Distributions and Loans, Other than QDROs

4,201 topics in this forum

1. Recordkeeping Responsibility

   By Guest jam, August 1, 2001
   • 3 replies
   • 1.8k views
   • 
   • stephen
   • August 2, 2001

2. RMD in year of death- From Ron Merolli

   By Guest Paul Vickers, August 1, 2001
   • 2 replies
   • 1.9k views
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   • Mary Kay Foss
   • August 2, 2001

3. Inability to Make Top Heavy Minimum

   By Guest SCUDDESLER, July 31, 2001
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • August 1, 2001

4. Accruing Interest on Late Loan Payments

   By Guest Dave Danziger, July 31, 2001
   • 0 replies
   • 1.8k views
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   • Guest
   • July 31, 2001

5. Ten Year Forward Averaging

   By chris, July 30, 2001
   • 0 replies
   • 2k views
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   • chris
   • July 30, 2001

6. Spousal Consent/loans

   By Guest lc, July 24, 2001
   • 1 reply
   • 1.7k views
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   • Appleby
   • July 26, 2001

7. EGTRRA affect on forward averaging

   By Guest Ralph, July 23, 2001
   • 0 replies
   • 1.5k views
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   • Guest
   • July 23, 2001

8. Excise Tax Penalty End Run?

   By Fred Payne, July 18, 2001
   • 5 replies
   • 2.1k views
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   • Belgarath
   • July 19, 2001

9. New Required Min. Dist. Regs.

   By mming, July 18, 2001
   • 1 reply
   • 1.6k views
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   • Tom Poje
   • July 19, 2001

10. Estate Tax

    By dmb, July 9, 2001
    • 5 replies
    • 1.9k views
    • 
    • Fred Payne
    • July 18, 2001

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

    By John A, July 12, 2001
    • 0 replies
    • 1.5k views
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    • John A
    • July 12, 2001

12. distributions of life insurance

    By Fred Payne, July 2, 2001
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • July 10, 2001

13. "Reasonable time" requirement for principal residence loan

    By Medusa, July 2, 2001
    • 3 replies
    • 3.2k views
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    • Earl
    • July 9, 2001

14. Spousal Consents

    By Guest Steve C., June 28, 2001
    • 5 replies
    • 2.3k views
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    • QDROphile
    • July 7, 2001

15. Safe Harbor Hardship Provision

    By Guest wolfman, July 6, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • July 6, 2001

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

    By Guest amfam2, July 2, 2001
    • 3 replies
    • 1.7k views
    • 
    • MGB
    • July 6, 2001

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

    By Guest nroth, July 5, 2001
    • 3 replies
    • 1.8k views
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    • MoJo
    • July 5, 2001

18. S-Corp shareholder took a loan

    By Guest Boilerburm, June 29, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 29, 2001

19. beneficiary "rights" after new RMD regs

    By Guest gregoryp, June 26, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 26, 2001

20. Required Minimum Distribution Where Account Now Worthless

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

21. In service withdrawals from a money purchase pension plan

    By Guest Gibson, June 21, 2001
    • 4 replies
    • 5.8k views
    • 
    • KJohnson
    • June 23, 2001

22. credit report and 401k loan

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

23. Hardship w/d

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

24. Distribution to Beneficiary of Missing participant

    By Guest SBlack, June 22, 2001
    • 2 replies
    • 1.9k views
    • 
    • Appleby
    • June 22, 2001

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

    By Guest Powers, June 22, 2001
    • 3 replies
    • 1.9k views
    • 
    • Appleby
    • June 22, 2001

26. Payout prior to distribution date

    By eilano, June 22, 2001
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • June 22, 2001

27. Death Benefit - No Designated Beneficiary

    By Guest wolfman, June 20, 2001
    • 5 replies
    • 2.2k views
    • 
    • david rigby
    • June 21, 2001

28. Plan loans and payroll deductions

    By R. Butler, June 4, 2001
    • 18 replies
    • 7.9k views
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    • MoJo
    • June 20, 2001

29. Participant Loan or Prohibited Transaction?

    By John A, June 13, 2001
    • 5 replies
    • 2.4k views
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    • Bob R
    • June 19, 2001

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

    By R. Butler, June 18, 2001
    • 0 replies
    • 1.6k views
    • 
    • R. Butler
    • June 18, 2001

31. Loan defaulted due to a company administration error

    By Guest coleman24, June 15, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 15, 2001

32. Payment of Death Benefits to Spouse

    By Guest Sara H, June 14, 2001
    • 1 reply
    • 1.5k views
    • 
    • Everett Moreland
    • June 14, 2001

33. Rollover of Employer Securities

    By Guest Gibson, June 12, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • June 14, 2001

34. Failure to file Form 945

    By Disco Stu, June 12, 2001
    • 1 reply
    • 2.4k views
    • 
    • Medusa
    • June 12, 2001

35. 415 suspense accounts and terminated participants

    By Guest michaelv, June 12, 2001
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • June 12, 2001

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

    By Guest wolfman, June 8, 2001
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • June 11, 2001

37. Terminated EE over 55

    By Guest Tracy H, June 6, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 6, 2001

38. Plan Loan Minimum vs. Market Fluctuation

    By John A, June 4, 2001
    • 1 reply
    • 1.6k views
    • 
    • bzorc
    • June 5, 2001

39. Correcting Ancient 1099R ??

    By Guest halka, June 5, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 5, 2001

40. Rollover Eligible for Hardship Withdrawal?

    By Guest ELS, June 1, 2001
    • 4 replies
    • 2.3k views
    • 
    • R. Butler
    • June 5, 2001

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

    By Guest michaelv, May 24, 2001
    • 6 replies
    • 2k views
    • 
    • Guest
    • June 4, 2001

42. Union to Salaried Employee-Distributable Event?

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

43. 20% withholding on a rollover

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

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

    By Guest LMalone, May 24, 2001
    • 1 reply
    • 1.8k views
    • 
    • Bob R
    • May 25, 2001

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

    By Guest John Sample, May 21, 2001
    • 3 replies
    • 2.3k views
    • 
    • Alonzo
    • May 22, 2001

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

    By Guest Pat Parks, May 18, 2001
    • 1 reply
    • 1.6k views
    • 
    • Bob R
    • May 21, 2001

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

    By R. Butler, May 17, 2001
    • 3 replies
    • 1.8k views
    • 
    • R. Butler
    • May 18, 2001

48. 2 or more penalty free exceptions from same IRA?

    By Guest Sherry Gordon, May 17, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 17, 2001

49. Participant Loans as "Pooled Investment"

    By Guest wolfman, May 11, 2001
    • 3 replies
    • 2.6k views
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    • M R Bernardin
    • May 17, 2001

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

    By Guest Jimmy B, May 16, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 16, 2001