Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Distributions from Non-qualified plans

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

2. 401(k) loan outstanding at death

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

3. Acceptable proof of death.

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

4. Loans and Frozen Plans

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

5. Duty to Investigate Rollover Payee?

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

6. 402(f) notice?

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

7. Loans to sole participants

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

8. Loan from salary deferral contributions only

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

9. Rollover from Defined Benefit Plan to Defined Contribution Plan

   By Guest SCUDDESLER, September 10, 2001
   • 3 replies
   • 4.1k views
   • 
   • david rigby
   • September 10, 2001

10. 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
    • 
    • Guest
    • September 9, 2001

11. 401(k) distribution-deceased participant/estate closed

    By Guest Martha A. Hayner, September 7, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 10, 2002

12. information on handling of loans

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

13. EGTRRA cash out rules

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

14. Paperless 401(k) Employment Termination Distributions?

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

15. QDRO: Distributions before QDRO determination

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

16. loan amortization (with or without surrender charges)

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

17. paperless loans

    By k man, September 4, 2001
    • 0 replies
    • 1.4k views
    • 
    • k man
    • September 4, 2001

18. distribution used wrong val date

    By Guest hershey, August 29, 2001
    • 5 replies
    • 1.6k views
    • 
    • RCK
    • August 31, 2001

19. QJSA Requirements

    By Guest kowen, August 28, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 28, 2001

20. Notice of right to repayment under the cash-out rule.

    By Guest Thornton, August 28, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 5, 2002

21. Distributions prior to timing defined in aa

    By Guest BAR, August 27, 2001
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • August 27, 2001

22. DB rollover

    By Guest EBC, August 24, 2001
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • August 25, 2001

23. RMD from Keogh Plan

    By Guest Smichalek1, August 24, 2001
    • 1 reply
    • 3.2k views
    • 
    • Belgarath
    • August 27, 2001

24. Loans and Bankruptcy

    By Guest Moreno, August 23, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 23, 2001

25. Plan Sponsor want to reallocate money from lost participants

    By Guest JimJ, August 21, 2001
    • 9 replies
    • 2.4k views
    • 
    • Belgarath
    • August 22, 2001

26. Automatic Rollovers with EGTRRA

    By Guest dubya, August 21, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • August 29, 2001

27. distribution timing

    By Guest asianson, August 17, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 20, 2001

28. alternative health plans in governmental agency

    By Guest Junk, August 16, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 16, 2001

29. Distribution from IRA

    By Guest cjsanders, August 16, 2001
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • August 16, 2001

30. Loan from Seg. Acct.?

    By David, August 16, 2001
    • 1 reply
    • 1.6k views
    • 
    • R. Butler
    • August 17, 2001

31. Loan: buying out interest in principal residence?

    By Guest RWC, August 16, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 16, 2001

32. Loans and seasonal workers

    By John A, August 15, 2001
    • 0 replies
    • 1.7k views
    • 
    • John A
    • August 15, 2001

33. Partnership as Beneficiary

    By bzorc, August 15, 2001
    • 2 replies
    • 1.8k views
    • 
    • bzorc
    • August 15, 2001

34. Correcting an incorrect 1099-R?

    By John A, August 14, 2001
    • 1 reply
    • 8.1k views
    • 
    • Theresa Lynn
    • August 15, 2001

35. Distribution election forms for 401(k) & 403(b) plans

    By Guest dani_o, August 13, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 13, 2001

36. Loan Term Limit

    By Guest mczet, August 13, 2001
    • 3 replies
    • 1.6k views
    • 
    • R. Butler
    • August 14, 2001

37. New or old RMD rules if death in prior year?

    By John A, August 10, 2001
    • 3 replies
    • 1.8k views
    • 
    • Belgarath
    • August 10, 2001

38. Timing of Distribution to Beneficiaries

    By R. Butler, August 9, 2001
    • 2 replies
    • 1.7k views
    • 
    • Lame Duck
    • March 31, 2004

39. Delay in Cashing Distribution Check

    By DP, August 8, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 8, 2001

40. Procedure for death benefit payment to Mexican citizen.

    By David MacLennan, August 8, 2001
    • 1 reply
    • 3k views
    • 
    • Guest
    • August 8, 2001

41. Minimum Distributions

    By Guest RBlaine, August 7, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 7, 2001

42. MRDs as an annuity

    By dmb, August 7, 2001
    • 2 replies
    • 1.7k views
    • 
    • KJohnson
    • August 7, 2001

43. Rollovers to a SIMPLE 401(k)

    By Guest ak, August 3, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 3, 2001

44. RMD in year of death- From Ron Merolli

    By Guest Paul Vickers, August 1, 2001
    • 2 replies
    • 1.7k views
    • 
    • Mary Kay Foss
    • August 2, 2001

45. Recordkeeping Responsibility

    By Guest jam, August 1, 2001
    • 3 replies
    • 1.6k views
    • 
    • stephen
    • August 2, 2001

46. Inability to Make Top Heavy Minimum

    By Guest SCUDDESLER, July 31, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 1, 2001

47. Accruing Interest on Late Loan Payments

    By Guest Dave Danziger, July 31, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 31, 2001

48. Ten Year Forward Averaging

    By chris, July 30, 2001
    • 0 replies
    • 1.9k views
    • 
    • chris
    • July 30, 2001

49. Defaulted Loan & 1099

    By Guest Bob Lees, July 24, 2001
    • 2 replies
    • 2.2k views
    • 
    • J2D2
    • October 2, 2006

50. Spousal Consent/loans

    By Guest lc, July 24, 2001
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • July 26, 2001