Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Loan and Hardship distribution

   By Richard Anderson, June 30, 2000
   • 0 replies
   • 1.4k views
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   • Richard Anderson
   • June 30, 2000

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

   By Guest LMalone, June 28, 2000
   • 0 replies
   • 1.3k views
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   • Guest
   • June 28, 2000

3. Beneficiary is a minor

   By Guest ngresham, June 23, 2000
   • 1 reply
   • 1.6k views
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   • david rigby
   • June 23, 2000

4. Can a plan's terms require distributions to be made via direct deposit

   By Guest Ed F, June 22, 2000
   • 5 replies
   • 4.7k views
   • 
   • Guest
   • July 3, 2014

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

   By Guest lclark, June 22, 2000
   • 0 replies
   • 1.2k views
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   • Guest
   • June 22, 2000

6. EIN for retirement trust/Federal Withholding

   By Guest Becky Ray, June 21, 2000
   • 3 replies
   • 2.2k views
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   • bzorc
   • June 28, 2000

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

   By Guest ElizabethH, June 20, 2000
   • 0 replies
   • 1.4k views
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   • Guest
   • June 20, 2000

8. Purchasing annuities

   By Guest llic, June 20, 2000
   • 0 replies
   • 1.2k views
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   • Guest
   • June 20, 2000

9. Starting and Stopping Minimum Distributions in a qualified plan

   By Guest blaster, June 19, 2000
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • June 20, 2000

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

    By jkharvey, June 16, 2000
    • 6 replies
    • 1.9k views
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    • Kirk Maldonado
    • June 20, 2000

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

    By chris, June 16, 2000
    • 2 replies
    • 1.6k views
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    • chris
    • June 16, 2000

12. rmd: payment of expenses

    By Guest amy darnell, June 15, 2000
    • 3 replies
    • 2.2k views
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    • Michael Devault
    • June 15, 2000

13. "Bridge" loans on plan termination

    By JWK, June 15, 2000
    • 0 replies
    • 1.5k views
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    • JWK
    • June 15, 2000

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

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

15. Seeking references/articles detailing IRS Publication 504

    By Guest [Pat M], June 12, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 12, 2000

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

    By Guest [Pat M], June 8, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 8, 2000

17. revocation of 70 1/2 election

    By k man, June 8, 2000
    • 2 replies
    • 1.3k views
    • 
    • k man
    • June 8, 2000

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

    By Guest Frank Jackson, June 8, 2000
    • 1 reply
    • 1.3k views
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    • pjkoehler
    • June 8, 2000

19. Can participant loans be forgiven?

    By pbarrett, June 5, 2000
    • 5 replies
    • 1.8k views
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    • pjkoehler
    • June 7, 2000

20. Can a partial termination be for less than a 20% reduction?

    By Richard Anderson, June 2, 2000
    • 4 replies
    • 3k views
    • 
    • Guest
    • August 4, 2009

21. Hardship withdrawal from "frozen" account

    By Guest IPound, June 2, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 2, 2000

22. Minimum Required Distribution vs. In-service withdrawal

    By Guest JWBrown, May 27, 2000
    • 1 reply
    • 1.4k views
    • 
    • bzorc
    • May 30, 2000

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

    By Guest EMC, May 25, 2000
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • May 26, 2000

24. Distributions made by Age 62 or Age 65?

    By Guest mam, May 22, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 22, 2000

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

    By John A, May 18, 2000
    • 9 replies
    • 2.1k views
    • 
    • pjkoehler
    • May 26, 2000

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

    By Guest Mike Visse, May 17, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 17, 2000

27. Cost basis of mutual funds

    By Guest Renea, May 15, 2000
    • 2 replies
    • 1.5k views
    • 
    • bzorc
    • May 16, 2000

28. Determining Cost Basis of Employer Stock

    By Guest Renea, May 15, 2000
    • 1 reply
    • 1.6k views
    • 
    • Kirk Maldonado
    • May 16, 2000

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

    By John A, May 4, 2000
    • 1 reply
    • 2.3k views
    • 
    • pjkoehler
    • May 4, 2000

30. Purchasing Life Insurance

    By Guest geewhiz, May 4, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • May 4, 2000

31. 411(d)(6) Protected Benefits

    By Guest Effie Clark, May 3, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 3, 2000

32. Good (and inexpensive) participant locator service.

    By KJohnson, May 3, 2000
    • 3 replies
    • 1.6k views
    • 
    • KJohnson
    • May 3, 2000

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

    By Guest ATTY, May 2, 2000
    • 1 reply
    • 1.5k views
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    • bzorc
    • May 3, 2000

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

    By John A, May 2, 2000
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • May 2, 2000

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

    By John A, April 28, 2000
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • May 16, 2000

36. Early loan payoff

    By Guest Melissa Winslow, April 27, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 27, 2000

37. Does anyone have a cite for a participant being able to elect more tha

    By John A, April 26, 2000
    • 3 replies
    • 1.4k views
    • 
    • M R Bernardin
    • April 27, 2000

38. What should happen with loans when participant comes out of bankruptcy

    By John A, April 21, 2000
    • 5 replies
    • 1.7k views
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    • k man
    • May 2, 2000

39. What rights do defined contribution participants in pay status have to

    By John A, April 20, 2000
    • 5 replies
    • 1.9k views
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    • M R Bernardin
    • April 27, 2000

40. Loss of Earnings...

    By Guest JasonElliott, April 17, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • April 17, 2000

41. Loans/ UCC

    By Felicia, April 14, 2000
    • 0 replies
    • 1.3k views
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    • Felicia
    • April 14, 2000

42. Direct Rollover to qualified Plan

    By BTH, April 13, 2000
    • 1 reply
    • 1.5k views
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    • Michael Devault
    • April 13, 2000

43. Tracking Payments to Retired Participants.

    By Guest, April 13, 2000
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • April 13, 2000

44. Leaves of Absence and Truth in Lending

    By Christine Roberts, April 13, 2000
    • 2 replies
    • 1.6k views
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    • M R Bernardin
    • April 13, 2000

45. Interest to terminated participant

    By Guest AEA, April 11, 2000
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • May 29, 2000

46. 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

47. Puerto Rican reporting

    By Guest, April 7, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 7, 2000

48. Rollover due to Disability

    By Christine Roberts, April 4, 2000
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • April 6, 2000

49. loans from multiple plans.

    By Guest, April 4, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 4, 2000

50. How to get withholding from distributions to IRS

    By Alan Simpson, April 3, 2000
    • 4 replies
    • 1.4k views
    • 
    • John A
    • April 7, 2000