Distributions and Loans, Other than QDROs

4,191 topics in this forum

1. Plan Administrator Failed to Deduct Loan Payments

   By Guest Sara H, March 4, 2002
   • 6 replies
   • 2.3k views
   • 
   • Mike Preston
   • March 7, 2002

2. 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

3. Tax question re: alternate payee

   By Guest cdg, March 1, 2002
   • 9 replies
   • 3.1k views
   • 
   • mbozek
   • March 4, 2002

4. age 70 1/2 distribution & furlough status

   By alexa, February 21, 2002
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • March 2, 2002

5. Correction of Delayed Distribution

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

6. Soldiers and Sailors Relief Act

   By Guest Kurt_Johansen, September 26, 2001
   • 9 replies
   • 2.7k views
   • 
   • david rigby
   • February 22, 2002

7. 1099 for return of excess deferrals

   By Guest bmurphy, February 20, 2002
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • February 22, 2002

8. Returned 1099-R's

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

9. Participant refuses Distribution

   By Guest KAGEM, February 9, 2002
   • 16 replies
   • 3.9k views
   • 
   • mbozek
   • February 20, 2002

10. Rollover of after tax contributions to Roth.

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

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

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

12. Help to determine the RBD..

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

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

    By Guest JPAdmin, February 19, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 19, 2002

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

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

15. Health Plan dependent student eligibility

    By Guest jmjoyce, February 14, 2002
    • 3 replies
    • 1.6k views
    • 
    • jeanine
    • February 18, 2002

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

    By maverick, February 12, 2002
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • February 12, 2002

17. Age used for first RMD

    By dmb, February 12, 2002
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • February 12, 2002

18. Payment of State Withholding Taxes

    By Fred Payne, February 6, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 9, 2002

19. Refinancing Qualified Plan Loans

    By Guest Shelton, February 8, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 8, 2002

20. RMDs and Rollover to IRA

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

21. SCAM - link to 401k board

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

22. Non-qualified variable annuites

    By Guest davet, February 6, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 6, 2002

23. New RMD rules

    By Guest GS1100, February 5, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 5, 2002

24. Distributions after death

    By Guest Blake, February 5, 2002
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • February 5, 2002

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

    By Guest EBC, February 1, 2002
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • February 5, 2002

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

    By maverick, January 22, 2002
    • 12 replies
    • 4.1k views
    • 
    • Belgarath
    • February 4, 2002

27. Spousal consent

    By Guest MNR, January 23, 2002
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • January 30, 2002

28. Minimum distribution withholding

    By alexa, January 24, 2002
    • 5 replies
    • 1.9k views
    • 
    • Medusa
    • January 27, 2002

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

    By Guest PJW, December 18, 2001
    • 7 replies
    • 2k views
    • 
    • KJohnson
    • January 25, 2002

30. QJSA exception for PS balances

    By Fred Payne, January 25, 2002
    • 0 replies
    • 1.3k views
    • 
    • Fred Payne
    • January 25, 2002

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

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

32. Notification onus

    By Guest STLGiant, January 18, 2002
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • January 23, 2002

33. Anticutback issue - change of timing of distribution

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

34. Loans To Owners Of S-corps

    By Guest KNAF, January 22, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 22, 2002

35. INternational taxation of 401K distributions

    By Guest joan sterling, January 21, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 21, 2002

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

    By Everett Moreland, January 17, 2002
    • 6 replies
    • 1.7k views
    • 
    • MGB
    • January 17, 2002

37. Interest Repayments

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

38. Incidental Benefit on Life Insurance and Rollover

    By rocknrolls2, January 7, 2002
    • 3 replies
    • 2.5k views
    • 
    • Belgarath
    • January 9, 2002

39. Required Minimum Distribution

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

40. buying a home thru esop

    By Guest wnibs, December 26, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 3, 2002

41. Distributions from plan funded solely by annuities

    By Guest Beth N, December 31, 2001
    • 4 replies
    • 1.6k views
    • 
    • RCK
    • January 2, 2002

42. MRDs

    By Guest lforesz, December 20, 2001
    • 3 replies
    • 1.9k views
    • 
    • KJohnson
    • December 31, 2001

43. 402(f) Notice and EGGTRA

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

44. Tax withholding on distributions not eligible for rollover

    By Guest bmurphy, December 28, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 28, 2001

45. 2 outstanding loans for primary residence

    By Guest Runner, December 28, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 28, 2001

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

    By JDuns, December 28, 2001
    • 0 replies
    • 1.5k views
    • 
    • JDuns
    • December 28, 2001

47. 401k plan distribution: would the 10% penalty apply to a distribution

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

48. Impact of Loans at Retirement

    By joel, December 26, 2001
    • 0 replies
    • 1.4k views
    • 
    • joel
    • December 26, 2001

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

    By EGB, December 20, 2001
    • 2 replies
    • 2.1k views
    • 
    • wmyer
    • December 21, 2001

50. MRD Withholding Rules

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