Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Interest to terminated participant

   By Guest AEA, April 11, 2000
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • May 29, 2000

2. When has an owner terminated employment for purposes of being entitled

   By John A, April 10, 2000
   • 3 replies
   • 1.6k views
   • 
   • david rigby
   • October 25, 2000

3. Puerto Rican reporting

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

4. Rollover due to Disability

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

5. loans from multiple plans.

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

6. How to get withholding from distributions to IRS

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

7. Participant Bankruptcy

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

8. 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

9. Force Out Upon Plan Termination?

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

10. Penalties for Rollovers?

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

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

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

12. 401(k) Loan - Borrow PRE or POST tax money?

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

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

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

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

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

15. FIT submitted in error

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

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

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

17. IRA: Earliest Distribution

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

18. Required Minimum Distribution for 5-percent Owner????

    By Guest RMM, March 3, 2000
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • December 3, 2002

19. California address for withholding?

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

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

    By Spencer, March 1, 2000
    • 4 replies
    • 2.3k views
    • 
    • Fredman
    • March 2, 2000

21. MRD to Spouse(benef.)

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

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

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

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

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

24. Terminated Participant?

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

25. LUMP SUM DISTRIBUTIONS AND 10-YEAR AVERAGING.

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

26. New Loan for Former Participant?

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

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

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

28. Repayment schedule

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

29. Taxation of accrued interest on deemed loan.

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

30. 401k loans

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

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

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

32. Re-employment after distribution

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

33. Satisy judgement from Vested Profit Sharing?

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

34. Rollover(s) from Multiple Plans

    By Christine Roberts, January 26, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 28, 2000

35. Federal Tax Liens: Does a Federal Tax Lien attach to a participant's

    By KJohnson, January 26, 2000
    • 2 replies
    • 2.6k views
    • 
    • KJohnson
    • January 26, 2000

36. Plan Administer's Duty to Verify Marital Status

    By Guest wwest, January 24, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 24, 2000

37. New IRS Model 402(f) Notice?

    By Guest Ben, January 20, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 25, 2000

38. RMD calculated using spouse even if spouse not the beneficiary?

    By John A, January 20, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 20, 2000

39. Reporting Defaulted Loan on a 1099R

    By Guest KSS, January 18, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 19, 2000

40. Calculation of RMD

    By lkpittman, January 18, 2000
    • 2 replies
    • 1.5k views
    • 
    • lkpittman
    • January 18, 2000

41. Interest on late loan payments

    By richard, January 13, 2000
    • 0 replies
    • 1.5k views
    • 
    • richard
    • January 13, 2000

42. Is educational Info distributed to employees regarding plan features b

    By Guest kpmoon, January 13, 2000
    • 1 reply
    • 1.2k views
    • 
    • Ervin Barham
    • January 14, 2000

43. Where a participant owns part of the primary residence the participant

    By John A, January 12, 2000
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • February 11, 2003

44. In-service dist. from money p.plan

    By Guest Keenan, January 10, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 10, 2000

45. Is Trustee Required to Report Home Loan Interest?

    By Guest Phil L, January 9, 2000
    • 5 replies
    • 1.9k views
    • 
    • masteff
    • February 3, 2016

46. $10,000 loan minimum

    By Guest DavidB, January 6, 2000
    • 2 replies
    • 1.5k views
    • 
    • bzorc
    • January 7, 2000

47. Is any portion of a lump sum paid prior to the Required Beginning Date

    By John A, January 6, 2000
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 6, 2000

48. Is it o.k. to destroy the check and what about withholding in this sit

    By John A, January 6, 2000
    • 3 replies
    • 1.8k views
    • 
    • Fredman
    • January 7, 2000

49. Rollover after beginning age 70 1/2 distributions not mandataed by 401

    By KJohnson, December 31, 1999
    • 0 replies
    • 1.4k views
    • 
    • KJohnson
    • December 31, 1999

50. Distributions to participants involved in criminal acts

    By Guest DavidB, December 27, 1999
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • December 30, 1999