Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. 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

2. Rollover of after tax contributions to Roth.

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

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

   By Guest vegasgem, February 16, 2002
   • 6 replies
   • 1.9k views
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   • Guest
   • February 18, 2002

4. Health Plan dependent student eligibility

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

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

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

6. Age used for first RMD

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

7. Participant refuses Distribution

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

8. Refinancing Qualified Plan Loans

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

9. RMDs and Rollover to IRA

   By Archimage, February 8, 2002
   • 1 reply
   • 1.5k views
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   • Earl
   • February 8, 2002

10. SCAM - link to 401k board

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

11. 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

12. Non-qualified variable annuites

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

13. Payment of State Withholding Taxes

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

14. New RMD rules

    By Guest GS1100, February 5, 2002
    • 1 reply
    • 1.4k views
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    • Guest
    • February 5, 2002

15. Distributions after death

    By Guest Blake, February 5, 2002
    • 2 replies
    • 1.5k views
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    • Kirk Maldonado
    • February 5, 2002

16. In service distribution for owner over 70 1/2

    By Guest EBC, February 1, 2002
    • 3 replies
    • 1.4k views
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    • QDROphile
    • February 5, 2002

17. State Tax Withholding

    By Guest mikeak, January 28, 2002
    • 5 replies
    • 3.3k views
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    • david rigby
    • April 26, 2005

18. QJSA exception for PS balances

    By Fred Payne, January 25, 2002
    • 0 replies
    • 1.2k views
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    • Fred Payne
    • January 25, 2002

19. Minimum distribution withholding

    By alexa, January 24, 2002
    • 5 replies
    • 1.8k views
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    • Medusa
    • January 27, 2002

20. Rollover IRA accepted cash but sent stock certificates back to plan

    By Guest LMalone, January 24, 2002
    • 6 replies
    • 1.7k views
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    • Guest
    • January 25, 2002

21. Spousal consent

    By Guest MNR, January 23, 2002
    • 6 replies
    • 1.7k views
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    • Guest
    • January 30, 2002

22. Anticutback issue - change of timing of distribution

    By Guest Star Seeker, January 23, 2002
    • 0 replies
    • 1.7k views
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    • Guest
    • January 23, 2002

23. Profit Sharing Plan distribution when participant has a life insurance

    By maverick, January 22, 2002
    • 12 replies
    • 3.6k views
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    • Belgarath
    • February 4, 2002

24. Loans To Owners Of S-corps

    By Guest KNAF, January 22, 2002
    • 0 replies
    • 1.2k views
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    • Guest
    • January 22, 2002

25. INternational taxation of 401K distributions

    By Guest joan sterling, January 21, 2002
    • 1 reply
    • 1.4k views
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    • Guest
    • January 21, 2002

26. Notification onus

    By Guest STLGiant, January 18, 2002
    • 1 reply
    • 1.5k views
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    • mbozek
    • January 23, 2002

27. IRS has revised the 12/27/01 Special Tax Notice

    By Everett Moreland, January 17, 2002
    • 6 replies
    • 1.6k views
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    • MGB
    • January 17, 2002

28. Interest Repayments

    By Guest Jhagan, January 16, 2002
    • 1 reply
    • 1.4k views
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    • Archimage
    • January 16, 2002

29. Required Minimum Distribution

    By Guest Ed Walker, January 8, 2002
    • 1 reply
    • 1.6k views
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    • Belgarath
    • January 8, 2002

30. Incidental Benefit on Life Insurance and Rollover

    By rocknrolls2, January 7, 2002
    • 3 replies
    • 2.4k views
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    • Belgarath
    • January 9, 2002

31. Distributions from plan funded solely by annuities

    By Guest Beth N, December 31, 2001
    • 4 replies
    • 1.5k views
    • 
    • RCK
    • January 2, 2002

32. Tax withholding on distributions not eligible for rollover

    By Guest bmurphy, December 28, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 28, 2001

33. 2 outstanding loans for primary residence

    By Guest Runner, December 28, 2001
    • 0 replies
    • 1.2k views
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    • Guest
    • December 28, 2001

34. Restricted payout from a DB plan to the surviving spouse of a top 25 e

    By JDuns, December 28, 2001
    • 0 replies
    • 1.4k views
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    • JDuns
    • December 28, 2001

35. 402(f) Notice and EGGTRA

    By Guest Astro, December 26, 2001
    • 1 reply
    • 1.5k views
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    • Appleby
    • December 31, 2001

36. buying a home thru esop

    By Guest wnibs, December 26, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 3, 2002

37. Impact of Loans at Retirement

    By joel, December 26, 2001
    • 0 replies
    • 1.3k views
    • 
    • joel
    • December 26, 2001

38. 401k plan distribution: would the 10% penalty apply to a distribution

    By Guest joeydell, December 26, 2001
    • 3 replies
    • 1.7k views
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    • QDROphile
    • December 27, 2001

39. merger of money purchase plan into 401(k) - can in-service distributio

    By EGB, December 20, 2001
    • 2 replies
    • 2k views
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    • wmyer
    • December 21, 2001

40. MRD Withholding Rules

    By Guest lforesz, December 20, 2001
    • 1 reply
    • 1.7k views
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    • Mary Kay Foss
    • December 20, 2001

41. MRDs

    By Guest lforesz, December 20, 2001
    • 3 replies
    • 1.8k views
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    • KJohnson
    • December 31, 2001

42. Minimum loan amount in loan policy

    By Guest Pat Metallic, December 20, 2001
    • 1 reply
    • 1.4k views
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    • QDROphile
    • December 20, 2001

43. Notice Requirements - QJSA Value or Table?

    By Erik Read, December 19, 2001
    • 6 replies
    • 1.9k views
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    • Erik Read
    • December 19, 2001

44. Decrease in distribution amounts

    By eilano, December 19, 2001
    • 1 reply
    • 1.3k views
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    • Fredman
    • December 19, 2001

45. Notice Requirements for Elimination of 70-1/2 In-Service Distribtion.

    By Guest PJW, December 18, 2001
    • 7 replies
    • 1.9k views
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    • KJohnson
    • January 25, 2002

46. RMDs from Defined Benefit Plans

    By Guest wolfman, December 18, 2001
    • 2 replies
    • 1.9k views
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    • Guest
    • December 19, 2001

47. Asset reversion DC Plan

    By Guest pensionadmin, December 12, 2001
    • 0 replies
    • 1.5k views
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    • Guest
    • December 12, 2001

48. Notary Required for Spouse Signature when taking a distribution?

    By Guest FREE401k, December 12, 2001
    • 12 replies
    • 26.9k views
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    • Guest
    • December 13, 2001

49. QJSA required for loan after spouse waived her rights on bene form?

    By Guest bgiles, December 11, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 11, 2001

50. involuntary cash out option

    By MJ Hartman, December 11, 2001
    • 3 replies
    • 2.5k views
    • 
    • MJ Hartman
    • December 13, 2001