Distributions and Loans, Other than QDROs

4,201 topics in this forum

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

   By Guest SCUDDESLER, May 14, 2001
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   • Guest
   • May 14, 2001

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

   By Guest pension222, May 14, 2001
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   • Guest
   • May 14, 2001

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

   By chris, May 11, 2001
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   • chris
   • May 11, 2001

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

   By Guest Suanne, May 11, 2001
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   • 1.7k views
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   • Guest
   • May 11, 2001

5. Direct Rollover Gone Stale: Taxable Distribution?

   By Guest 1950, May 8, 2001
   • 13 replies
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   • Guest
   • May 9, 2001

6. Repayment of loans in default

   By Felicia, May 2, 2001
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   • 2.2k views
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   • QDROphile
   • May 9, 2001

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

   By John A, April 25, 2001
   • 3 replies
   • 1.7k views
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   • Guest
   • May 8, 2001

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

   By John A, May 8, 2001
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   • Everett Moreland
   • May 8, 2001

9. Handling Volumes of Phone Calls and Paper

   By Guest FREE401k, May 7, 2001
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   • Guest
   • May 7, 2001

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

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

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

    By KJohnson, May 2, 2001
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    • KJohnson
    • May 2, 2001

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

    By Guest CJK, April 18, 2001
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    • Guest
    • April 25, 2001

13. Interpleader and Withholding

    By Guest HCD, April 25, 2001
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    • Guest
    • April 25, 2001

14. 1099R reporting - Deceased's SSN or Estate's EIN?

    By Guest JJR, April 25, 2001
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    • Guest
    • April 25, 2001

15. What are the notice requirements for involuntary distributions?

    By Guest lawdawg, April 24, 2001
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    • Guest
    • April 24, 2001

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

    By John A, April 19, 2001
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    • John A
    • April 19, 2001

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

    By Guest Amjones1, April 18, 2001
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    • Guest
    • April 18, 2001

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

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

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

    By John A, April 16, 2001
    • 1 reply
    • 1.8k views
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    • Bill Berke
    • April 17, 2001

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

    By chris, April 9, 2001
    • 8 replies
    • 2.4k views
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    • Bill Berke
    • April 10, 2001

21. Anyone drafting privacy policies for plans providing loans?

    By Guest hank, April 2, 2001
    • 2 replies
    • 1.6k views
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    • RCK
    • April 10, 2001

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

    By Guest EBC, April 5, 2001
    • 2 replies
    • 1.6k views
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    • Guest
    • April 5, 2001

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

    By Guest Fred Benefits, February 9, 2001
    • 3 replies
    • 2k views
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    • Wessex
    • April 5, 2001

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

    By Guest michaelv, April 3, 2001
    • 5 replies
    • 2k views
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    • RCK
    • April 3, 2001

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

    By R. Butler, January 8, 2001
    • 11 replies
    • 2.7k views
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    • R. Butler
    • April 2, 2001

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

    By Guest mo again, July 20, 2000
    • 6 replies
    • 2.3k views
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    • Guest
    • April 2, 2001

27. Recovery of portion of distribution?

    By chris, March 30, 2001
    • 1 reply
    • 1.7k views
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    • Alf
    • March 30, 2001

28. Options for spousal beneficiary after minimum distributions have begun

    By Richard Anderson, March 28, 2001
    • 0 replies
    • 1.6k views
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    • Richard Anderson
    • March 28, 2001

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

    By wmyer, November 17, 2000
    • 2 replies
    • 2.1k views
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    • John A
    • March 28, 2001

30. Timing of Forfeitures

    By Guest ELS, March 27, 2001
    • 0 replies
    • 1.6k views
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    • Guest
    • March 27, 2001

31. New RMD Rules

    By Guest Jhagan, March 22, 2001
    • 1 reply
    • 1.9k views
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    • pmacduff
    • March 22, 2001

32. Rollover of loan offset amount within 60 days

    By Guest LMalone, March 15, 2001
    • 1 reply
    • 2.2k views
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    • Guest
    • March 22, 2001

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

    By Guest JPCMPLS, March 22, 2001
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    • Guest
    • March 22, 2001

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

    By John A, March 19, 2001
    • 2 replies
    • 1.7k views
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    • John A
    • March 19, 2001

35. Loans given based on deferral money only

    By Guest John Sample, March 15, 2001
    • 1 reply
    • 1.8k views
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    • Guest
    • March 15, 2001

36. Interest owed on late DB lump sum payment?

    By Guest Steve C., March 14, 2001
    • 2 replies
    • 2.9k views
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    • MGB
    • March 15, 2001

37. Taxation of employee contributions distributed from DB plan

    By Guest JSK, March 14, 2001
    • 0 replies
    • 1.5k views
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    • Guest
    • March 14, 2001

38. Okay for a plan loan to be made to a terminated HCE when plan provides

    By John A, March 13, 2001
    • 1 reply
    • 1.6k views
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    • MWeddell
    • March 14, 2001

39. Proposed MRD rules disclaimer.

    By Guest, March 12, 2001
    • 1 reply
    • 1.9k views
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    • smm
    • March 13, 2001

40. Direct Rollover of Loans

    By Guest smithee, March 13, 2001
    • 2 replies
    • 2.1k views
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    • Guest
    • March 13, 2001

41. Participant can calculate Required Minimum Distribution under new rule

    By John A, March 12, 2001
    • 3 replies
    • 2k views
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    • John A
    • March 13, 2001

42. Notice to Participants of Interim Valuation

    By chris, March 12, 2001
    • 0 replies
    • 1.5k views
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    • chris
    • March 12, 2001

43. Treatment of outstanding plan loans when Employer shuts down.

    By Guest LMalone, March 9, 2001
    • 1 reply
    • 1.7k views
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    • QDROphile
    • March 10, 2001

44. Can employer loan money to participant to pay off plan loan?

    By John A, March 6, 2001
    • 2 replies
    • 1.8k views
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    • Erik Read
    • March 9, 2001

45. Is the notice to remove J&S language a separate notice or can be

    By Guest Paul Jalazo, February 13, 2001
    • 1 reply
    • 1.9k views
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    • Guest
    • March 9, 2001

46. Can minimum required distributions due from both a qualified plan and

    By Guest michaelv, March 9, 2001
    • 2 replies
    • 1.6k views
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    • Guest
    • March 9, 2001

47. State taxation of distributions

    By bzorc, March 9, 2001
    • 2 replies
    • 2k views
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    • Michael Devault
    • March 9, 2001

48. Hardship Withdrawls: Are they Federally Regulated?

    By Guest rjpower, March 8, 2001
    • 1 reply
    • 2.7k views
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    • MWeddell
    • March 9, 2001

49. Which boxes to check on Form 1099-R when IRA accountholder closes acco

    By jlf, February 26, 2001
    • 13 replies
    • 3k views
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    • JohnCheek
    • March 8, 2001

50. Deposit of IRS withholding

    By Guest dlm, September 21, 1999
    • 4 replies
    • 2.1k views
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    • Lynn Campbell
    • March 8, 2001