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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,191 topics in this forum

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

    By Guest Ray Goetz,
    • 2 replies
    • 2.4k views
    • Guest
    • Guest

  2. Special income allocations for distribution pay outs

    By Guest Laurie Harmon,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  3. Consequences of Rollover to Roth IRA?

    By Guest boberlander,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  4. Plan Loan to Partner

    By SMB,
    • 0 replies
    • 1.4k views
    • SMB
    • SMB

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

    By Guest,
    • 1 reply
    • 1.5k views

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

    By Guest Jennifer Porter,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  7. terminating plan

    By k man,
    • 0 replies
    • 1.5k views

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

    By jlf,
    • 0 replies
    • 1.4k views
    • jlf
    • jlf

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

    By Guest John Sample,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

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

    By Guest P Taft,
    • 1 reply
    • 1.7k views

  11. Year of death minimum required distribution - 1099R

    By Guest irenes,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  12. Loan Repayments

    By Guest SBlack,
    • 3 replies
    • 1.5k views

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

    By Guest LMalone,
    • 1 reply
    • 1.5k views

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

    By Guest CL,
    • 17 replies
    • 3.8k views
    • Guest
    • Guest

  15. Interpleader--taxation upon deposit to court?

    By JWK,
    • 1 reply
    • 2.9k views
    • Guest
    • Guest

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

    By Guest PatLovett,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

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

    By Guest LMalone,
    • 2 replies
    • 1.9k views

  18. Tax consequences of pre-retirement death benefits.

    By jlf,
    • 1 reply
    • 1.9k views

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

    By Guest TrustMe401k,
    • 9 replies
    • 5k views

  20. $5,000 Involuntary Cash-out Limit

    By Guest John Sample,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  21. Looking for the 1980 CNSMT joint life mortality table

    By Michael Devault,
    • 1 reply
    • 2.1k views

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

    By Guest David O'Loughlin,
    • 4 replies
    • 2.2k views

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

    By David,
    • 2 replies
    • 1.8k views

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

    By John A,
    • 2 replies
    • 1.6k views

  25. Non-Participant Loan

    By Christine Roberts,
    • 1 reply
    • 2.6k views

  26. QDROs and plan terminations

    By Guest TW2000,
    • 1 reply
    • 1.7k views

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

    By Guest Lori Basilico,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  28. Education Saving: Roth vs. Education IRA

    By Guest jdcannon,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

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

    By Guest Ed Walker,
    • 1 reply
    • 1.8k views

  30. Need to find Notice 97-10

    By Richard Anderson,
    • 1 reply
    • 1.7k views

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

    By John A,
    • 3 replies
    • 1.6k views

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

    By Guest RW,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  33. Distributions when there is creation of a joint venture

    By Guest LDH1,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

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

    By Guest,
    • 1 reply
    • 2.2k views

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

    By smm,
    • 1 reply
    • 1.5k views

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

    By John A,
    • 0 replies
    • 2.6k views

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

    By jkharvey,
    • 3 replies
    • 2.3k views
    • jlf
    • jlf

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

    By Guest WMW,
    • 1 reply
    • 2.1k views

  39. Hardship distribution of rollover money.

    By k man,
    • 0 replies
    • 1.6k views

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

    By Guest PALAWYER,
    • 2 replies
    • 1.9k views

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

    By Guest MWK,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  42. Fax signatures acceptable?

    By Guest FREE401k,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  43. Check fee for distributions

    By R. Butler,
    • 0 replies
    • 1.5k views

  44. Deemed Distribution of Loan - Taxation Question

    By BTH,
    • 2 replies
    • 1.9k views

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

    By John A,
    • 0 replies
    • 1.5k views

  46. distribution code L1

    By Guest ngresham,
    • 1 reply
    • 9.8k views

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

    By Guest Gibson,
    • 2 replies
    • 1.6k views

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

    By Guest Julie Silverstein,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

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

    By Guest RW,
    • 1 reply
    • 1.5k views

  50. Qualified higher education loan under retirement plan

    By Theresa Lynn,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest
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