Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. 1099-R reporting and withholding on reissued distribution checks

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

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

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

3. Restricted Employee Mysteries

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

4. 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
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   • Guest
   • March 9, 2001

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

   By Guest Mr. X, February 13, 2001
   • 1 reply
   • 1.4k views
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   • wmyer
   • February 13, 2001

6. 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

7. new minimum distribution rules- separate accounts

   By card, February 10, 2001
   • 0 replies
   • 1.4k views
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   • card
   • February 10, 2001

8. Interim Valuation Procedure

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

9. 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
   • 
   • Wessex
   • April 5, 2001

10. Loan origination fees and 1099-R reporting

    By Guest Genny Klocek, February 8, 2001
    • 1 reply
    • 3.5k views
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    • Alan Simpson
    • February 8, 2001

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

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

12. Limits on 401k loans?

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

13. Retroactive Annuity Starting Date

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

14. minimum distributions for parents of 5% owners

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

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

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

16. Subtantially equal payments impossible.

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

17. Loans extended past 60 months - general loans

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

18. Subtantially equal periodic payments - payments in first year

    By Guest Gary Rouse, January 31, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 31, 2001

19. 1099R issue re: insurance premiums in Defined Benefit Plan

    By Guest ANNEBV, January 26, 2001
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • January 26, 2001

20. Paid too much to a participant plus didn't withhold for taxes - what t

    By Guest MEGary, January 26, 2001
    • 1 reply
    • 1.4k views
    • 
    • RCK
    • January 26, 2001

21. Form for Late 1099 Withholding

    By Guest, January 24, 2001
    • 8 replies
    • 1.8k views
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    • Guest
    • January 25, 2001

22. plan loan statistics

    By Guest kfel, January 23, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 23, 2001

23. can a trustee cite the distribution policy of a plan in the document a

    By MJ Hartman, January 19, 2001
    • 0 replies
    • 1.3k views
    • 
    • MJ Hartman
    • January 19, 2001

24. 1099R Reporting for Incorrect Distribution

    By Jean, January 19, 2001
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • January 22, 2001

25. 457k withdrawal

    By Guest km8303, January 15, 2001
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • January 16, 2001

26. new proposed minimum distributions

    By Guest, January 15, 2001
    • 12 replies
    • 2.4k views
    • 
    • card
    • January 19, 2001

27. Exception to early w/d penalty

    By Disco Stu, January 12, 2001
    • 8 replies
    • 7k views
    • 
    • Ellie Lowder
    • July 18, 2020

28. loan repayments--amount financed

    By Felicia, January 11, 2001
    • 5 replies
    • 1.6k views
    • 
    • QDROphile
    • January 11, 2001

29. Alternate payee ( from QDRO) age or original participant age used for

    By John A, January 9, 2001
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • January 10, 2001

30. Profit Sharing Plans - Forfeiture of Small Balances

    By Guest Peter Riggins, January 9, 2001
    • 2 replies
    • 2k views
    • 
    • RCK
    • January 10, 2001

31. What does the IRs require for waiver of the excise tax on Form 5329 fo

    By Guest John Grahovac, January 9, 2001
    • 5 replies
    • 6.2k views
    • 
    • smm
    • January 18, 2001

32. 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

33. Return of loan payments made in error

    By Guest sacobb, January 8, 2001
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • January 12, 2001

34. Required Minimum Distribution (SBJPA transition) issue.

    By Guest tgk, January 4, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • January 4, 2001

35. Distribution to Terminated Participant Whose Account Balance is Direct

    By chris, January 4, 2001
    • 1 reply
    • 1.6k views
    • 
    • Erik Read
    • January 4, 2001

36. Puzzled over 401(k) Beneficiary Rights

    By Guest cole stevenson, January 4, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 4, 2001

37. Withholding Taxes On Low-Income Retiree

    By Guest SBlack, January 4, 2001
    • 6 replies
    • 1.5k views
    • 
    • KIP KRAUS
    • January 5, 2001

38. Loan coupons at termination

    By Guest kfel, January 4, 2001
    • 1 reply
    • 1.5k views
    • 
    • bzorc
    • January 4, 2001

39. failure to deduct loan payments from pay

    By Guest Jeanne Kantzler, January 3, 2001
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • January 5, 2001

40. 10 Year Averaging to an active participant?

    By Guest Bob Lees, January 3, 2001
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • January 20, 2001

41. What amount is eligible for rollover from in-service withdrawals that

    By John A, January 3, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 4, 2001

42. Form 1099-R Reporting for Loans

    By Guest Joseph Corona, December 29, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 29, 2000

43. Small minimum distribution amount

    By Guest, December 28, 2000
    • 1 reply
    • 1.9k views
    • 
    • John A
    • December 28, 2000

44. May a foreign national and designated beneficary without a USA social

    By Guest Cliff Langwith, December 27, 2000
    • 10 replies
    • 8.2k views
    • 
    • Appleby
    • April 9, 2004

45. Can I calculate a RMD for a participant in a DC plan using the single

    By Guest, December 26, 2000
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • December 26, 2000

46. QJSA waiting period for paperless distributions

    By Guest kfel, December 22, 2000
    • 1 reply
    • 4k views
    • 
    • FundeK
    • December 3, 2003

47. Outstanding policy loan taxable at surrender

    By Guest cjorgenson, December 15, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 15, 2000

48. What happens to loan notes when a plan loan program terminates and all

    By Guest EMC, December 14, 2000
    • 3 replies
    • 1.5k views
    • 
    • rcline46
    • December 15, 2000

49. 10 Averaging with RMD requirements

    By Guest srichard, December 13, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 13, 2000

50. Are check fees for a distribution permissable?

    By R. Butler, December 13, 2000
    • 0 replies
    • 1.3k views
    • 
    • R. Butler
    • December 13, 2000