Distributions and Loans, Other than QDROs

4,199 topics in this forum

1. 402(f) Notice and EGGTRA

   By Guest Astro, December 26, 2001
   • 1 reply
   • 1.6k views
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   • Appleby
   • December 31, 2001

2. Tax withholding on distributions not eligible for rollover

   By Guest bmurphy, December 28, 2001
   • 0 replies
   • 1.7k views
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   • Guest
   • December 28, 2001

3. 2 outstanding loans for primary residence

   By Guest Runner, December 28, 2001
   • 0 replies
   • 1.4k views
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   • Guest
   • December 28, 2001

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

   By JDuns, December 28, 2001
   • 0 replies
   • 1.6k views
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   • JDuns
   • December 28, 2001

5. 401k plan distribution: would the 10% penalty apply to a distribution

   By Guest joeydell, December 26, 2001
   • 3 replies
   • 1.8k views
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   • QDROphile
   • December 27, 2001

6. Impact of Loans at Retirement

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

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

   By EGB, December 20, 2001
   • 2 replies
   • 2.3k views
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   • wmyer
   • December 21, 2001

8. MRD Withholding Rules

   By Guest lforesz, December 20, 2001
   • 1 reply
   • 1.9k views
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   • Mary Kay Foss
   • December 20, 2001

9. Minimum loan amount in loan policy

   By Guest Pat Metallic, December 20, 2001
   • 1 reply
   • 1.6k views
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   • QDROphile
   • December 20, 2001

10. Notice Requirements - QJSA Value or Table?

    By Erik Read, December 19, 2001
    • 6 replies
    • 2.1k views
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    • Erik Read
    • December 19, 2001

11. Decrease in distribution amounts

    By eilano, December 19, 2001
    • 1 reply
    • 1.4k views
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    • Fredman
    • December 19, 2001

12. RMDs from Defined Benefit Plans

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

13. involuntary cash out option

    By MJ Hartman, December 11, 2001
    • 3 replies
    • 2.8k views
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    • MJ Hartman
    • December 13, 2001

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

    By Guest FREE401k, December 12, 2001
    • 12 replies
    • 28.7k views
    • 
    • Guest
    • December 13, 2001

15. Asset reversion DC Plan

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

16. QJSA required for loan after spouse waived her rights on bene form?

    By Guest bgiles, December 11, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 11, 2001

17. incorrect payouts and plan is terminated

    By Guest dubya, December 11, 2001
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • December 11, 2001

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

    By maverick, December 10, 2001
    • 2 replies
    • 1.5k views
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    • Appleby
    • December 10, 2001

19. 401(a)(9) MRD

    By Guest D. Neuhauser, December 7, 2001
    • 1 reply
    • 1.7k views
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    • Belgarath
    • December 7, 2001

20. 401(k) Deceased Participant

    By Guest Alan L Fry, November 28, 2001
    • 3 replies
    • 2k views
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    • KIP KRAUS
    • December 3, 2001

21. Publication 590 v.s. MDIB Table

    By Guest bjschiedel, November 30, 2001
    • 1 reply
    • 1.9k views
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    • Michael Devault
    • November 30, 2001

22. terminating a plan's loan policy

    By Guest Pat Metallic, November 29, 2001
    • 1 reply
    • 1.4k views
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    • Alan Simpson
    • November 29, 2001

23. MRD - change in 5% owner status

    By Guest Amy Keen, November 29, 2001
    • 0 replies
    • 1.5k views
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    • Guest
    • November 29, 2001

24. Overpayment of loan payments

    By Guest Bob Lees, November 27, 2001
    • 1 reply
    • 1.7k views
    • 
    • stephen
    • November 28, 2001

25. Updated safe harbor eligible rollover explanation?

    By Guest Kennedy, November 20, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 20, 2001

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

    By John A, November 20, 2001
    • 0 replies
    • 1.4k views
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    • John A
    • November 20, 2001

27. QJSA waiver required every year on RMD?

    By John A, November 19, 2001
    • 4 replies
    • 7.2k views
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    • John A
    • November 20, 2001

28. How to allocate distribution between taxable and nontaxable

    By jkharvey, November 16, 2001
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • November 19, 2001

29. Rolling Over RMD's from Qualified Plans

    By Guest Asvedlow, November 7, 2001
    • 2 replies
    • 1.7k views
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    • John A
    • November 14, 2001

30. Tax Deposits

    By Earl, November 25, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • November 14, 2001

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

    By John A, November 13, 2001
    • 0 replies
    • 1.4k views
    • 
    • John A
    • November 13, 2001

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

    By John A, November 8, 2001
    • 3 replies
    • 1.7k views
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    • Mary Kay Foss
    • November 11, 2001

33. 401(k) Loan Payroll Deduction Default

    By KIP KRAUS, November 8, 2001
    • 3 replies
    • 2.7k views
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    • R. Butler
    • November 9, 2001

34. After-Tax Distributions

    By Guest LVelleman, November 9, 2001
    • 2 replies
    • 1.6k views
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    • wmyer
    • November 9, 2001

35. 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

36. Hardship Withdrawals after Termination

    By Guest KAGrist, November 7, 2001
    • 0 replies
    • 2.1k views
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    • Guest
    • November 7, 2001

37. MVRA Judgment Same as Tax Levy ??

    By Guest halka, November 6, 2001
    • 1 reply
    • 2k views
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    • david rigby
    • November 7, 2001

38. RMDs for beneficiaries

    By Guest Pat Metallic, November 6, 2001
    • 1 reply
    • 1.5k views
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    • Belgarath
    • November 6, 2001

39. Distribution of life insurance policy

    By Guest sammy, November 5, 2001
    • 0 replies
    • 1.6k views
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    • Guest
    • November 5, 2001

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

    By Guest LMalone, October 23, 2001
    • 8 replies
    • 2.4k views
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    • stephen
    • November 1, 2001

41. Hardship after Loan

    By kocak, October 25, 2001
    • 3 replies
    • 1.7k views
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    • bzorc
    • October 26, 2001

42. 401(a)(9) MRD after Death

    By Guest pension222, October 26, 2001
    • 1 reply
    • 2k views
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    • Michael Devault
    • October 26, 2001

43. Is there a statute of limitations on RMDs?

    By Guest Kathleen Fouquet, October 25, 2001
    • 2 replies
    • 3.3k views
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    • Mary Kay Foss
    • October 25, 2001

44. Soldiers' and Sailors' Civil Relief Act

    By Guest CJK, October 19, 2001
    • 2 replies
    • 1.7k views
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    • RCK
    • October 23, 2001

45. Benefits payout for terminated employee

    By Guest DanDWeaver, October 19, 2001
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 19, 2001

46. Minor Beneficiary

    By Guest Scout, October 16, 2001
    • 2 replies
    • 1.9k views
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    • david rigby
    • October 19, 2001

47. loan payments after hardship withdrawal

    By Guest Sara H, October 19, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 19, 2001

48. Nua On Employer Stocks

    By Guest AFRICA6796, October 17, 2001
    • 2 replies
    • 1.7k views
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    • Appleby
    • October 19, 2001

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

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

50. Regulation Z and Plan loans

    By R. Butler, October 17, 2001
    • 2 replies
    • 2.3k views
    • 
    • pmacduff
    • October 17, 2001