Distributions and Loans, Other than QDROs

4,177 topics in this forum

1. Retroactive Annuity Starting Date

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

2. 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

3. 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

4. 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

5. Subtantially equal payments impossible.

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

6. Subtantially equal periodic payments - payments in first year

   By Guest Gary Rouse, January 31, 2001
   • 1 reply
   • 1.5k views
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   • Guest
   • January 31, 2001

7. 1099R issue re: insurance premiums in Defined Benefit Plan

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

8. 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
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   • RCK
   • January 26, 2001

9. Form for Late 1099 Withholding

   By Guest, January 24, 2001
   • 8 replies
   • 1.9k views
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   • Guest
   • January 25, 2001

10. plan loan statistics

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

11. 1099R Reporting for Incorrect Distribution

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

12. 10 Year Averaging to an active participant?

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

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

    By MJ Hartman, January 19, 2001
    • 0 replies
    • 1.4k views
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    • MJ Hartman
    • January 19, 2001

14. new proposed minimum distributions

    By Guest, January 15, 2001
    • 12 replies
    • 2.5k views
    • 
    • card
    • January 19, 2001

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

    By Guest John Grahovac, January 9, 2001
    • 5 replies
    • 6.3k views
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    • smm
    • January 18, 2001

16. 457k withdrawal

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

17. Return of loan payments made in error

    By Guest sacobb, January 8, 2001
    • 4 replies
    • 1.6k views
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    • Guest
    • January 12, 2001

18. loan repayments--amount financed

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

19. Profit Sharing Plans - Forfeiture of Small Balances

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

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

    By John A, January 9, 2001
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • January 10, 2001

21. failure to deduct loan payments from pay

    By Guest Jeanne Kantzler, January 3, 2001
    • 2 replies
    • 1.7k views
    • 
    • QDROphile
    • January 5, 2001

22. Withholding Taxes On Low-Income Retiree

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

23. Distribution to Terminated Participant Whose Account Balance is Direct

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

24. Required Minimum Distribution (SBJPA transition) issue.

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

25. Loan coupons at termination

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

26. Puzzled over 401(k) Beneficiary Rights

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

27. 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

28. Form 1099-R Reporting for Loans

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

29. Small minimum distribution amount

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

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

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

31. 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

32. Outstanding policy loan taxable at surrender

    By Guest cjorgenson, December 15, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • December 15, 2000

33. 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

34. Quarterly repayment question

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

35. 10 Averaging with RMD requirements

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

36. Are check fees for a distribution permissable?

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

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

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

38. Special income allocations for distribution pay outs

    By Guest Laurie Harmon, December 6, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • December 6, 2000

39. Consequences of Rollover to Roth IRA?

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

40. Plan Loan to Partner

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

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

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

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

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

43. terminating plan

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

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

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

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

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

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

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

47. Year of death minimum required distribution - 1099R

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

48. Loan Repayments

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

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

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

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

    By Guest CL, October 22, 1999
    • 17 replies
    • 3.7k views
    • 
    • Guest
    • November 28, 2000