Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. electronic filing of 1099-R

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

2. Termination Funding

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

3. Locating beneficiary of deceased participant in terminated DC Plan

   By alexa, February 7, 2002
   • 4 replies
   • 2.3k views
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   • Guest
   • April 16, 2002

4. Fiduciary liability

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

5. 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

6. Changing distribution election due to check not being cashed

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

7. 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

8. 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

9. Taxation of Defaulted Loan

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

10. conduit IRA

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

11. 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

12. 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

13. 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

14. Distribution okay upon layoff?

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

15. 401k Loan Default then Repayment

    By Guest jhannifan, July 20, 2001
    • 4 replies
    • 6k views
    • 
    • Jilliandiz
    • March 27, 2002

16. Hardship Withdrawal question

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

17. Distributions of voluntary after-tax contributions

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

18. 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

19. TEFRA 242 Elections/RMD's

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

20. Payer's state no.?

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

21. 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

22. 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

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

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

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

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

25. 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

26. Distribution paid from wrong plan

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

27. Changing Distribution Options

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

28. plan loans

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

29. Plan Administrator Failed to Deduct Loan Payments

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

30. 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

31. Tax question re: alternate payee

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

32. age 70 1/2 distribution & furlough status

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

33. Correction of Delayed Distribution

    By Guest Bud, February 26, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 26, 2002

34. Soldiers and Sailors Relief Act

    By Guest Kurt_Johansen, September 26, 2001
    • 9 replies
    • 2.6k views
    • 
    • david rigby
    • February 22, 2002

35. 1099 for return of excess deferrals

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

36. Returned 1099-R's

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

37. Participant refuses Distribution

    By Guest KAGEM, February 9, 2002
    • 16 replies
    • 3.7k views
    • 
    • mbozek
    • February 20, 2002

38. Rollover of after tax contributions to Roth.

    By Guest Steve Palmer, February 19, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • February 20, 2002

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

    By Guest EPS, February 20, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 20, 2002

40. Help to determine the RBD..

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

41. Refresh my memory on a non-spouse beneficiary distribution.

    By Guest JPAdmin, February 19, 2002
    • 0 replies
    • 1.4k views
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    • Guest
    • February 19, 2002

42. Las Vegas Ex-plasterer Early Ret @ 32 Needs Info On Cashing In Pension

    By Guest vegasgem, February 16, 2002
    • 6 replies
    • 2k views
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    • Guest
    • February 18, 2002

43. Health Plan dependent student eligibility

    By Guest jmjoyce, February 14, 2002
    • 3 replies
    • 1.5k views
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    • jeanine
    • February 18, 2002

44. on series of substantially equal payments now, wants to change- conseq

    By maverick, February 12, 2002
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • February 12, 2002

45. Age used for first RMD

    By dmb, February 12, 2002
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • February 12, 2002

46. Payment of State Withholding Taxes

    By Fred Payne, February 6, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 9, 2002

47. Refinancing Qualified Plan Loans

    By Guest Shelton, February 8, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 8, 2002

48. RMDs and Rollover to IRA

    By Archimage, February 8, 2002
    • 1 reply
    • 1.6k views
    • 
    • Earl
    • February 8, 2002

49. SCAM - link to 401k board

    By Erik Read, February 7, 2002
    • 0 replies
    • 1.5k views
    • 
    • Erik Read
    • February 7, 2002

50. Non-qualified variable annuites

    By Guest davet, February 6, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 6, 2002