Distributions and Loans, Other than QDROs

4,201 topics in this forum

1. 1099R & Form 5500 Schedule R

   By Guest shafter, March 2, 2001
   • 2 replies
   • 2.8k views
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   • RCK
   • March 7, 2001

2. Rolling money into foreign plan

   By dmb, March 6, 2001
   • 3 replies
   • 1.8k views
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   • david rigby
   • March 6, 2001

3. Combined DB plan distributions

   By Guest pjp, February 28, 2001
   • 1 reply
   • 1.6k views
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   • david rigby
   • March 1, 2001

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

   By Guest, March 1, 2001
   • 0 replies
   • 1.5k views
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   • Guest
   • March 1, 2001

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

   By RCK, February 28, 2001
   • 0 replies
   • 1.5k views
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   • RCK
   • February 28, 2001

6. 1099-R for Prior Year?

   By Guest boberlander, February 27, 2001
   • 1 reply
   • 1.8k views
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   • Guest
   • February 28, 2001

7. Distribution of QDRO rollover

   By Richard Anderson, February 27, 2001
   • 2 replies
   • 2.2k views
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   • Richard Anderson
   • February 27, 2001

8. 1099-R reporting and withholding on reissued distribution checks

   By JDuns, February 20, 2001
   • 5 replies
   • 4.1k views
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   • Wessex
   • February 27, 2001

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

   By Guest sodbuster, February 22, 2001
   • 23 replies
   • 9.4k views
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   • KJohnson
   • February 23, 2001

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

    By Guest smithee, February 22, 2001
    • 2 replies
    • 1.8k views
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    • M R Bernardin
    • February 23, 2001

11. Money Purchase $$ to Defined Benefit Plan?

    By Christine Roberts, February 22, 2001
    • 1 reply
    • 1.6k views
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    • Guest
    • February 23, 2001

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

    By John A, February 21, 2001
    • 3 replies
    • 1.8k views
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    • Guest
    • February 23, 2001

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

    By Guest CJK, February 21, 2001
    • 0 replies
    • 1.6k views
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    • Guest
    • February 21, 2001

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

    By Guest PALAWYER, February 20, 2001
    • 1 reply
    • 2k views
    • 
    • QDROphile
    • February 20, 2001

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

    By John A, February 20, 2001
    • 1 reply
    • 1.9k views
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    • Richard Anderson
    • February 20, 2001

16. hardship and in-service/notices?

    By EGB, October 18, 1999
    • 1 reply
    • 1.8k views
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    • KJohnson
    • February 16, 2001

17. Restricted Employee Mysteries

    By Everett Moreland, February 16, 2001
    • 0 replies
    • 1.5k views
    • 
    • Everett Moreland
    • February 16, 2001

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

    By Guest Mr. X, February 13, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • February 13, 2001

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

    By dmb, February 13, 2001
    • 0 replies
    • 1.7k views
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    • dmb
    • February 13, 2001

20. Interim Valuation Procedure

    By chris, February 9, 2001
    • 6 replies
    • 2.9k views
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    • chris
    • February 12, 2001

21. new minimum distribution rules- separate accounts

    By card, February 10, 2001
    • 0 replies
    • 1.7k views
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    • card
    • February 10, 2001

22. Loan origination fees and 1099-R reporting

    By Guest Genny Klocek, February 8, 2001
    • 1 reply
    • 4k views
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    • Alan Simpson
    • February 8, 2001

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

    By Guest CJK, February 7, 2001
    • 0 replies
    • 2.8k views
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    • Guest
    • February 7, 2001

24. Limits on 401k loans?

    By Guest peeage, February 5, 2001
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • February 6, 2001

25. Retroactive Annuity Starting Date

    By Guest pension222, February 2, 2001
    • 1 reply
    • 2.3k views
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    • Guest
    • February 3, 2001

26. minimum distributions for parents of 5% owners

    By Guest landgcpas, February 1, 2001
    • 0 replies
    • 1.6k views
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    • Guest
    • February 1, 2001

