FIT withholding.

    By RCK, April 19, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 20, 2002

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

    By maverick, April 1, 2002
    • 7 replies
    • 1.9k views
    • 
    • Appleby
    • April 16, 2002

19. Irs Issues Final Rmd Regulations

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

20. electronic filing of 1099-R

    By Belgarath, April 9, 2002
    • 5 replies
    • 1.6k views
    • 
    • Belgarath
    • April 16, 2002

21. Termination Funding

    By Guest LLandau, April 15, 2002
    • 2 replies
    • 1.7k views
    • 
    • MGB
    • April 16, 2002

22. Locating beneficiary of deceased participant in terminated DC Plan

    By alexa, February 7, 2002
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • April 16, 2002

23. Fiduciary liability

    By Guest turbodiesel39, April 15, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • April 15, 2002

24. Form 5329 questions related to missed RMD

    By John A, April 15, 2002
    • 0 replies
    • 1.6k views
    • 
    • John A
    • April 15, 2002

25. Changing distribution election due to check not being cashed

    By Guest bmurphy, April 8, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • April 10, 2002

26. Waiting time for new loan?

    By Guest bmurphy, April 5, 2002
    • 4 replies
    • 1.7k views
    • 
    • Mike Preston
    • April 5, 2002

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

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

28. Taxation of Defaulted Loan

    By KateSmithPA, April 4, 2002
    • 6 replies
    • 2k views
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    • KateSmithPA
    • April 4, 2002

29. conduit IRA

    By Guest slt, March 28, 2002
    • 6 replies
    • 2.1k views
    • 
    • mbozek
    • April 1, 2002

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

    By smm, March 29, 2002
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • March 29, 2002

31. Benefit Payment to Participant's Spouse

    By Guest ckolodziej, March 28, 2002
    • 6 replies
    • 1.9k views
    • 
    • mbozek
    • March 29, 2002

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

    By Guest Powers, March 28, 2002
    • 3 replies
    • 2.4k views
    • 
    • KJohnson
    • March 28, 2002

33. Distribution okay upon layoff?

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

34. 401k Loan Default then Repayment

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

35. Hardship Withdrawal question

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

36. Distributions of voluntary after-tax contributions

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

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

    By Guest lynne wakefield, March 20, 2002
    • 4 replies
    • 3.2k views
    • 
    • Guest
    • March 21, 2002

38. TEFRA 242 Elections/RMD's

    By Guest bubs, March 21, 2002
    • 1 reply
    • 2.2k views
    • 
    • JanetM
    • March 21, 2002

39. Payer's state no.?

    By John A, March 21, 2002
    • 1 reply
    • 4.9k views
    • 
    • Guest
    • March 21, 2002

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

    By Guest Edward McElroy, March 20, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • March 21, 2002

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

    By MR, March 18, 2002
    • 3 replies
    • 1.5k views
    • 
    • BPickerCPA
    • March 21, 2002

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

    By KJohnson, March 15, 2002
    • 4 replies
    • 1.8k views
    • 
    • mbozek
    • March 18, 2002

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

    By John A, March 1, 2002
    • 10 replies
    • 2.7k views
    • 
    • mbozek
    • March 18, 2002

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

    By John A, March 14, 2002
    • 0 replies
    • 1.3k views
    • 
    • John A
    • March 14, 2002

45. Distribution paid from wrong plan

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

46. Changing Distribution Options

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

47. plan loans

    By mbozek, March 7, 2002
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • March 7, 2002

48. Plan Administrator Failed to Deduct Loan Payments

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

49. Notice of right to repayment under the cash-out rule.

    By Guest Thornton, August 28, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 5, 2002

50. Tax question re: alternate payee

    By Guest cdg, March 1, 2002
    • 9 replies
    • 2.9k views
    • 
    • mbozek
    • March 4, 2002