Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Estate Tax

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

2. Safe Harbor Hardship Provision

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

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

   By Guest nroth, July 5, 2001
   • 3 replies
   • 1.5k views
   • 
   • MoJo
   • July 5, 2001

4. distributions of life insurance

   By Fred Payne, July 2, 2001
   • 9 replies
   • 1.8k views
   • 
   • Guest
   • July 10, 2001

5. "Reasonable time" requirement for principal residence loan

   By Medusa, July 2, 2001
   • 3 replies
   • 2.9k views
   • 
   • Earl
   • July 9, 2001

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

   By Guest amfam2, July 2, 2001
   • 3 replies
   • 1.4k views
   • 
   • MGB
   • July 6, 2001

7. S-Corp shareholder took a loan

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

8. Spousal Consents

   By Guest Steve C., June 28, 2001
   • 5 replies
   • 2.1k views
   • 
   • QDROphile
   • July 7, 2001

9. beneficiary "rights" after new RMD regs

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

10. credit report and 401k loan

    By Guest nebmedman, June 22, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 23, 2001

11. Payout prior to distribution date

    By eilano, June 22, 2001
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • June 22, 2001

12. Distribution to Beneficiary of Missing participant

    By Guest SBlack, June 22, 2001
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • June 22, 2001

13. Are New Distribution Forms Required For A Supplemental Distribution?

    By Guest Powers, June 22, 2001
    • 3 replies
    • 1.6k views
    • 
    • Appleby
    • June 22, 2001

14. Required Minimum Distribution Where Account Now Worthless

    By Guest Alley, June 22, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 25, 2001

15. Hardship w/d

    By Guest colebe, June 21, 2001
    • 2 replies
    • 1.7k views
    • 
    • Appleby
    • June 22, 2001

16. In service withdrawals from a money purchase pension plan

    By Guest Gibson, June 21, 2001
    • 4 replies
    • 5.5k views
    • 
    • KJohnson
    • June 23, 2001

17. Death Benefit - No Designated Beneficiary

    By Guest wolfman, June 20, 2001
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • June 21, 2001

18. Rollover from 401(k) plan to thrift plan.

    By R. Butler, June 18, 2001
    • 0 replies
    • 1.4k views
    • 
    • R. Butler
    • June 18, 2001

19. Loan defaulted due to a company administration error

    By Guest coleman24, June 15, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 15, 2001

20. Payment of Death Benefits to Spouse

    By Guest Sara H, June 14, 2001
    • 1 reply
    • 1.4k views
    • 
    • Everett Moreland
    • June 14, 2001

21. Participant Loan or Prohibited Transaction?

    By John A, June 13, 2001
    • 5 replies
    • 2.1k views
    • 
    • Bob R
    • June 19, 2001

22. Rollover of Employer Securities

    By Guest Gibson, June 12, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 14, 2001

23. Failure to file Form 945

    By Disco Stu, June 12, 2001
    • 1 reply
    • 2.2k views
    • 
    • Medusa
    • June 12, 2001

24. 415 suspense accounts and terminated participants

    By Guest michaelv, June 12, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • June 12, 2001

25. Required Minimum Distribution Account Balance (Non-calendar Year Plans

    By Guest wolfman, June 8, 2001
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • June 11, 2001

26. Terminated EE over 55

    By Guest Tracy H, June 6, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 6, 2001

27. Correcting Ancient 1099R ??

    By Guest halka, June 5, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 5, 2001

28. Plan Loan Minimum vs. Market Fluctuation

    By John A, June 4, 2001
    • 1 reply
    • 1.5k views
    • 
    • bzorc
    • June 5, 2001

29. Plan loans and payroll deductions

    By R. Butler, June 4, 2001
    • 18 replies
    • 6.6k views
    • 
    • MoJo
    • June 20, 2001

30. Rollover Eligible for Hardship Withdrawal?

    By Guest ELS, June 1, 2001
    • 4 replies
    • 2.1k views
    • 
    • R. Butler
    • June 5, 2001

31. Union to Salaried Employee-Distributable Event?

    By Guest Thornton, May 31, 2001
    • 2 replies
    • 1.8k views
    • 
    • KJohnson
    • May 31, 2001

32. 20% withholding on a rollover

    By Guest pthomann, May 30, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • May 30, 2001

33. Can a safe harbor 401(k) plan allow participants to take loans from th

    By John A, May 25, 2001
    • 2 replies
    • 8.5k views
    • 
    • Guest
    • April 25, 2002

34. Loan to Sub-S owner: Prohibited transaction or disqualification?

    By Guest LMalone, May 24, 2001
    • 1 reply
    • 1.6k views
    • 
    • Bob R
    • May 25, 2001

35. Terminated participant receives lump sum payout and now wants to retur

    By Guest michaelv, May 24, 2001
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • June 4, 2001

36. Calculating maximum loan limit in a multi-plan, multi-loan environment

    By Guest Tim Cahoon, May 23, 2001
    • 3 replies
    • 4.8k views
    • 
    • Guest
    • October 11, 2002

37. Spouse in jail will not waive his right as beneficiary

    By Guest John Sample, May 21, 2001
    • 3 replies
    • 1.9k views
    • 
    • Alonzo
    • May 22, 2001

38. Does a waiver of benefits in a property settlement agreement constitut

    By Guest Pat Parks, May 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • Bob R
    • May 21, 2001

39. Can participant direct that her lump sum distribution be payable to a

    By R. Butler, May 17, 2001
    • 3 replies
    • 1.4k views
    • 
    • R. Butler
    • May 18, 2001

40. 2 or more penalty free exceptions from same IRA?

    By Guest Sherry Gordon, May 17, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 17, 2001

41. What are the options for a non-spouse beneficiary when a plan terminat

    By Guest Jimmy B, May 16, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 16, 2001

42. Payee of the required minimum distribution in the year of the death of

    By Guest SCUDDESLER, May 14, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 14, 2001

43. What does Reg. §401(a)-11 really mean?

    By Guest pension222, May 14, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 14, 2001

44. Distribution??? of annuity from qualifed??? plan

    By chris, May 11, 2001
    • 0 replies
    • 1.4k views
    • 
    • chris
    • May 11, 2001

45. Participant Loans as "Pooled Investment"

    By Guest wolfman, May 11, 2001
    • 3 replies
    • 2.3k views
    • 
    • M R Bernardin
    • May 17, 2001

46. Can a plan's maximum loan limit be less than 50% of the vested account

    By Guest Suanne, May 11, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 11, 2001

47. Direct Rollover Gone Stale: Taxable Distribution?

    By Guest 1950, May 8, 2001
    • 13 replies
    • 3.1k views
    • 
    • Guest
    • May 9, 2001

48. Can a plan allow a participant to designate different beneficiaries fo

    By John A, May 8, 2001
    • 3 replies
    • 1.4k views
    • 
    • Everett Moreland
    • May 8, 2001

49. Handling Volumes of Phone Calls and Paper

    By Guest FREE401k, May 7, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 7, 2001

50. Does amount of distribution affect how you handle a missing participan

    By John A, May 2, 2001
    • 8 replies
    • 2.2k views
    • 
    • david rigby
    • May 4, 2001