Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. QDROs and plan terminations

   By Guest TW2000, November 7, 2000
   • 1 reply
   • 1.6k views
   • 
   • QDROphile
   • November 7, 2000

2. Required minimum distribution applies in year of death (after age 70-1

   By Guest Lori Basilico, November 7, 2000
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • November 7, 2000

3. Education Saving: Roth vs. Education IRA

   By Guest jdcannon, October 13, 2000
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • October 31, 2000

4. How to correct distribution from 401(k) plan to participant whose empl

   By Guest Ed Walker, October 26, 2000
   • 1 reply
   • 1.7k views
   • 
   • QDROphile
   • October 27, 2000

5. Need to find Notice 97-10

   By Richard Anderson, October 25, 2000
   • 1 reply
   • 1.6k views
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   • Everett Moreland
   • October 25, 2000

6. When has an owner terminated employment for purposes of being entitled

   By John A, April 10, 2000
   • 3 replies
   • 1.6k views
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   • david rigby
   • October 25, 2000

7. Same Desk Rule: tranfer from one subsidiary to another.

   By Guest RW, June 14, 2000
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • October 24, 2000

8. Distributions when there is creation of a joint venture

   By Guest LDH1, October 24, 2000
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • October 24, 2000

9. Employee paychecks no longer cover loan payments; what happens on defa

   By Guest, October 23, 2000
   • 1 reply
   • 2.1k views
   • 
   • QDROphile
   • October 24, 2000

10. Can participant's surviving spouse continue to make loan payments to a

    By smm, October 24, 2000
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • October 24, 2000

11. For hardship withdrawal funeral expense purposes, who is a family memb

    By John A, October 23, 2000
    • 0 replies
    • 2.5k views
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    • John A
    • October 23, 2000

12. Age 55 IRA owner wants withdrawals without 10% penalty -- how to do?

    By jkharvey, October 5, 2000
    • 3 replies
    • 2.2k views
    • 
    • jlf
    • October 20, 2000

13. Can a plan add a mandatory cashout provision if it has not had one bef

    By Guest WMW, October 19, 2000
    • 1 reply
    • 2k views
    • 
    • Dave Baker
    • October 20, 2000

14. Hardship distribution of rollover money.

    By k man, October 19, 2000
    • 0 replies
    • 1.5k views
    • 
    • k man
    • October 19, 2000

15. What to do with outstanding loans on termination of the Plan

    By Guest PALAWYER, October 17, 2000
    • 2 replies
    • 1.8k views
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    • rcline46
    • October 17, 2000

16. challenge by first spouse of bigamist participant to spousal consent g

    By Guest MWK, October 6, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 7, 2000

17. Fax signatures acceptable?

    By Guest FREE401k, October 4, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 6, 2000

18. Check fee for distributions

    By R. Butler, October 3, 2000
    • 0 replies
    • 1.4k views
    • 
    • R. Butler
    • October 3, 2000

19. Deemed Distribution of Loan - Taxation Question

    By BTH, September 27, 2000
    • 2 replies
    • 1.8k views
    • 
    • k man
    • October 2, 2000

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

    By John A, September 28, 2000
    • 0 replies
    • 1.5k views
    • 
    • John A
    • September 28, 2000

21. distribution code L1

    By Guest ngresham, September 27, 2000
    • 1 reply
    • 9.1k views
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    • Michael Devault
    • September 28, 2000

22. Does a plan sponsor have a fiduciary duty to notify, and send distribu

    By Guest Gibson, September 22, 2000
    • 2 replies
    • 1.6k views
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    • david rigby
    • September 28, 2000

23. Withholding requirements for foreign receipt of US-earned pension

    By Guest Julie Silverstein, September 21, 2000
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 2000

24. Who gets the QJSA Survivor Benefits after Benefit Commencement: Spous

    By Guest RW, September 21, 2000
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • September 21, 2000

