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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,191 topics in this forum

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

    By John A,
    • 3 replies
    • 2.8k views

  2. Required Minimum Dist from 457 and IRA

    By Guest joebert,
    • 1 reply
    • 1.5k views

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

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

  4. Software--RMDs, etc.

    By lkpittman,
    • 0 replies
    • 1.5k views

  5. 457(b) plan minimum distribution rules

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

  6. TEFRA 242(b) elections

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

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

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

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

    By Moe Howard,
    • 1 reply
    • 2k views

  9. Need an updated Special Tax Notice

    By R. Butler,
    • 1 reply
    • 1.5k views

  10. Hardship Distributions - Distributable Amount

    By lkpittman,
    • 2 replies
    • 1.6k views

  11. QJSA and QPSA rules regarding common law spouse

    By Guest Mike Melnick,
    • 4 replies
    • 3.4k views

  12. Covering a CDSC

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

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

    By John A,
    • 0 replies
    • 1.3k views

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

    By Kathy,
    • 3 replies
    • 1.8k views

  15. Minimum Distribution - Revocable Trust named as Designated Beneficiary

    By Guest SHP,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

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

    By MR,
    • 1 reply
    • 1.5k views

  17. Loan reamortization w/change in payroll frequency

    By Guest mo again,
    • 4 replies
    • 3.2k views
    • Guest
    • Guest

  18. Additional fee for in-kind tranfer?

    By k man,
    • 0 replies
    • 1.4k views

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

    By Moe Howard,
    • 1 reply
    • 2.7k views

  20. accounting for loans in default

    By k man,
    • 2 replies
    • 3k views
    • Guest
    • Guest

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

    By Guest snorthup,
    • 3 replies
    • 1.6k views

  22. Can Beneficiary roll to IRA ever?

    By Guest irenes,
    • 1 reply
    • 1.5k views

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

    By John A,
    • 4 replies
    • 1.7k views

  24. Proposed Regulations Issued: Participant Loan Refinancing Transactions

    By Dave Baker,
    • 4 replies
    • 2.9k views

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

    By Guest FREE401k,
    • 1 reply
    • 1.5k views

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

    By Dave Baker,
    • 0 replies
    • 1.7k views

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

    By Dave Baker,
    • 0 replies
    • 1.8k views

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

    By Dave Baker,
    • 0 replies
    • 1.5k views

  29. Final Regulations Issued: Cure Period for Defaulted Loans

    By Dave Baker,
    • 0 replies
    • 2k views

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

    By Dave Baker,
    • 0 replies
    • 1.9k views

  31. $5,000 cash out limit

    By dmb,
    • 0 replies
    • 1.8k views

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

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

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

    By Dave Baker,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

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

    By Dave Baker,
    • 0 replies
    • 1.7k views

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

    By Dave Baker,
    • 0 replies
    • 2.1k views

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

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

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

    By Dave Baker,
    • 0 replies
    • 1.4k views

  38. Lookback rule (for involuntary cash-out distributions of less than $5,

    By Dave Baker,
    • 0 replies
    • 1.5k views

  39. Can a participant who has reached retirement age take a plan loan, if

    By Guest Tara Curran,
    • 2 replies
    • 1.9k views

  40. How does "legal separation" status affect retirement plans?

    By John A,
    • 1 reply
    • 5.1k views

  41. Are hardship distributions from non-deferral sources eligible for roll

    By John A,
    • 0 replies
    • 1.5k views

  42. 60-day rollover rules

    By Brenda Wren,
    • 3 replies
    • 2.3k views

  43. Loan and Hardship distribution

    By Richard Anderson,
    • 0 replies
    • 1.4k views

  44. In a DC with lump sum only, may the distribution election/consent form

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

  45. EIN for retirement trust/Federal Withholding

    By Guest Becky Ray,
    • 3 replies
    • 2.3k views

  46. Beneficiary is a minor

    By Guest ngresham,
    • 1 reply
    • 1.6k views

  47. Spousal ability to roll to IRA after deceased participant's required b

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

  48. Taxation of U.S. pension benefits paid to Canadian spouse upon death o

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

  49. Purchasing annuities

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

  50. Starting and Stopping Minimum Distributions in a qualified plan

    By Guest blaster,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest
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