Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. RMDs and Rollover to IRA

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

2. SCAM - link to 401k board

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

3. Non-qualified variable annuites

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

4. New RMD rules

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

5. Distributions after death

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

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

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

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

   By maverick, January 22, 2002
   • 12 replies
   • 3.7k views
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   • Belgarath
   • February 4, 2002

8. Spousal consent

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

9. Minimum distribution withholding

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

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

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

11. QJSA exception for PS balances

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

12. 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

13. Notification onus

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

14. Anticutback issue - change of timing of distribution

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

15. Loans To Owners Of S-corps

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

16. INternational taxation of 401K distributions

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

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

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

18. Interest Repayments

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

19. Incidental Benefit on Life Insurance and Rollover

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

20. Required Minimum Distribution

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

21. buying a home thru esop

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

22. Distributions from plan funded solely by annuities

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

23. MRDs

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

24. 402(f) Notice and EGGTRA

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

25. Tax withholding on distributions not eligible for rollover

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

26. 2 outstanding loans for primary residence

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

27. 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

28. 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

29. Impact of Loans at Retirement

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

30. 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

31. MRD Withholding Rules

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

32. Minimum loan amount in loan policy

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

33. Notice Requirements - QJSA Value or Table?

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

34. Decrease in distribution amounts

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

35. RMDs from Defined Benefit Plans

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

36. involuntary cash out option

    By MJ Hartman, December 11, 2001
    • 3 replies
    • 2.6k views
    • 
    • MJ Hartman
    • December 13, 2001

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

    By Guest FREE401k, December 12, 2001
    • 12 replies
    • 27.4k views
    • 
    • Guest
    • December 13, 2001

38. Asset reversion DC Plan

    By Guest pensionadmin, December 12, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 12, 2001

39. 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

40. incorrect payouts and plan is terminated

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

41. 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

42. 401(a)(9) MRD

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

43. 401(k) Deceased Participant

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

44. Publication 590 v.s. MDIB Table

    By Guest bjschiedel, November 30, 2001
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • November 30, 2001

45. terminating a plan's loan policy

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

46. MRD - change in 5% owner status

    By Guest Amy Keen, November 29, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 29, 2001

47. Overpayment of loan payments

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

48. Updated safe harbor eligible rollover explanation?

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

49. 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

50. QJSA waiver required every year on RMD?

    By John A, November 19, 2001
    • 4 replies
    • 7k views
    • 
    • John A
    • November 20, 2001