25. Qualified higher education loan under retirement plan

    By Theresa Lynn, September 19, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • September 19, 2000

26. How do PS-58 costs affect a distribution?

    By John A, September 15, 2000
    • 3 replies
    • 2.7k views
    • 
    • John A
    • September 18, 2000

27. Required Minimum Dist from 457 and IRA

    By Guest joebert, September 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • September 15, 2000

28. RMD when participant in PS plan and has IRA also

    By Guest cascigm, September 14, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 14, 2000

29. Software--RMDs, etc.

    By lkpittman, September 12, 2000
    • 0 replies
    • 1.4k views
    • 
    • lkpittman
    • September 12, 2000

30. 457(b) plan minimum distribution rules

    By Guest Gibson, September 12, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 12, 2000

31. TEFRA 242(b) elections

    By Guest Gibson, September 12, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 12, 2000

32. Final 411(d)(6) Regs Permit Elimination of QJSA Benefit Option?

    By Guest SCUDDESLER, September 11, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 11, 2000

33. IRC Sec 72(p) has been amended several times since the early 1980's.

    By Moe Howard, September 6, 2000
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • September 7, 2000

34. Need an updated Special Tax Notice

    By R. Butler, September 7, 2000
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • September 7, 2000

35. Hardship Distributions - Distributable Amount

    By lkpittman, September 6, 2000
    • 2 replies
    • 1.5k views
    • 
    • lkpittman
    • September 7, 2000

36. QJSA and QPSA rules regarding common law spouse

    By Guest Mike Melnick, September 6, 2000
    • 4 replies
    • 3.3k views
    • 
    • david rigby
    • September 7, 2000

37. Covering a CDSC

    By Guest SPollock, September 1, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 1, 2000

38. Must participants be given choice of how Required Minimum Distribution

    By John A, September 1, 2000
    • 0 replies
    • 1.3k views
    • 
    • John A
    • September 1, 2000

39. Can you still make annual payment on an old, old loan or must they now

    By Kathy, August 11, 2000
    • 3 replies
    • 1.8k views
    • 
    • Ron Snyder
    • September 1, 2000

40. Minimum Distribution - Revocable Trust named as Designated Beneficiary

    By Guest SHP, August 29, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • August 31, 2000

41. is a minimum distribution required for a participant who is rolling hi

    By MR, August 25, 2000
    • 1 reply
    • 1.4k views
    • 
    • pjkoehler
    • August 25, 2000

42. Loan reamortization w/change in payroll frequency

    By Guest mo again, August 21, 2000
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • August 23, 2000

43. Additional fee for in-kind tranfer?

    By k man, August 22, 2000
    • 0 replies
    • 1.4k views
    • 
    • k man
    • August 22, 2000

44. How can Plan distribute a contribution receivable from employer compan

    By Moe Howard, August 18, 2000
    • 1 reply
    • 2.6k views
    • 
    • Dave Baker
    • August 22, 2000

45. accounting for loans in default

    By k man, August 16, 2000
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • August 21, 2000

46. Non-Bargaining to Barganing employment status change - what happens to

    By Guest snorthup, August 11, 2000
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • August 18, 2000

47. Can Beneficiary roll to IRA ever?

    By Guest irenes, August 16, 2000
    • 1 reply
    • 1.4k views
    • 
    • Bill Berke
    • August 16, 2000

48. Can a repayment of a bank loan be classified as a residential loan in

    By John A, August 9, 2000
    • 4 replies
    • 1.6k views
    • 
    • John A
    • August 10, 2000

49. Proposed Regulations Issued: Participant Loan Refinancing Transactions

    By Dave Baker, August 1, 2000
    • 4 replies
    • 2.7k views
    • 
    • pjkoehler
    • August 9, 2000

50. Is quicker way to pay termination distributions in a quarterly-valuate

    By Guest FREE401k, August 3, 2000
    • 1 reply
    • 1.4k views
    • 
    • bzorc
    • August 3, 2000