Distributions and Loans, Other than QDROs

4,166 topics in this forum

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

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

2. Spousal consent

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

3. Minimum distribution withholding

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

4. 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

5. 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

6. 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

7. Notification onus

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

8. 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

9. Loans To Owners Of S-corps

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

10. INternational taxation of 401K distributions

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

11. 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

12. Interest Repayments

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

13. 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

14. Required Minimum Distribution

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

15. buying a home thru esop

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

16. Distributions from plan funded solely by annuities

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

17. MRDs

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

18. 402(f) Notice and EGGTRA

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

19. Tax withholding on distributions not eligible for rollover

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

20. 2 outstanding loans for primary residence

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

21. 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
    • 
    • JDuns
    • December 28, 2001

22. 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

23. Impact of Loans at Retirement

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

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

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

25. MRD Withholding Rules

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

26. Minimum loan amount in loan policy

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

27. Notice Requirements - QJSA Value or Table?

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

28. Decrease in distribution amounts

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

29. RMDs from Defined Benefit Plans

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

30. involuntary cash out option

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

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

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

32. Asset reversion DC Plan

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

33. 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

34. incorrect payouts and plan is terminated

    By Guest dubya, December 11, 2001
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • December 11, 2001

35. restriction on number of times a person can "replace" an ir

    By maverick, December 10, 2001
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • December 10, 2001

36. 401(a)(9) MRD

    By Guest D. Neuhauser, December 7, 2001
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • December 7, 2001

37. 401(k) Deceased Participant

    By Guest Alan L Fry, November 28, 2001
    • 3 replies
    • 1.8k views
    • 
    • KIP KRAUS
    • December 3, 2001

38. Publication 590 v.s. MDIB Table

    By Guest bjschiedel, November 30, 2001
    • 1 reply
    • 1.7k views
    • 
    • Michael Devault
    • November 30, 2001

39. terminating a plan's loan policy

    By Guest Pat Metallic, November 29, 2001
    • 1 reply
    • 1.3k views
    • 
    • Alan Simpson
    • November 29, 2001

40. MRD - change in 5% owner status

    By Guest Amy Keen, November 29, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 29, 2001

41. Overpayment of loan payments

    By Guest Bob Lees, November 27, 2001
    • 1 reply
    • 1.5k views
    • 
    • stephen
    • November 28, 2001

42. Updated safe harbor eligible rollover explanation?

    By Guest Kennedy, November 20, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 20, 2001

43. Post-EGTRRA Death Benefit when spouse is in same plan as participant?

    By John A, November 20, 2001
    • 0 replies
    • 1.3k views
    • 
    • John A
    • November 20, 2001

44. QJSA waiver required every year on RMD?

    By John A, November 19, 2001
    • 4 replies
    • 6.9k views
    • 
    • John A
    • November 20, 2001

45. How to allocate distribution between taxable and nontaxable

    By jkharvey, November 16, 2001
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • November 19, 2001

46. Rolling Over RMD's from Qualified Plans

    By Guest Asvedlow, November 7, 2001
    • 2 replies
    • 1.6k views
    • 
    • John A
    • November 14, 2001

47. Tax Deposits

    By Earl, November 25, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • November 14, 2001

48. Can participants still be given option to defer RBD after end of GUST

    By John A, November 13, 2001
    • 0 replies
    • 1.2k views
    • 
    • John A
    • November 13, 2001

49. RMDs due 4/1/02 - "old" rules or "new" rules?

    By John A, November 8, 2001
    • 3 replies
    • 1.5k views
    • 
    • Mary Kay Foss
    • November 11, 2001

50. 401(k) Loan Payroll Deduction Default

    By KIP KRAUS, November 8, 2001
    • 3 replies
    • 2.5k views
    • 
    • R. Butler
    • November 9, 2001