Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. incorrect payouts and plan is terminated

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

2. 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

3. 401(a)(9) MRD

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

4. Publication 590 v.s. MDIB Table

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

5. terminating a plan's loan policy

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

6. MRD - change in 5% owner status

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

7. 401(k) Deceased Participant

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

8. Overpayment of loan payments

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

9. Updated safe harbor eligible rollover explanation?

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

10. 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

11. QJSA waiver required every year on RMD?

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

12. How to allocate distribution between taxable and nontaxable

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

13. 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

14. After-Tax Distributions

    By Guest LVelleman, November 9, 2001
    • 2 replies
    • 1.5k views
    • 
    • wmyer
    • November 9, 2001

15. 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

16. Required Minimum Distributions - is election to defer trumped by 2001

    By John A, November 8, 2001
    • 0 replies
    • 1.3k views
    • 
    • John A
    • November 8, 2001

17. 401(k) Loan Payroll Deduction Default

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

18. Hardship Withdrawals after Termination

    By Guest KAGrist, November 7, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • November 7, 2001

19. Rolling Over RMD's from Qualified Plans

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

20. MVRA Judgment Same as Tax Levy ??

    By Guest halka, November 6, 2001
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • November 7, 2001

21. RMDs for beneficiaries

    By Guest Pat Metallic, November 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • November 6, 2001

22. Distribution of life insurance policy

    By Guest sammy, November 5, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 5, 2001

23. Distributions from Terminated Small DB Plan

    By Guest pension222, November 2, 2001
    • 13 replies
    • 4.5k views
    • 
    • david rigby
    • February 22, 2003

24. RMD or MRD?

    By joel, October 30, 2001
    • 4 replies
    • 7.4k views
    • 
    • jevd
    • April 4, 2003

25. 401(a)(9) MRD after Death

    By Guest pension222, October 26, 2001
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • October 26, 2001

26. Hardship after Loan

    By kocak, October 25, 2001
    • 3 replies
    • 1.5k views
    • 
    • bzorc
    • October 26, 2001

27. Is there a statute of limitations on RMDs?

    By Guest Kathleen Fouquet, October 25, 2001
    • 2 replies
    • 3.1k views
    • 
    • Mary Kay Foss
    • October 25, 2001

28. Can the RMD model amendment be adopted after GUST remedial period?

    By Guest LMalone, October 23, 2001
    • 8 replies
    • 2.2k views
    • 
    • stephen
    • November 1, 2001

29. Benefits payout for terminated employee

    By Guest DanDWeaver, October 19, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • October 19, 2001

30. Soldiers' and Sailors' Civil Relief Act

    By Guest CJK, October 19, 2001
    • 2 replies
    • 1.5k views
    • 
    • RCK
    • October 23, 2001

31. loan payments after hardship withdrawal

    By Guest Sara H, October 19, 2001
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 19, 2001

32. Participant in a coma

    By dmb, October 18, 2001
    • 5 replies
    • 2.3k views
    • 
    • Mike Preston
    • June 18, 2007

33. Nua On Employer Stocks

    By Guest AFRICA6796, October 17, 2001
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • October 19, 2001

34. Required minimum distribution under 2001 regulations - use preamble or

    By John A, October 17, 2001
    • 2 replies
    • 1.7k views
    • 
    • wmyer
    • October 18, 2001

35. Regulation Z and Plan loans

    By R. Butler, October 17, 2001
    • 2 replies
    • 2.1k views
    • 
    • pmacduff
    • October 17, 2001

36. One-Year Marriage Rule

    By Guest wolfman, October 16, 2001
    • 4 replies
    • 7k views
    • 
    • jpod
    • October 17, 2001

37. Minor Beneficiary

    By Guest Scout, October 16, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • October 19, 2001

38. Locating an Article

    By Guest andmik, October 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • October 17, 2001

39. Default Loans

    By Guest Jim Jesikiewicz, October 8, 2001
    • 4 replies
    • 1.6k views
    • 
    • KJohnson
    • October 8, 2001

40. Withholding taken but...

    By Guest M.L. Martin, October 3, 2001
    • 1 reply
    • 1.5k views
    • 
    • RCK
    • October 4, 2001

41. Special Tax Notice

    By RCK, September 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 5, 2001

42. Defaulted Loan

    By KateSmithPA, September 28, 2001
    • 0 replies
    • 1.4k views
    • 
    • KateSmithPA
    • September 28, 2001

43. no spousal consent

    By stevena, September 27, 2001
    • 17 replies
    • 3.8k views
    • 
    • Kirk Maldonado
    • October 1, 2001

44. Soldiers and Sailors Relief Act

    By Guest Kurt_Johansen, September 26, 2001
    • 9 replies
    • 2.5k views
    • 
    • david rigby
    • February 22, 2002

45. Distributions from Non-qualified plans

    By dmb, September 25, 2001
    • 1 reply
    • 1.6k views
    • 
    • RCK
    • October 2, 2001

46. 401(k) loan outstanding at death

    By Bruce Steiner, September 23, 2001
    • 1 reply
    • 3.5k views
    • 
    • Guest
    • September 28, 2001

47. Acceptable proof of death.

    By Guest Jose Rosario, September 20, 2001
    • 1 reply
    • 1.7k views
    • 
    • Theresa Lynn
    • September 24, 2001

48. Loans and Frozen Plans

    By Guest Moreno, September 18, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • September 18, 2001

49. Duty to Investigate Rollover Payee?

    By Guest FREE401k, September 17, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 19, 2001

50. 402(f) notice?

    By Richard Anderson, September 14, 2001
    • 0 replies
    • 1.4k views
    • 
    • Richard Anderson
    • September 14, 2001