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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,172 topics in this forum

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

    By John A,
    • 0 replies
    • 1.5k views

  2. distribution code L1

    By Guest ngresham,
    • 1 reply
    • 9.3k views

  3. Deemed Distribution of Loan - Taxation Question

    By BTH,
    • 2 replies
    • 1.8k views

  4. State Income Tax Withholding for Maryland on retirement plan distribut

    By Guest Kevin Plymyer,
    • 6 replies
    • 3.4k views

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

    By Guest Gibson,
    • 2 replies
    • 1.6k views

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

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

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

    By Guest RW,
    • 1 reply
    • 1.4k views

  8. Loan software question!

    By Guest JimP,
    • 2 replies
    • 1.6k views

  9. Qualified higher education loan under retirement plan

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

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

    By John A,
    • 3 replies
    • 2.7k views

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

    By Guest cascigm,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  12. Software--RMDs, etc.

    By lkpittman,
    • 0 replies
    • 1.4k views

  13. 457(b) plan minimum distribution rules

    By Guest Gibson,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  14. TEFRA 242(b) elections

    By Guest Gibson,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

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

    By Guest SCUDDESLER,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  16. Need an updated Special Tax Notice

    By R. Butler,
    • 1 reply
    • 1.4k views

  17. QJSA and QPSA rules regarding common law spouse

    By Guest Mike Melnick,
    • 4 replies
    • 3.3k views

  18. Hardship Distributions - Distributable Amount

    By lkpittman,
    • 2 replies
    • 1.5k views

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

    By Moe Howard,
    • 1 reply
    • 1.9k views

  20. Required Minimum Dist from 457 and IRA

    By Guest joebert,
    • 1 reply
    • 1.4k views

  21. Covering a CDSC

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

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

    By John A,
    • 0 replies
    • 1.3k views

  23. Minimum Distribution - Revocable Trust named as Designated Beneficiary

    By Guest SHP,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

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

    By MR,
    • 1 reply
    • 1.4k views

  25. Additional fee for in-kind tranfer?

    By k man,
    • 0 replies
    • 1.4k views

  26. Loan reamortization w/change in payroll frequency

    By Guest mo again,
    • 4 replies
    • 3k views
    • Guest
    • Guest

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

    By Moe Howard,
    • 1 reply
    • 2.7k views

  28. accounting for loans in default

    By k man,
    • 2 replies
    • 2.8k views
    • Guest
    • Guest

  29. Can Beneficiary roll to IRA ever?

    By Guest irenes,
    • 1 reply
    • 1.4k views

  30. 402(f) Notice for distributions under $200...Required???

    By Guest wolfman,
    • 12 replies
    • 5.3k views

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

    By Kathy,
    • 3 replies
    • 1.8k views

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

    By Guest snorthup,
    • 3 replies
    • 1.6k views

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

    By John A,
    • 4 replies
    • 1.6k views

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

    By Guest FREE401k,
    • 1 reply
    • 1.4k views

  35. Final Regulations Issued: Repayment of Previously-Taxed Participant Lo

    By Dave Baker,
    • 1 reply
    • 1.8k views

  36. Final Regulations Issued: Crediting of Tax Basis on Defaulted Particip

    By Dave Baker,
    • 0 replies
    • 1.6k views

  37. Final Regulations Issued: Accruing Interest on Defaulted Participant L

    By Dave Baker,
    • 0 replies
    • 1.8k views

  38. Final Regulations Issued: Guidance on Electronic Media in Connection W

    By Dave Baker,
    • 0 replies
    • 1.5k views

  39. Final Regulations Issued: Cure Period for Defaulted Loans

    By Dave Baker,
    • 0 replies
    • 2k views

  40. Proposed Regulations Issued: Loans Made While a Deemed Distribution Lo

    By Dave Baker,
    • 0 replies
    • 1.8k views

  41. Proposed Regulations Issued: Multiple Loans to a Plan Participant

    By Dave Baker,
    • 6 replies
    • 2k views

  42. Proposed Regulations Issued: Participant Loan Refinancing Transactions

    By Dave Baker,
    • 4 replies
    • 2.7k views

  43. $5,000 cash out limit

    By dmb,
    • 0 replies
    • 1.7k views

  44. Need help on Q on revocability and liability of election by beneficiar

    By Guest Matthew Smith,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  45. Rollover of non-employer-stock investments to money purchase plan esta

    By Dave Baker,
    • 0 replies
    • 1.6k views

  46. Interest rate not exceeding 120% of federal mid-term rate is deemed re

    By Dave Baker,
    • 0 replies
    • 2.1k views

  47. Rev. Rul. 2000-36: Plan may provide for direct rollover as the default

    By Dave Baker,
    • 1 reply
    • 2.3k views
    • Guest
    • Guest

  48. Participant loan offset not allowed because the balance is over $5,000

    By Guest mo again,
    • 6 replies
    • 2.2k views
    • Guest
    • Guest

  49. Rev. Rul. 2000-36 - Direct Rollover to IRA as Default Distribution

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

  50. New edition of book for participants from International Foundation of

    By Dave Baker,
    • 0 replies
    • 1.3k views
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