Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Covering a CDSC

   By Guest SPollock, September 1, 2000
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   • Guest
   • September 1, 2000

2. spousal consent for participant loan

   By Guest Jane Freeman, May 7, 2004
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   • Guest
   • May 7, 2004

3. allocation of basis on inservice distribution

   By M Norton, December 4, 2009
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   • M Norton
   • December 4, 2009

4. Eligible Rollovers or Plan to Plan Transfers to a Governmental Plan?

   By Guest slt, October 20, 1999
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   • Guest
   • October 20, 1999

5. Terminate PS/ESOP Plan

   By HarleyBabe, November 11, 2010
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   • HarleyBabe
   • November 11, 2010

6. Paperless Loans and Check21 (Imaging)

   By Guest halka, May 3, 2005
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   • Guest
   • May 3, 2005

7. Reasons for Loan Denial Required under Fair Credit Reporting Act?

   By Guest halka, June 28, 2004
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   • Guest
   • June 28, 2004

8. RMD for DB Participant

   By Dougsbpc, December 18, 2007
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   • Dougsbpc
   • December 18, 2007

9. beneficiary "rights" after new RMD regs

   By Guest gregoryp, June 26, 2001
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   • Guest
   • June 26, 2001

10. RMDs to non-employee elected officials?

    By EGB, July 18, 2007
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    • EGB
    • July 18, 2007

11. Definition of Employer in 402(e)(4)

    By Guest newtobenefits, October 8, 2009
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    • Guest
    • October 8, 2009

12. Timing of Forfeitures

    By Guest ELS, March 27, 2001
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    • Guest
    • March 27, 2001

13. RMD from PS plan with life insurance only major asset

    By Guest SteveD, June 4, 2004
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    • Guest
    • June 4, 2004

14. NonSpouse Beneficiary and PPA

    By Guest lvegas, October 16, 2006
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    • Guest
    • October 16, 2006

15. Death Distribution

    By Guest Suanne, November 9, 2006
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    • Guest
    • November 9, 2006

16. RMD applicable balance for terminee prior to contribution deposit

    By Guest crosseyetester, January 8, 2007
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    • Guest
    • January 8, 2007

17. QJSA required for loan after spouse waived her rights on bene form?

    By Guest bgiles, December 11, 2001
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    • Guest
    • December 11, 2001

18. Re-deposit of funds from a hardship distribution

    By Guest M. Martin, January 13, 2005
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    • Guest
    • January 13, 2005

19. Taxable Calculation for RMD

    By Guest TAXMANAGER, August 18, 2009
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    • Guest
    • August 18, 2009

20. Loan payments and leave of absence

    By Belgarath, September 14, 2017
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    • 395 views
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    • Belgarath
    • September 14, 2017

21. forms 1096/1099-R hard copy filing address

    By pmacduff, January 14, 2021
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    • 534 views
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    • pmacduff
    • January 14, 2021

22. Reporting Hardship Distribution on 1099-R after 12/31/99

    By Guest ralar, October 28, 1999
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    • Guest
    • October 28, 1999

23. Excess Contribution - Loss on Roth refund

    By Lou S., April 23, 2009
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    • Lou S.
    • April 23, 2009

24. Qualified Preretirement Survivor: 2nd Spouse

    By Guest wwest, November 3, 1999
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    • Guest
    • November 3, 1999

25. Are check fees for a distribution permissable?

    By R. Butler, December 13, 2000
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    • R. Butler
    • December 13, 2000

26. QJSA Requirements

    By Guest kowen, August 28, 2001
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    • Guest
    • August 28, 2001

27. SCAM - link to 401k board

    By Erik Read, February 7, 2002
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    • Erik Read
    • February 7, 2002

28. Loans - Change in payroll frequency

    By Guest Devildog, October 17, 2007
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    • Guest
    • October 17, 2007

29. Additional distributions - election forms?

    By t.haley, April 7, 2014
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    • t.haley
    • April 7, 2014

30. Beneficiaries when change from QPSA to QJSA

    By Guest wwest, November 3, 1999
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    • Guest
    • November 3, 1999

31. New RMD Proposed Reg Questions Related to spouse more than 10 years yo

    By John A, April 19, 2001
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    • John A
    • April 19, 2001

32. RMD's and Illiquid Assets

    By Gruegen, October 11, 2002
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    • Gruegen
    • October 11, 2002

33. loan payments for per diems

    By JKW, November 7, 2013
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    • 774 views
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    • JKW
    • November 7, 2013

34. Corrected 2013 1099R after rollover into IRA

    By Carri, February 14, 2018
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    • 414 views
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    • Carri
    • February 14, 2018

35. Loan to HCE

    By SMB, November 6, 1999
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    • SMB
    • November 6, 1999

36. Separation from service

    By Guest Lex, September 1, 2002
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    • Guest
    • September 1, 2002

37. Modification of loans

    By k man, October 17, 2006
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    • k man
    • October 17, 2006

38. Distribution??? of annuity from qualifed??? plan

    By chris, May 11, 2001
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    • chris
    • May 11, 2001

39. Beneficiaries for Survivor Annuities

    By Guest wwest, November 10, 1999
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    • Guest
    • November 10, 1999

40. Pre Retirement Distributions from Money Purchase Plan

    By Guest JD698, April 24, 2008
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    • Guest
    • April 24, 2008

41. Benefit Distribution Paid from Wrong Account

    By Dougsbpc, February 4, 2010
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    • Dougsbpc
    • February 4, 2010

42. RMD in terminated DB

    By Lou S., February 20, 2014
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    • Lou S.
    • February 20, 2014

43. Loans and Frozen Plans

    By Guest Moreno, September 18, 2001
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    • Guest
    • September 18, 2001

44. Post-EGTRRA Death Benefit when spouse is in same plan as participant?

    By John A, November 20, 2001
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    • John A
    • November 20, 2001

45. Restricted Employee Mysteries

    By Everett Moreland, February 16, 2001
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    • Everett Moreland
    • February 16, 2001

46. Separation of service?

    By Guest yvonne001, November 1, 2005
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    • Guest
    • November 1, 2005

47. changing repayment conditions for a loan rollover

    By Santo Gold, March 1, 2007
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    • Santo Gold
    • March 1, 2007

48. Cash Out & Fluctuating Account Balance

    By Susan S., June 10, 2015
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    • 710 views
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    • Susan S.
    • June 10, 2015

49. Is there a difference in taxable amount if a plan surrenders a life in

    By John A, September 28, 2000
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    • John A
    • September 28, 2000

50. 10 Averaging with RMD requirements

    By Guest srichard, December 13, 2000
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    • Guest
    • December 13, 2000