Distributions and Loans, Other than QDROs

4,177 topics in this forum

1. MRD - change in 5% owner status

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

2. Overpayment of loan payments

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

3. Updated safe harbor eligible rollover explanation?

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

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

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

5. QJSA waiver required every year on RMD?

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

6. How to allocate distribution between taxable and nontaxable

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

7. Rolling Over RMD's from Qualified Plans

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

8. Tax Deposits

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

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

   By John A, November 13, 2001
   • 0 replies
   • 1.3k views
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   • John A
   • November 13, 2001

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

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

11. 401(k) Loan Payroll Deduction Default

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

12. After-Tax Distributions

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

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

    By John A, November 8, 2001
    • 0 replies
    • 1.4k views
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    • John A
    • November 8, 2001

14. Hardship Withdrawals after Termination

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

15. MVRA Judgment Same as Tax Levy ??

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

16. RMDs for beneficiaries

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

17. Distribution of life insurance policy

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

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

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

19. Hardship after Loan

    By kocak, October 25, 2001
    • 3 replies
    • 1.6k views
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    • bzorc
    • October 26, 2001

20. 401(a)(9) MRD after Death

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

21. Is there a statute of limitations on RMDs?

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

22. Soldiers' and Sailors' Civil Relief Act

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

23. Benefits payout for terminated employee

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

24. Minor Beneficiary

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

25. loan payments after hardship withdrawal

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

26. Nua On Employer Stocks

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

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

    By John A, October 17, 2001
    • 2 replies
    • 1.8k views
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    • wmyer
    • October 18, 2001

28. Regulation Z and Plan loans

    By R. Butler, October 17, 2001
    • 2 replies
    • 2.2k views
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    • pmacduff
    • October 17, 2001

29. One-Year Marriage Rule

    By Guest wolfman, October 16, 2001
    • 4 replies
    • 7.1k views
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    • jpod
    • October 17, 2001

30. Locating an Article

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

31. Default Loans

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

32. Special Tax Notice

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

33. Withholding taken but...

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

34. Distributions from Non-qualified plans

    By dmb, September 25, 2001
    • 1 reply
    • 1.7k views
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    • RCK
    • October 2, 2001

35. no spousal consent

    By stevena, September 27, 2001
    • 17 replies
    • 3.9k views
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    • Kirk Maldonado
    • October 1, 2001

36. 401(k) loan outstanding at death

    By Bruce Steiner, September 23, 2001
    • 1 reply
    • 3.6k views
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    • Guest
    • September 28, 2001

37. Defaulted Loan

    By KateSmithPA, September 28, 2001
    • 0 replies
    • 1.5k views
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    • KateSmithPA
    • September 28, 2001

38. Acceptable proof of death.

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

39. Duty to Investigate Rollover Payee?

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

40. Loans and Frozen Plans

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

41. EGTRRA cash out rules

    By Guest Katharine Jungkind, September 6, 2001
    • 1 reply
    • 1.9k views
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    • Bob R
    • September 17, 2001

42. Paperless 401(k) Employment Termination Distributions?

    By Guest FREE401k, September 5, 2001
    • 4 replies
    • 2.1k views
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    • Guest
    • September 14, 2001

43. 402(f) notice?

    By Richard Anderson, September 14, 2001
    • 0 replies
    • 1.5k views
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    • Richard Anderson
    • September 14, 2001

44. Loans to sole participants

    By Guest Charlie, September 13, 2001
    • 1 reply
    • 1.4k views
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    • rcline46
    • September 13, 2001

45. Loan from salary deferral contributions only

    By Guest Factster, September 12, 2001
    • 1 reply
    • 1.4k views
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    • Medusa
    • September 12, 2001

46. Rollover from Defined Benefit Plan to Defined Contribution Plan

    By Guest SCUDDESLER, September 10, 2001
    • 3 replies
    • 4.2k views
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    • david rigby
    • September 10, 2001

47. Waiver of interest and/or penalties for an amended return due to a fai

    By Guest whistler, September 9, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • September 9, 2001

48. information on handling of loans

    By Guest EBC, September 6, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • September 6, 2001

49. QDRO: Distributions before QDRO determination

    By Guest RWC, September 5, 2001
    • 2 replies
    • 1.7k views
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    • Kirk Maldonado
    • September 5, 2001

50. loan amortization (with or without surrender charges)

    By Guest TracyAndrews, September 4, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • September 4, 2001