Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Loans to sole participants

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

2. Loan from salary deferral contributions only

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

3. Rollover from Defined Benefit Plan to Defined Contribution Plan

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

4. 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

5. 401(k) distribution-deceased participant/estate closed

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

6. information on handling of loans

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

7. EGTRRA cash out rules

   By Guest Katharine Jungkind, September 6, 2001
   • 1 reply
   • 1.8k views
   • 
   • Bob R
   • September 17, 2001

8. Paperless 401(k) Employment Termination Distributions?

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

9. QDRO: Distributions before QDRO determination

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

10. loan amortization (with or without surrender charges)

    By Guest TracyAndrews, September 4, 2001
    • 0 replies
    • 1.2k views
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    • Guest
    • September 4, 2001

11. paperless loans

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

12. distribution used wrong val date

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

13. QJSA Requirements

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

14. 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

15. Distributions prior to timing defined in aa

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

16. DB rollover

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

17. RMD from Keogh Plan

    By Guest Smichalek1, August 24, 2001
    • 1 reply
    • 3.1k views
    • 
    • Belgarath
    • August 27, 2001

18. Loans and Bankruptcy

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

19. Plan Sponsor want to reallocate money from lost participants

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

20. Automatic Rollovers with EGTRRA

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

21. distribution timing

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

22. alternative health plans in governmental agency

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

23. Distribution from IRA

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

24. Loan from Seg. Acct.?

    By David, August 16, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • August 17, 2001

25. Loan: buying out interest in principal residence?

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

26. Loans and seasonal workers

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

27. Partnership as Beneficiary

    By bzorc, August 15, 2001
    • 2 replies
    • 1.7k views
    • 
    • bzorc
    • August 15, 2001

28. Correcting an incorrect 1099-R?

    By John A, August 14, 2001
    • 1 reply
    • 8k views
    • 
    • Theresa Lynn
    • August 15, 2001

29. 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

30. Loan Term Limit

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

31. 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

32. Timing of Distribution to Beneficiaries

    By R. Butler, August 9, 2001
    • 2 replies
    • 1.6k views
    • 
    • Lame Duck
    • March 31, 2004

33. Delay in Cashing Distribution Check

    By DP, August 8, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 8, 2001

34. Procedure for death benefit payment to Mexican citizen.

    By David MacLennan, August 8, 2001
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • August 8, 2001

35. Minimum Distributions

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

36. MRDs as an annuity

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

37. Rollovers to a SIMPLE 401(k)

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

38. RMD in year of death- From Ron Merolli

    By Guest Paul Vickers, August 1, 2001
    • 2 replies
    • 1.6k views
    • 
    • Mary Kay Foss
    • August 2, 2001

39. Recordkeeping Responsibility

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

40. Inability to Make Top Heavy Minimum

    By Guest SCUDDESLER, July 31, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 1, 2001

41. Accruing Interest on Late Loan Payments

    By Guest Dave Danziger, July 31, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 31, 2001

42. Ten Year Forward Averaging

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

43. Defaulted Loan & 1099

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

44. Spousal Consent/loans

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

45. EGTRRA affect on forward averaging

    By Guest Ralph, July 23, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 23, 2001

46. 401k Loan Default then Repayment

    By Guest jhannifan, July 20, 2001
    • 4 replies
    • 6k views
    • 
    • Jilliandiz
    • March 27, 2002

47. New Required Min. Dist. Regs.

    By mming, July 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • July 19, 2001

48. Negative Earnings Affect Hardship Withdrawal Limit?

    By Guest FREE401k, July 18, 2001
    • 15 replies
    • 3.7k views
    • 
    • Guest
    • August 14, 2001

49. Excise Tax Penalty End Run?

    By Fred Payne, July 18, 2001
    • 5 replies
    • 1.7k views
    • 
    • Belgarath
    • July 19, 2001

50. EGTRRA - Elimination J&S and other optional forms

    By John A, July 12, 2001
    • 0 replies
    • 1.4k views
    • 
    • John A
    • July 12, 2001