Distributions and Loans, Other than QDROs

4,177 topics in this forum

1. Distributions made by Age 62 or Age 65?

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

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

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

3. Cost basis of mutual funds

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

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

   By John A, April 28, 2000
   • 7 replies
   • 2.8k views
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   • Guest
   • May 16, 2000

5. Determining Cost Basis of Employer Stock

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

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

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

7. Purchasing Life Insurance

   By Guest geewhiz, May 4, 2000
   • 1 reply
   • 1.4k views
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   • Guest
   • May 4, 2000

8. 411(d)(6) Protected Benefits

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

9. Good (and inexpensive) participant locator service.

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

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

    By Guest ATTY, May 2, 2000
    • 1 reply
    • 1.6k views
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    • bzorc
    • May 3, 2000

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

    By John A, May 2, 2000
    • 1 reply
    • 1.3k views
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    • david rigby
    • May 2, 2000

12. 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

13. 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
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    • M R Bernardin
    • April 27, 2000

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

    By John A, April 20, 2000
    • 5 replies
    • 2k views
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    • M R Bernardin
    • April 27, 2000

15. Early loan payoff

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

16. Loss of Earnings...

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

17. Loans/ UCC

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

18. Tracking Payments to Retired Participants.

    By Guest, April 13, 2000
    • 1 reply
    • 1.3k views
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    • Guest
    • April 13, 2000

19. Direct Rollover to qualified Plan

    By BTH, April 13, 2000
    • 1 reply
    • 1.6k views
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    • Michael Devault
    • April 13, 2000

20. 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

21. Puerto Rican reporting

    By Guest, April 7, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • April 7, 2000

22. How to get withholding from distributions to IRS

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

23. Does rollover of KEOGH to conduit IRA eliminate 10 year averaging opti

    By Guest Joe Twidwell, March 29, 2000
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • April 7, 2000

24. Rollover due to Disability

    By Christine Roberts, April 4, 2000
    • 3 replies
    • 1.8k views
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    • Guest
    • April 6, 2000

25. loans from multiple plans.

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

26. Participant Bankruptcy

    By k man, March 30, 2000
    • 1 reply
    • 1.3k views
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    • Guest
    • April 3, 2000

27. Force Out Upon Plan Termination?

    By Alonzo, March 22, 2000
    • 3 replies
    • 3.8k views
    • 
    • Alan Simpson
    • March 23, 2000

28. 401(k) Loan - Borrow PRE or POST tax money?

    By John Olsen, March 12, 2000
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • March 20, 2000

29. Rollover of of amounts subsequent to turning 70 1/2

    By Guest Jae, March 14, 2000
    • 1 reply
    • 1.3k views
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    • Guest
    • March 16, 2000

30. Penalties for Rollovers?

    By Guest KOlsen, March 15, 2000
    • 2 replies
    • 1.4k views
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    • Guest
    • March 15, 2000

31. I need a Primer on taxation of defaulted loans.

    By Guest PLHart, March 10, 2000
    • 1 reply
    • 1.4k views
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    • Michael Devault
    • March 11, 2000

32. Tax Notice at time of distribution from 401(k)?

    By Guest Kennedy, March 10, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 10, 2000

33. FIT submitted in error

    By Guest GregSelf, March 8, 2000
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 10, 2000

34. What controls and who does plan pay when plan participant and wife die

    By John A, March 6, 2000
    • 2 replies
    • 1.4k views
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    • Michael Devault
    • March 6, 2000

35. IRA: Earliest Distribution

    By Guest RW, March 6, 2000
    • 1 reply
    • 1.6k views
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    • Michael Devault
    • March 6, 2000

36. California address for withholding?

    By John A, March 2, 2000
    • 1 reply
    • 1.4k views
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    • Kirk Maldonado
    • March 3, 2000

37. What happens to unpaid loan previously taxed as deemed distribution?

    By Spencer, March 1, 2000
    • 4 replies
    • 2.4k views
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    • Fredman
    • March 2, 2000

38. MRD to Spouse(benef.)

    By David, March 1, 2000
    • 1 reply
    • 1.5k views
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    • Michael Devault
    • March 2, 2000

39. Can a change in loan policy or plan document loan provisions apply to

    By John A, February 28, 2000
    • 4 replies
    • 1.6k views
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    • Kirk Maldonado
    • February 29, 2000

40. are hardship distributions protected under 411(d)(6)?

    By KJohnson, February 28, 2000
    • 1 reply
    • 2.1k views
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    • Scuba 401
    • February 28, 2000

41. Terminated Participant?

    By Scuba 401, February 23, 2000
    • 1 reply
    • 1.5k views
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    • david rigby
    • February 24, 2000

42. LUMP SUM DISTRIBUTIONS AND 10-YEAR AVERAGING.

    By KJohnson, February 23, 2000
    • 3 replies
    • 1.6k views
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    • KJohnson
    • February 23, 2000

43. New Loan for Former Participant?

    By Scott, February 11, 2000
    • 2 replies
    • 1.3k views
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    • david rigby
    • February 16, 2000

44. Is beneficiary designation from pre-spinoff plan valid for determining

    By Guest Thom Heaney Jr, February 11, 2000
    • 0 replies
    • 1.9k views
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    • Guest
    • February 11, 2000

45. Repayment schedule

    By Scuba 401, February 10, 2000
    • 1 reply
    • 1.4k views
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    • Michael Devault
    • February 10, 2000

46. Taxation of accrued interest on deemed loan.

    By Guest EBC, February 3, 2000
    • 2 replies
    • 2.5k views
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    • KJohnson
    • February 8, 2000

47. 401k loans

    By Guest lcoop, January 31, 2000
    • 8 replies
    • 1.6k views
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    • Guest
    • February 2, 2000

48. Re-employment after distribution

    By Guest Robert Lees, January 29, 2000
    • 1 reply
    • 1.5k views
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    • bzorc
    • February 1, 2000

49. How is life expectancy determined for purposes of calculating maximum

    By Michael Devault, January 31, 2000
    • 1 reply
    • 2k views
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    • John A
    • January 31, 2000

50. Satisy judgement from Vested Profit Sharing?

    By Guest Peg H, January 28, 2000
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • January 29, 2000