Distributions and Loans, Other than QDROs

4,204 topics in this forum

1. Minor Beneficiary

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

2. loan payments after hardship withdrawal

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

3. Nua On Employer Stocks

   By Guest AFRICA6796, October 17, 2001
   • 2 replies
   • 1.8k views
   • 
   • Appleby
   • October 19, 2001

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

   By John A, October 17, 2001
   • 2 replies
   • 2.1k views
   • 
   • wmyer
   • October 18, 2001

5. Regulation Z and Plan loans

   By R. Butler, October 17, 2001
   • 2 replies
   • 2.4k views
   • 
   • pmacduff
   • October 17, 2001

6. One-Year Marriage Rule

   By Guest wolfman, October 16, 2001
   • 4 replies
   • 7.7k views
   • 
   • jpod
   • October 17, 2001

7. Locating an Article

   By Guest andmik, October 12, 2001
   • 1 reply
   • 1.8k views
   • 
   • Tom Poje
   • October 17, 2001

8. Default Loans

   By Guest Jim Jesikiewicz, October 8, 2001
   • 4 replies
   • 1.9k views
   • 
   • KJohnson
   • October 8, 2001

9. Special Tax Notice

   By RCK, September 28, 2001
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • October 5, 2001

10. Withholding taken but...

    By Guest M.L. Martin, October 3, 2001
    • 1 reply
    • 1.8k views
    • 
    • RCK
    • October 4, 2001

11. Distributions from Non-qualified plans

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

12. no spousal consent

    By stevena, September 27, 2001
    • 17 replies
    • 4.6k views
    • 
    • Kirk Maldonado
    • October 1, 2001

13. 401(k) loan outstanding at death

    By Bruce Steiner, September 23, 2001
    • 1 reply
    • 4.1k views
    • 
    • Guest
    • September 28, 2001

14. Defaulted Loan

    By KateSmithPA, September 28, 2001
    • 0 replies
    • 1.7k views
    • 
    • KateSmithPA
    • September 28, 2001

15. Acceptable proof of death.

    By Guest Jose Rosario, September 20, 2001
    • 1 reply
    • 1.9k views
    • 
    • Theresa Lynn
    • September 24, 2001

16. Duty to Investigate Rollover Payee?

    By Guest FREE401k, September 17, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 19, 2001

17. Loans and Frozen Plans

    By Guest Moreno, September 18, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • September 18, 2001

18. EGTRRA cash out rules

    By Guest Katharine Jungkind, September 6, 2001
    • 1 reply
    • 2.1k views
    • 
    • Bob R
    • September 17, 2001

19. Paperless 401(k) Employment Termination Distributions?

    By Guest FREE401k, September 5, 2001
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • September 14, 2001

20. 402(f) notice?

    By Richard Anderson, September 14, 2001
    • 0 replies
    • 1.6k views
    • 
    • Richard Anderson
    • September 14, 2001

21. Loans to sole participants

    By Guest Charlie, September 13, 2001
    • 1 reply
    • 1.8k views
    • 
    • rcline46
    • September 13, 2001

22. Loan from salary deferral contributions only

    By Guest Factster, September 12, 2001
    • 1 reply
    • 1.7k views
    • 
    • Medusa
    • September 12, 2001

23. Rollover from Defined Benefit Plan to Defined Contribution Plan

    By Guest SCUDDESLER, September 10, 2001
    • 3 replies
    • 4.5k views
    • 
    • david rigby
    • September 10, 2001

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

    By Guest whistler, September 9, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 9, 2001

25. information on handling of loans

    By Guest EBC, September 6, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 6, 2001

26. QDRO: Distributions before QDRO determination

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

27. loan amortization (with or without surrender charges)

    By Guest TracyAndrews, September 4, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 4, 2001

28. paperless loans

    By k man, September 4, 2001
    • 0 replies
    • 1.7k views
    • 
    • k man
    • September 4, 2001

29. distribution used wrong val date

    By Guest hershey, August 29, 2001
    • 5 replies
    • 1.9k views
    • 
    • RCK
    • August 31, 2001

30. Automatic Rollovers with EGTRRA

    By Guest dubya, August 21, 2001
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • August 29, 2001

31. QJSA Requirements

    By Guest kowen, August 28, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 28, 2001

32. Distributions prior to timing defined in aa

    By Guest BAR, August 27, 2001
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • August 27, 2001

33. RMD from Keogh Plan

    By Guest Smichalek1, August 24, 2001
    • 1 reply
    • 3.5k views
    • 
    • Belgarath
    • August 27, 2001

34. DB rollover

    By Guest EBC, August 24, 2001
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • August 25, 2001

35. Loans and Bankruptcy

    By Guest Moreno, August 23, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 23, 2001

36. Plan Sponsor want to reallocate money from lost participants

    By Guest JimJ, August 21, 2001
    • 9 replies
    • 2.8k views
    • 
    • Belgarath
    • August 22, 2001

37. distribution timing

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

38. Loan from Seg. Acct.?

    By David, August 16, 2001
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • August 17, 2001

39. alternative health plans in governmental agency

    By Guest Junk, August 16, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 16, 2001

40. Distribution from IRA

    By Guest cjsanders, August 16, 2001
    • 1 reply
    • 1.7k views
    • 
    • Michael Devault
    • August 16, 2001

41. Loan: buying out interest in principal residence?

    By Guest RWC, August 16, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 16, 2001

42. Loans and seasonal workers

    By John A, August 15, 2001
    • 0 replies
    • 2k views
    • 
    • John A
    • August 15, 2001

43. Partnership as Beneficiary

    By bzorc, August 15, 2001
    • 2 replies
    • 2.4k views
    • 
    • bzorc
    • August 15, 2001

44. Correcting an incorrect 1099-R?

    By John A, August 14, 2001
    • 1 reply
    • 8.7k views
    • 
    • Theresa Lynn
    • August 15, 2001

45. Negative Earnings Affect Hardship Withdrawal Limit?

    By Guest FREE401k, July 18, 2001
    • 15 replies
    • 4.4k views
    • 
    • Guest
    • August 14, 2001

46. Loan Term Limit

    By Guest mczet, August 13, 2001
    • 3 replies
    • 1.9k views
    • 
    • R. Butler
    • August 14, 2001

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

    By Guest dani_o, August 13, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 13, 2001

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

    By John A, August 10, 2001
    • 3 replies
    • 2.2k views
    • 
    • Belgarath
    • August 10, 2001

49. Delay in Cashing Distribution Check

    By DP, August 8, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 8, 2001

50. Procedure for death benefit payment to Mexican citizen.

    By David MacLennan, August 8, 2001
    • 1 reply
    • 3.3k views
    • 
    • Guest
    • August 8, 2001