Distributions and Loans, Other than QDROs

4,195 topics in this forum

1. 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

2. Impact of Loans at Retirement

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

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

   By EGB, December 20, 2001
   • 2 replies
   • 2.2k views
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   • wmyer
   • December 21, 2001

4. MRD Withholding Rules

   By Guest lforesz, December 20, 2001
   • 1 reply
   • 1.8k views
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   • Mary Kay Foss
   • December 20, 2001

5. Minimum loan amount in loan policy

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

6. 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

7. Decrease in distribution amounts

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

8. RMDs from Defined Benefit Plans

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

9. involuntary cash out option

   By MJ Hartman, December 11, 2001
   • 3 replies
   • 2.7k views
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   • MJ Hartman
   • December 13, 2001

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

    By Guest FREE401k, December 12, 2001
    • 12 replies
    • 28.6k views
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    • Guest
    • December 13, 2001

11. Asset reversion DC Plan

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

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

    By Guest bgiles, December 11, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • December 11, 2001

13. incorrect payouts and plan is terminated

    By Guest dubya, December 11, 2001
    • 3 replies
    • 1.4k views
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    • QDROphile
    • December 11, 2001

14. 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

15. 401(a)(9) MRD

    By Guest D. Neuhauser, December 7, 2001
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • December 7, 2001

16. 401(k) Deceased Participant

    By Guest Alan L Fry, November 28, 2001
    • 3 replies
    • 1.9k views
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    • KIP KRAUS
    • December 3, 2001

17. Publication 590 v.s. MDIB Table

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

18. terminating a plan's loan policy

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

19. MRD - change in 5% owner status

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

20. Overpayment of loan payments

    By Guest Bob Lees, November 27, 2001
    • 1 reply
    • 1.6k views
    • 
    • stephen
    • November 28, 2001

21. Updated safe harbor eligible rollover explanation?

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

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

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

23. QJSA waiver required every year on RMD?

    By John A, November 19, 2001
    • 4 replies
    • 7.1k views
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    • John A
    • November 20, 2001

24. How to allocate distribution between taxable and nontaxable

    By jkharvey, November 16, 2001
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • November 19, 2001

25. 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

26. Tax Deposits

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

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

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

28. 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

29. 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

30. After-Tax Distributions

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

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

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

32. Hardship Withdrawals after Termination

    By Guest KAGrist, November 7, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 7, 2001

33. MVRA Judgment Same as Tax Levy ??

    By Guest halka, November 6, 2001
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • November 7, 2001

34. RMDs for beneficiaries

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

35. Distribution of life insurance policy

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

36. 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

37. Hardship after Loan

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

38. 401(a)(9) MRD after Death

    By Guest pension222, October 26, 2001
    • 1 reply
    • 1.9k views
    • 
    • Michael Devault
    • October 26, 2001

39. Is there a statute of limitations on RMDs?

    By Guest Kathleen Fouquet, October 25, 2001
    • 2 replies
    • 3.2k views
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    • Mary Kay Foss
    • October 25, 2001

40. Soldiers' and Sailors' Civil Relief Act

    By Guest CJK, October 19, 2001
    • 2 replies
    • 1.6k views
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    • RCK
    • October 23, 2001

41. Benefits payout for terminated employee

    By Guest DanDWeaver, October 19, 2001
    • 2 replies
    • 2.2k views
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    • Guest
    • October 19, 2001

42. Minor Beneficiary

    By Guest Scout, October 16, 2001
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • October 19, 2001

43. loan payments after hardship withdrawal

    By Guest Sara H, October 19, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 19, 2001

44. Nua On Employer Stocks

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

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

    By John A, October 17, 2001
    • 2 replies
    • 1.9k views
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    • wmyer
    • October 18, 2001

46. Regulation Z and Plan loans

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

47. One-Year Marriage Rule

    By Guest wolfman, October 16, 2001
    • 4 replies
    • 7.4k views
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    • jpod
    • October 17, 2001

48. Locating an Article

    By Guest andmik, October 12, 2001
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • October 17, 2001

49. Default Loans

    By Guest Jim Jesikiewicz, October 8, 2001
    • 4 replies
    • 1.8k views
    • 
    • KJohnson
    • October 8, 2001

50. Special Tax Notice

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