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

    By Guest Aaron K., February 1, 2001
    • 1 reply
    • 1.6k views
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    • david rigby
    • February 1, 2001

28. Loans extended past 60 months - general loans

    By Guest Achilles, January 31, 2001
    • 7 replies
    • 2.1k views
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    • Guest
    • February 1, 2001

29. Subtantially equal payments impossible.

    By imchipbrown, January 31, 2001
    • 3 replies
    • 2.2k views
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    • Michael Devault
    • February 1, 2001

30. Subtantially equal periodic payments - payments in first year

    By Guest Gary Rouse, January 31, 2001
    • 1 reply
    • 1.7k views
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    • Guest
    • January 31, 2001

31. 1099R issue re: insurance premiums in Defined Benefit Plan

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

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

    By Guest MEGary, January 26, 2001
    • 1 reply
    • 1.6k views
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    • RCK
    • January 26, 2001

33. Form for Late 1099 Withholding

    By Guest, January 24, 2001
    • 8 replies
    • 2.1k views
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    • Guest
    • January 25, 2001

34. plan loan statistics

    By Guest kfel, January 23, 2001
    • 0 replies
    • 1.5k views
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    • Guest
    • January 23, 2001

35. 1099R Reporting for Incorrect Distribution

    By Jean, January 19, 2001
    • 4 replies
    • 2.7k views
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    • Guest
    • January 22, 2001

36. 10 Year Averaging to an active participant?

    By Guest Bob Lees, January 3, 2001
    • 7 replies
    • 2.3k views
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    • Guest
    • January 20, 2001

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

    By MJ Hartman, January 19, 2001
    • 0 replies
    • 1.5k views
    • 
    • MJ Hartman
    • January 19, 2001

38. new proposed minimum distributions

    By Guest, January 15, 2001
    • 12 replies
    • 2.7k views
    • 
    • card
    • January 19, 2001

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

    By Guest John Grahovac, January 9, 2001
    • 5 replies
    • 6.7k views
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    • smm
    • January 18, 2001

40. 457k withdrawal

    By Guest km8303, January 15, 2001
    • 1 reply
    • 2.2k views
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    • Guest
    • January 16, 2001

41. Return of loan payments made in error

    By Guest sacobb, January 8, 2001
    • 4 replies
    • 1.8k views
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    • Guest
    • January 12, 2001

42. loan repayments--amount financed

    By Felicia, January 11, 2001
    • 5 replies
    • 1.9k views
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    • QDROphile
    • January 11, 2001

43. Profit Sharing Plans - Forfeiture of Small Balances

    By Guest Peter Riggins, January 9, 2001
    • 2 replies
    • 2.2k views
    • 
    • RCK
    • January 10, 2001

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

    By John A, January 9, 2001
    • 1 reply
    • 2k views
    • 
    • QDROphile
    • January 10, 2001

45. failure to deduct loan payments from pay

    By Guest Jeanne Kantzler, January 3, 2001
    • 2 replies
    • 1.8k views
    • 
    • QDROphile
    • January 5, 2001

46. Withholding Taxes On Low-Income Retiree

    By Guest SBlack, January 4, 2001
    • 6 replies
    • 1.7k views
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    • KIP KRAUS
    • January 5, 2001

47. Distribution to Terminated Participant Whose Account Balance is Direct

    By chris, January 4, 2001
    • 1 reply
    • 1.7k views
    • 
    • Erik Read
    • January 4, 2001

48. Required Minimum Distribution (SBJPA transition) issue.

    By Guest tgk, January 4, 2001
    • 0 replies
    • 2.1k views
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    • Guest
    • January 4, 2001

49. Loan coupons at termination

    By Guest kfel, January 4, 2001
    • 1 reply
    • 1.7k views
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    • bzorc
    • January 4, 2001

50. Puzzled over 401(k) Beneficiary Rights

    By Guest cole stevenson, January 4, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 4, 2001