Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Spousal consent for loans--balance question

   By BG5150, August 27, 2024
   • 5 replies
   • 865 views
   • 
   • C. B. Zeller
   • August 29, 2024

2. Spousal Consent for Participant Loan

   By Guest Jane Freeman, May 5, 2004
   • 1 reply
   • 1.5k views
   • 
   • david rigby
   • May 5, 2004

3. spousal consent for participant loan

   By Guest Jane Freeman, May 7, 2004
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • May 7, 2004

4. Spousal Consent in the Time of Social Distancing

   By EPCRSGuru, March 25, 2020
   • 7 replies
   • 1.8k views
   • 
   • RatherBeGolfing
   • May 20, 2020

5. spousal consent needed for hardship?

   By Santo Gold, June 12, 2006
   • 1 reply
   • 1.2k views
   • 
   • Santo Gold
   • June 12, 2006

6. Spousal consent needed for hardship?

   By Guest Happy Actuary, August 24, 2004
   • 1 reply
   • 1.9k views
   • 
   • Alf
   • August 24, 2004

7. spousal consent on a loan

   By thepensionmaven, September 5, 2006
   • 3 replies
   • 2.5k views
   • 
   • Belgarath
   • September 6, 2006

8. Spousal Consent Question

   By Guest Karen Miller, June 8, 2010
   • 4 replies
   • 1.9k views
   • 
   • Guest
   • June 9, 2010

9. Spousal Consent Rules

   By Guest welcomehome, June 24, 2004
   • 1 reply
   • 1.9k views
   • 
   • ccassetty
   • June 24, 2004

10. Spousal Consent-Hardship

    By BTH, May 15, 2008
    • 1 reply
    • 2.1k views
    • 
    • J Simmons
    • May 15, 2008

11. Spousal consent, cash-out limit, DC plan sources

    By John A, October 8, 1999
    • 7 replies
    • 1.9k views
    • 
    • Dave Baker
    • October 13, 1999

12. Spousal Consent/loans

    By Guest lc, July 24, 2001
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • July 26, 2001

13. Spousal Consents

    By Guest Steve C., June 28, 2001
    • 5 replies
    • 2.1k views
    • 
    • QDROphile
    • July 7, 2001

14. Spousal Consetn

    By Guest Mike Schwing, June 25, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 25, 2003

15. Spousal rollover from 403b to 401k

    By Guest Peggy806, February 28, 2011
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • March 5, 2011

16. Spousal rollover from QP to inherited IRA

    By card, April 6, 2007
    • 9 replies
    • 3.6k views
    • 
    • masteff
    • April 20, 2007

17. Spousal Rollover of death benefit into same plan

    By Craig Garner, December 1, 2014
    • 10 replies
    • 3.4k views
    • 
    • DP
    • May 19, 2016

18. Spousal Waiver

    By Guest lvegas, December 27, 2006
    • 1 reply
    • 1.5k views
    • 
    • JanetM
    • December 27, 2006

19. Spousal waiver of death benefit

    By Guest Ronald J. Harvey, September 12, 2011
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • September 12, 2011

20. Spousal waiver when there is a Marital Settlement Agreement

    By Bird, February 9, 2024
    • 10 replies
    • 22.5k views
    • 
    • Peter Gulia
    • February 13, 2024

21. Spouse as beneficiary--5 year rule

    By jkharvey, March 27, 2012
    • 5 replies
    • 2.6k views
    • 
    • QDROphile
    • March 27, 2012

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

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

23. Spouse MIA can she name a different beneficiary?

    By Guest EricWings, March 12, 2008
    • 3 replies
    • 1.3k views
    • 
    • GMK
    • March 13, 2008

24. Spouse of deceased participant wants to defer distribution to contingent beneficiary

    By eilano, August 25, 2004
    • 10 replies
    • 2.4k views
    • 
    • mbozek
    • September 13, 2004

