Jump to content

Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

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

    By Dave Baker,
    • 0 replies
    • 1.6k views

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

    By Dave Baker,
    • 0 replies
    • 1.7k views

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

    By Dave Baker,
    • 0 replies
    • 1.5k views

  4. Final Regulations Issued: Cure Period for Defaulted Loans

    By Dave Baker,
    • 0 replies
    • 2k views

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

    By Dave Baker,
    • 0 replies
    • 1.8k views

  6. $5,000 cash out limit

    By dmb,
    • 0 replies
    • 1.7k views

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

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

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

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

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

    By Dave Baker,
    • 0 replies
    • 1.6k views

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

    By Dave Baker,
    • 0 replies
    • 2k views

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

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

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

    By Dave Baker,
    • 0 replies
    • 1.3k views

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

    By Dave Baker,
    • 0 replies
    • 1.4k views

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

    By Guest Tara Curran,
    • 2 replies
    • 1.8k views

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

    By John A,
    • 1 reply
    • 4.9k views

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

    By John A,
    • 0 replies
    • 1.4k views

  17. 60-day rollover rules

    By Brenda Wren,
    • 3 replies
    • 2.1k views

  18. Loan and Hardship distribution

    By Richard Anderson,
    • 0 replies
    • 1.4k views

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

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

  20. EIN for retirement trust/Federal Withholding

    By Guest Becky Ray,
    • 3 replies
    • 2.2k views

  21. Beneficiary is a minor

    By Guest ngresham,
    • 1 reply
    • 1.6k views

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

    By Guest lclark,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

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

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

  24. Purchasing annuities

    By Guest llic,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  25. Starting and Stopping Minimum Distributions in a qualified plan

    By Guest blaster,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  26. What to do for distributions that do not require spousal consent.

    By jkharvey,
    • 6 replies
    • 1.9k views

  27. Can participant retire at age 52 but wait until age 55 to take a distr

    By chris,
    • 2 replies
    • 1.6k views

  28. rmd: payment of expenses

    By Guest amy darnell,
    • 3 replies
    • 2.2k views

  29. "Bridge" loans on plan termination

    By JWK,
    • 0 replies
    • 1.5k views

  30. Seeking references/articles detailing IRS Publication 504

    By Guest [Pat M],
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  31. revocation of 70 1/2 election

    By k man,
    • 2 replies
    • 1.3k views

  32. Can a Plan accept as a rollover funds previously distributed under a Q

    By Guest [Pat M],
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  33. Do you recommend allowing participants to pay-off defaulted loans usin

    By Guest Frank Jackson,
    • 1 reply
    • 1.3k views

  34. Can participant loans be forgiven?

    By pbarrett,
    • 5 replies
    • 1.8k views

  35. Hardship withdrawal from "frozen" account

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

  36. Minimum Required Distribution vs. In-service withdrawal

    By Guest JWBrown,
    • 1 reply
    • 1.4k views

  37. Interest to terminated participant

    By Guest AEA,
    • 5 replies
    • 1.5k views
    • Guest
    • Guest

  38. Can loans be taken from rollover accounts prior to employee becoming a

    By John A,
    • 9 replies
    • 2.1k views

  39. Withdrawal of Pre-1987 "After Tax" Employee Contributions

    By Guest EMC,
    • 2 replies
    • 2.9k views
    • Guest
    • Guest

  40. Distributions made by Age 62 or Age 65?

    By Guest mam,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  41. Death Benefit Distribution options for non-spouse beneficiary.

    By Guest Mike Visse,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  42. Cost basis of mutual funds

    By Guest Renea,
    • 2 replies
    • 1.5k views

  43. Can in-service withdrawals avoid 20% withholding by direct rollover or

    By John A,
    • 7 replies
    • 2.7k views
    • Guest
    • Guest

  44. Determining Cost Basis of Employer Stock

    By Guest Renea,
    • 1 reply
    • 1.6k views

  45. At what point is the "substantially level" loan repayment re

    By John A,
    • 1 reply
    • 2.3k views

  46. Purchasing Life Insurance

    By Guest geewhiz,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  47. 411(d)(6) Protected Benefits

    By Guest Effie Clark,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  48. Good (and inexpensive) participant locator service.

    By KJohnson,
    • 3 replies
    • 1.6k views

  49. LOANS FROM 3% NONELECTIVE CONTRIBUTIONS IN A 401(k) SAFE HARBOR PLAN

    By Guest ATTY,
    • 1 reply
    • 1.5k views

  50. How should on-going minimum required distributions be calculated when

    By John A,
    • 1 reply
    • 1.2k views
×
×
  • Create New...

Important Information

Terms of Use

  I accept