Distributions and Loans, Other than QDROs

4,180 topics in this forum

1. information on handling of loans

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

2. QDRO: Distributions before QDRO determination

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

3. loan amortization (with or without surrender charges)

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

4. paperless loans

   By k man, September 4, 2001
   • 0 replies
   • 1.5k views
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   • k man
   • September 4, 2001

5. distribution used wrong val date

   By Guest hershey, August 29, 2001
   • 5 replies
   • 1.7k views
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   • RCK
   • August 31, 2001

6. Automatic Rollovers with EGTRRA

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

7. QJSA Requirements

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

8. Distributions prior to timing defined in aa

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

9. RMD from Keogh Plan

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

10. DB rollover

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

11. Loans and Bankruptcy

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

12. Plan Sponsor want to reallocate money from lost participants

    By Guest JimJ, August 21, 2001
    • 9 replies
    • 2.5k views
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    • Belgarath
    • August 22, 2001

13. distribution timing

    By Guest asianson, August 17, 2001
    • 2 replies
    • 1.7k views
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    • Guest
    • August 20, 2001

14. Loan from Seg. Acct.?

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

15. alternative health plans in governmental agency

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

16. Distribution from IRA

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

17. Loan: buying out interest in principal residence?

    By Guest RWC, August 16, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 16, 2001

18. Loans and seasonal workers

    By John A, August 15, 2001
    • 0 replies
    • 1.8k views
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    • John A
    • August 15, 2001

19. Partnership as Beneficiary

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

20. Correcting an incorrect 1099-R?

    By John A, August 14, 2001
    • 1 reply
    • 8.3k views
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    • Theresa Lynn
    • August 15, 2001

21. Negative Earnings Affect Hardship Withdrawal Limit?

    By Guest FREE401k, July 18, 2001
    • 15 replies
    • 4k views
    • 
    • Guest
    • August 14, 2001

22. Loan Term Limit

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

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

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

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

    By John A, August 10, 2001
    • 3 replies
    • 1.9k views
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    • Belgarath
    • August 10, 2001

25. Delay in Cashing Distribution Check

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

26. Procedure for death benefit payment to Mexican citizen.

    By David MacLennan, August 8, 2001
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • August 8, 2001

27. Minimum Distributions

    By Guest RBlaine, August 7, 2001
    • 0 replies
    • 1.5k views
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    • Guest
    • August 7, 2001

28. MRDs as an annuity

    By dmb, August 7, 2001
    • 2 replies
    • 1.8k views
    • 
    • KJohnson
    • August 7, 2001

29. Rollovers to a SIMPLE 401(k)

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

30. Recordkeeping Responsibility

    By Guest jam, August 1, 2001
    • 3 replies
    • 1.7k views
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    • stephen
    • August 2, 2001

31. 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

32. Inability to Make Top Heavy Minimum

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

33. Accruing Interest on Late Loan Payments

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

34. Ten Year Forward Averaging

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

35. Spousal Consent/loans

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

36. EGTRRA affect on forward averaging

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

37. Excise Tax Penalty End Run?

    By Fred Payne, July 18, 2001
    • 5 replies
    • 1.8k views
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    • Belgarath
    • July 19, 2001

38. New Required Min. Dist. Regs.

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

39. Estate Tax

    By dmb, July 9, 2001
    • 5 replies
    • 1.6k views
    • 
    • Fred Payne
    • July 18, 2001

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

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

41. distributions of life insurance

    By Fred Payne, July 2, 2001
    • 9 replies
    • 1.9k views
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    • Guest
    • July 10, 2001

42. "Reasonable time" requirement for principal residence loan

    By Medusa, July 2, 2001
    • 3 replies
    • 3k views
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    • Earl
    • July 9, 2001

43. Spousal Consents

    By Guest Steve C., June 28, 2001
    • 5 replies
    • 2.2k views
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    • QDROphile
    • July 7, 2001

44. Safe Harbor Hardship Provision

    By Guest wolfman, July 6, 2001
    • 0 replies
    • 1.7k views
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    • Guest
    • July 6, 2001

45. Ever hear of "pension maximization"? Can one do this?

    By Guest amfam2, July 2, 2001
    • 3 replies
    • 1.5k views
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    • MGB
    • July 6, 2001

46. Employee 401k Funds Ques. - Company "Going Under"

    By Guest nroth, July 5, 2001
    • 3 replies
    • 1.6k views
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    • MoJo
    • July 5, 2001

47. S-Corp shareholder took a loan

    By Guest Boilerburm, June 29, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • June 29, 2001

48. beneficiary "rights" after new RMD regs

    By Guest gregoryp, June 26, 2001
    • 0 replies
    • 1.2k views
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    • Guest
    • June 26, 2001

49. Required Minimum Distribution Where Account Now Worthless

    By Guest Alley, June 22, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • June 25, 2001

50. In service withdrawals from a money purchase pension plan

    By Guest Gibson, June 21, 2001
    • 4 replies
    • 5.6k views
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    • KJohnson
    • June 23, 2001