25. Spouse portion of DC plan balance based on 50% J&S annuity purchase

    By Guest crosseyedtester, April 24, 2004
    • 11 replies
    • 2.2k views
    • 
    • david rigby
    • April 28, 2004

26. Spouse waive pension benefit

    By ombskid, August 27, 2008
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • August 27, 2008

27. Spouse wants to keep death benefits in plan-- distributable event? 1099R?

    By Guest Rissa, November 5, 2009
    • 5 replies
    • 1.6k views
    • 
    • RTK
    • November 6, 2009

28. SSA Notice- Benefit Due

    By 52626, September 3, 2020
    • 23 replies
    • 2k views
    • 
    • acm_acm
    • September 11, 2020

29. SSA Notification - deferred benefit

    By Karen McIver, November 15, 2023
    • 2 replies
    • 1k views
    • 
    • Lou S.
    • November 15, 2023

30. Stale checks

    By Guest Tbrown, August 6, 2012
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • August 10, 2012

31. Stale Distribution Check

    By TPA2015, September 8, 2017   

    • stale
    • check
    • 8 replies
    • 1.8k views
    • 
    • Luke Bailey
    • September 13, 2017

32. standard definition?

    By Guest mikeak, September 9, 2003
    • 3 replies
    • 3.5k views
    • 
    • MGB
    • September 9, 2003

33. Starting and Stopping Minimum Distributions in a qualified plan

    By Guest blaster, June 19, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 20, 2000

34. Starting and stopping RMDs

    By Guest Peter Riggins, July 26, 2002
    • 2 replies
    • 1.5k views
    • 
    • BPickerCPA
    • July 28, 2002

35. state income tax withholding

    By Guest Mike Kimball, April 16, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • April 24, 1999

36. State income tax withholding - CA

    By SMB, October 22, 2010
    • 1 reply
    • 838 views
    • 
    • david rigby
    • October 22, 2010

37. State Income Tax Withholding for Maryland on retirement plan distribut

    By Guest Kevin Plymyer, September 26, 2000
    • 6 replies
    • 3.4k views
    • 
    • Harwood
    • January 21, 2004

38. state of michigan pension rules

    By Guest golfergirl0428, January 26, 2007
    • 3 replies
    • 1.8k views
    • 
    • WDIK
    • January 26, 2007

39. State tax elected but not withheld

    By BG5150, March 22, 2021
    • 3 replies
    • 766 views
    • 
    • CuseFan
    • March 22, 2021

40. State Tax Updates

    By cmartinez, April 8
    • 1 reply
    • 1.3k views
    • 
    • blguest
    • May 4

41. State Tax Wihholding Requirments for Qualified and Nonqualified Retirement Plans

    By Guest cjk, October 7, 2004
    • 1 reply
    • 963 views
    • 
    • Appleby
    • October 7, 2004

42. State Tax withholding

    By Guest RBlaine, August 28, 2007
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • September 1, 2007

43. State Tax Withholding

    By Guest mikeak, January 28, 2002
    • 5 replies
    • 3.3k views
    • 
    • david rigby
    • April 26, 2005

44. State Tax withholding ?

    By Guest sjpilger, December 23, 2003
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • December 23, 2003

45. State Tax Withholding on Distributions

    By Guest HMoore, June 29, 2005
    • 7 replies
    • 3.1k views
    • 
    • mbozek
    • June 30, 2005

46. State taxation of distributions

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

47. State taxes

    By rcline46, September 29, 2004
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • September 29, 2004

48. State Withholding

    By Guest ADMINREX, February 16, 2006
    • 21 replies
    • 8.9k views
    • 
    • Guest
    • August 9, 2011

49. State withholding

    By SMB, May 17, 2006
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • June 7, 2006

50. State Withholding

    By dmwe, November 15, 2005
    • 3 replies
    • 1.9k views
    • 
    • dmwe
    • November 15, 2005