Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. 10 Year Averaging to an active participant?

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

2. 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

3. new proposed minimum distributions

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

4. 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

5. 457k withdrawal

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

6. Return of loan payments made in error

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

7. loan repayments--amount financed

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

8. Profit Sharing Plans - Forfeiture of Small Balances

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

9. 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

10. failure to deduct loan payments from pay

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

11. Withholding Taxes On Low-Income Retiree

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

12. Distribution to Terminated Participant Whose Account Balance is Direct

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

13. Required Minimum Distribution (SBJPA transition) issue.

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

14. Loan coupons at termination

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

15. Puzzled over 401(k) Beneficiary Rights

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

16. 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

17. Form 1099-R Reporting for Loans

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

18. Small minimum distribution amount

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

19. If a 50 year old individual has begun taking substantially equal payme

    By Guest blaster, November 10, 2000
    • 7 replies
    • 1.8k views
    • 
    • Mary Kay Foss
    • December 27, 2000

20. 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

21. Outstanding policy loan taxable at surrender

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

22. 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

23. Quarterly repayment question

    By Guest Katharine Jungkind, December 12, 2000
    • 4 replies
    • 1.6k views
    • 
    • bzorc
    • December 14, 2000

24. 10 Averaging with RMD requirements

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

25. Are check fees for a distribution permissable?

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

26. Net Unrealized Appreciation (and age 70-1/2)

    By Guest Ray Goetz, December 7, 2000
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • December 7, 2000

27. Special income allocations for distribution pay outs

    By Guest Laurie Harmon, December 6, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 6, 2000

28. Consequences of Rollover to Roth IRA?

    By Guest boberlander, December 5, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 5, 2000

29. Plan Loan to Partner

    By SMB, December 5, 2000
    • 0 replies
    • 1.3k views
    • 
    • SMB
    • December 5, 2000

30. Substantially Equal Periodic Payments Begin/Subsequent Disability/10%

    By Guest, December 5, 2000
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • December 5, 2000

31. Need help fighting former employer to pay my 401(k) account balance

    By Guest Jennifer Porter, November 14, 2000
    • 4 replies
    • 2k views
    • 
    • Guest
    • December 5, 2000

32. terminating plan

    By k man, December 4, 2000
    • 0 replies
    • 1.4k views
    • 
    • k man
    • December 4, 2000

33. Retaining The Tax-Deferral by Non-Spouse Beneficiaries

    By jlf, December 4, 2000
    • 0 replies
    • 1.3k views
    • 
    • jlf
    • December 4, 2000

34. What distribution options do children (under 18) have after participan

    By Guest John Sample, December 3, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 4, 2000

35. About how long does an IRS determination letter take?

    By Guest P Taft, December 3, 2000
    • 1 reply
    • 1.6k views
    • 
    • KIP KRAUS
    • December 4, 2000

36. Year of death minimum required distribution - 1099R

    By Guest irenes, December 1, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 1, 2000

37. Loan Repayments

    By Guest SBlack, November 30, 2000
    • 3 replies
    • 1.5k views
    • 
    • R. Butler
    • December 1, 2000

38. Must a distribution election form include the dollar amount of the acc

    By Guest LMalone, November 29, 2000
    • 1 reply
    • 1.4k views
    • 
    • KIP KRAUS
    • November 29, 2000

39. What to do with missing participants' money -- balances are less than

    By Guest CL, October 22, 1999
    • 17 replies
    • 3.6k views
    • 
    • Guest
    • November 28, 2000

40. Interpleader--taxation upon deposit to court?

    By JWK, November 22, 2000
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • November 22, 2000

41. Does a 1099R form need to be filed for a missing participant from a te

    By Guest PatLovett, November 21, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 21, 2000

42. Buyer's plan will not accept loan rollovers from seller's terminating

    By Guest LMalone, November 16, 2000
    • 2 replies
    • 1.8k views
    • 
    • QDROphile
    • November 16, 2000

43. Tax consequences of pre-retirement death benefits.

    By jlf, November 15, 2000
    • 1 reply
    • 1.8k views
    • 
    • Wessex
    • November 15, 2000

44. What is penalty for failure of plan to withhold 20% from non-rollover

    By Guest TrustMe401k, November 8, 2000
    • 9 replies
    • 4.8k views
    • 
    • Alan Simpson
    • November 14, 2000

45. $5,000 Involuntary Cash-out Limit

    By Guest John Sample, November 14, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 14, 2000

46. Looking for the 1980 CNSMT joint life mortality table

    By Michael Devault, November 10, 2000
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • November 10, 2000

47. If a named 401k beneficiary rejects the distribution on the death of t

    By Guest David O'Loughlin, November 9, 2000
    • 4 replies
    • 2.1k views
    • 
    • david rigby
    • November 10, 2000

48. If an individual has 3 IRA,s and the MRD from each one is $5,000, can

    By David, November 9, 2000
    • 2 replies
    • 1.7k views
    • 
    • David
    • November 10, 2000

49. Does the account balance to use to determine the required minimum dist

    By John A, November 8, 2000
    • 2 replies
    • 1.5k views
    • 
    • John A
    • November 9, 2000

50. Non-Participant Loan

    By Christine Roberts, November 9, 2000
    • 1 reply
    • 2.6k views
    • 
    • QDROphile
    • November 9, 2000