Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Timing of Forfeitures

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

2. New RMD Rules

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

3. Rollover of loan offset amount within 60 days

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

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

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

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

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

6. 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

7. Interest owed on late DB lump sum payment?

   By Guest Steve C., March 14, 2001
   • 2 replies
   • 2.4k views
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   • MGB
   • March 15, 2001

8. Taxation of employee contributions distributed from DB plan

   By Guest JSK, March 14, 2001
   • 0 replies
   • 1.4k views
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   • Guest
   • March 14, 2001

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

   By John A, March 13, 2001
   • 1 reply
   • 1.5k views
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   • MWeddell
   • March 14, 2001

10. Proposed MRD rules disclaimer.

    By Guest, March 12, 2001
    • 1 reply
    • 1.7k views
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    • smm
    • March 13, 2001

11. Direct Rollover of Loans

    By Guest smithee, March 13, 2001
    • 2 replies
    • 1.9k views
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    • Guest
    • March 13, 2001

12. Participant can calculate Required Minimum Distribution under new rule

    By John A, March 12, 2001
    • 3 replies
    • 1.8k views
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    • John A
    • March 13, 2001

13. Notice to Participants of Interim Valuation

    By chris, March 12, 2001
    • 0 replies
    • 1.4k views
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    • chris
    • March 12, 2001

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

    By Guest LMalone, March 9, 2001
    • 1 reply
    • 1.6k views
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    • QDROphile
    • March 10, 2001

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

    By John A, March 6, 2001
    • 2 replies
    • 1.5k views
    • 
    • Erik Read
    • March 9, 2001

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

    By Guest Paul Jalazo, February 13, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 9, 2001

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

    By Guest michaelv, March 9, 2001
    • 2 replies
    • 1.5k views
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    • Guest
    • March 9, 2001

18. State taxation of distributions

    By bzorc, March 9, 2001
    • 2 replies
    • 1.7k views
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    • Michael Devault
    • March 9, 2001

19. Hardship Withdrawls: Are they Federally Regulated?

    By Guest rjpower, March 8, 2001
    • 1 reply
    • 2.5k views
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    • MWeddell
    • March 9, 2001

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

    By jlf, February 26, 2001
    • 13 replies
    • 2.7k views
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    • JohnCheek
    • March 8, 2001

21. Deposit of IRS withholding

    By Guest dlm, September 21, 1999
    • 4 replies
    • 1.8k views
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    • Lynn Campbell
    • March 8, 2001

22. 1099R & Form 5500 Schedule R

    By Guest shafter, March 2, 2001
    • 2 replies
    • 2.5k views
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    • RCK
    • March 7, 2001

23. Rolling money into foreign plan

    By dmb, March 6, 2001
    • 3 replies
    • 1.5k views
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    • david rigby
    • March 6, 2001

24. Combined DB plan distributions

    By Guest pjp, February 28, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 1, 2001

25. Additional Earning by Trust that Terminated and made "Final"

    By Guest, March 1, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • March 1, 2001

26. What ever happened to the 1997 Florida loan tax on qualified plans?

    By RCK, February 28, 2001
    • 0 replies
    • 1.3k views
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    • RCK
    • February 28, 2001

27. 1099-R for Prior Year?

    By Guest boberlander, February 27, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • February 28, 2001

28. Distribution of QDRO rollover

    By Richard Anderson, February 27, 2001
    • 2 replies
    • 2k views
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    • Richard Anderson
    • February 27, 2001

29. 1099-R reporting and withholding on reissued distribution checks

    By JDuns, February 20, 2001
    • 5 replies
    • 3.6k views
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    • Wessex
    • February 27, 2001

30. "Withdrawals on account of hardship" from employer contribut

    By Guest sodbuster, February 22, 2001
    • 23 replies
    • 8.5k views
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    • KJohnson
    • February 23, 2001

31. Rolling over monies from multiple employer 401(k) Plan in stock deal t

    By Guest smithee, February 22, 2001
    • 2 replies
    • 1.7k views
    • 
    • M R Bernardin
    • February 23, 2001

32. Money Purchase $$ to Defined Benefit Plan?

    By Christine Roberts, February 22, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 23, 2001

33. Is there a problem if the company receiving a rollover check well with

    By John A, February 21, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 23, 2001

34. Employer wants to "clean up" 350 defaulted participant loans

    By Guest CJK, February 21, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 21, 2001

35. Loan Offset Distributions and 402(f) notice requirements- please advis

    By Guest PALAWYER, February 20, 2001
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • February 20, 2001

36. Can participant loans be treated as plan investments where interest re

    By John A, February 20, 2001
    • 1 reply
    • 1.5k views
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    • Richard Anderson
    • February 20, 2001

37. hardship and in-service/notices?

    By EGB, October 18, 1999
    • 1 reply
    • 1.7k views
    • 
    • KJohnson
    • February 16, 2001

38. Restricted Employee Mysteries

    By Everett Moreland, February 16, 2001
    • 0 replies
    • 1.4k views
    • 
    • Everett Moreland
    • February 16, 2001

39. Reliance upon new minimum distribution rules for RBD of 4/1/2001?

    By Guest Mr. X, February 13, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • February 13, 2001

40. How do new required minimum distribution rules affect DB plans?

    By dmb, February 13, 2001
    • 0 replies
    • 1.4k views
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    • dmb
    • February 13, 2001

41. Interim Valuation Procedure

    By chris, February 9, 2001
    • 6 replies
    • 2.7k views
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    • chris
    • February 12, 2001

42. new minimum distribution rules- separate accounts

    By card, February 10, 2001
    • 0 replies
    • 1.5k views
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    • card
    • February 10, 2001

43. Loan origination fees and 1099-R reporting

    By Guest Genny Klocek, February 8, 2001
    • 1 reply
    • 3.6k views
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    • Alan Simpson
    • February 8, 2001

44. Participant Loans to Retirees (non party-in-interest)

    By Guest CJK, February 7, 2001
    • 0 replies
    • 2.5k views
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    • Guest
    • February 7, 2001

45. Limits on 401k loans?

    By Guest peeage, February 5, 2001
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • February 6, 2001

46. Retroactive Annuity Starting Date

    By Guest pension222, February 2, 2001
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • February 3, 2001

47. minimum distributions for parents of 5% owners

    By Guest landgcpas, February 1, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • February 1, 2001

48. Paying out after-tax monies when taxable vs. non-taxable amounts canno

    By Guest Aaron K., February 1, 2001
    • 1 reply
    • 1.4k views
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    • david rigby
    • February 1, 2001

49. Loans extended past 60 months - general loans

    By Guest Achilles, January 31, 2001
    • 7 replies
    • 1.8k views
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    • Guest
    • February 1, 2001

50. Subtantially equal payments impossible.

    By imchipbrown, January 31, 2001
    • 3 replies
    • 2k views
    • 
    • Michael Devault
    • February 1, 2001