Distributions and Loans, Other than QDROs

4,166 topics in this forum

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

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

2. Terminated EE over 55

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

3. Plan Loan Minimum vs. Market Fluctuation

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

4. Correcting Ancient 1099R ??

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

5. Rollover Eligible for Hardship Withdrawal?

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

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

   By Guest michaelv, May 24, 2001
   • 6 replies
   • 1.7k views
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   • Guest
   • June 4, 2001

7. Union to Salaried Employee-Distributable Event?

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

8. 20% withholding on a rollover

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

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

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

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

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

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

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

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

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

13. 2 or more penalty free exceptions from same IRA?

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

14. Participant Loans as "Pooled Investment"

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

15. 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
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    • Guest
    • May 16, 2001

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

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

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

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

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

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

19. 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

20. Direct Rollover Gone Stale: Taxable Distribution?

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

21. Repayment of loans in default

    By Felicia, May 2, 2001
    • 3 replies
    • 1.9k views
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    • QDROphile
    • May 9, 2001

22. What date is used for start of maximum 5-year repayment period for a p

    By John A, April 25, 2001
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 8, 2001

23. 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

24. Handling Volumes of Phone Calls and Paper

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

25. 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

26. Beneficiary for the non-QPSA portion of a benefit in a defined contrib

    By KJohnson, May 2, 2001
    • 0 replies
    • 1.6k views
    • 
    • KJohnson
    • May 2, 2001

27. Purchase of "land" - "Purchase of Primary Residence&quo

    By Guest CJK, April 18, 2001
    • 5 replies
    • 3.8k views
    • 
    • Guest
    • April 25, 2001

28. Interpleader and Withholding

    By Guest HCD, April 25, 2001
    • 0 replies
    • 1.5k views
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    • Guest
    • April 25, 2001

29. 1099R reporting - Deceased's SSN or Estate's EIN?

    By Guest JJR, April 25, 2001
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • April 25, 2001

30. What are the notice requirements for involuntary distributions?

    By Guest lawdawg, April 24, 2001
    • 0 replies
    • 1.6k views
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    • Guest
    • April 24, 2001

31. New RMD Proposed Reg Questions Related to spouse more than 10 years yo

    By John A, April 19, 2001
    • 0 replies
    • 1.4k views
    • 
    • John A
    • April 19, 2001

32. Emergency looking for help & direction. When is it good to ask fo

    By Guest Amjones1, April 18, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 18, 2001

33. Definition of "retired" for age 70 1/2 requirements

    By AndyT, April 17, 2001
    • 2 replies
    • 1.7k views
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    • david rigby
    • April 17, 2001

34. How does a prohibited transaction loan get corrected if the participan

    By John A, April 16, 2001
    • 1 reply
    • 1.6k views
    • 
    • Bill Berke
    • April 17, 2001

35. Disadvantages to rolling over a pre-retirement distribution?

    By chris, April 9, 2001
    • 8 replies
    • 2k views
    • 
    • Bill Berke
    • April 10, 2001

36. Anyone drafting privacy policies for plans providing loans?

    By Guest hank, April 2, 2001
    • 2 replies
    • 1.5k views
    • 
    • RCK
    • April 10, 2001

37. Deemed loan in MP, does it affect PS loan maximum?

    By Guest EBC, April 5, 2001
    • 2 replies
    • 1.4k views
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    • Guest
    • April 5, 2001

38. Plan loan term in excess of 5 years to pay for construction of primary

    By Guest Fred Benefits, February 9, 2001
    • 3 replies
    • 1.7k views
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    • Wessex
    • April 5, 2001

39. Can amount of a specific installment distribution be changed at for a

    By Guest michaelv, April 3, 2001
    • 5 replies
    • 1.7k views
    • 
    • RCK
    • April 3, 2001

40. Is there a limit on the number of loans which a participant can have?

    By R. Butler, January 8, 2001
    • 11 replies
    • 2.4k views
    • 
    • R. Butler
    • April 2, 2001

41. Participant loan offset not allowed because the balance is over $5,000

    By Guest mo again, July 20, 2000
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • April 2, 2001

42. Recovery of portion of distribution?

    By chris, March 30, 2001
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • March 30, 2001

43. Options for spousal beneficiary after minimum distributions have begun

    By Richard Anderson, March 28, 2001
    • 0 replies
    • 1.3k views
    • 
    • Richard Anderson
    • March 28, 2001

44. Can anyone provide me with a working web site link to information on m

    By wmyer, November 17, 2000
    • 2 replies
    • 1.9k views
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    • John A
    • March 28, 2001

45. Timing of Forfeitures

    By Guest ELS, March 27, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 27, 2001

46. New RMD Rules

    By Guest Jhagan, March 22, 2001
    • 1 reply
    • 1.5k views
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    • pmacduff
    • March 22, 2001

47. Rollover of loan offset amount within 60 days

    By Guest LMalone, March 15, 2001
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • March 22, 2001

48. Corrective distribution = revocation of 5 year annuity election?

    By Guest JPCMPLS, March 22, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 22, 2001

49. Do you check total of all outstanding loan balances when checking spou

    By John A, March 19, 2001
    • 2 replies
    • 1.5k views
    • 
    • John A
    • March 19, 2001

50. Loans given based on deferral money only

    By Guest John Sample, March 15, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 15, 2001