Distributions and Loans, Other than QDROs

4,177 topics in this forum

1. Rollover(s) from Multiple Plans

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

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

   By KJohnson, January 26, 2000
   • 2 replies
   • 2.7k views
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   • KJohnson
   • January 26, 2000

3. New IRS Model 402(f) Notice?

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

4. Plan Administer's Duty to Verify Marital Status

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

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

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

6. Reporting Defaulted Loan on a 1099R

   By Guest KSS, January 18, 2000
   • 3 replies
   • 1.6k views
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   • Guest
   • January 19, 2000

7. Calculation of RMD

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

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

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

9. Interest on late loan payments

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

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

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

11. $10,000 loan minimum

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

12. 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
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    • Fredman
    • January 7, 2000

13. 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
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    • Guest
    • January 6, 2000

14. 5500 reporting of defaulted loan deemed destributions

    By Guest Destruo, December 21, 1999
    • 2 replies
    • 6.1k views
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    • Guest
    • January 4, 2000

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

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

16. Distributions to participants involved in criminal acts

    By Guest DavidB, December 27, 1999
    • 7 replies
    • 2.4k views
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    • Guest
    • December 30, 1999

17. What are risks in not following "deemed distribution" rules?

    By John A, December 21, 1999
    • 1 reply
    • 1.9k views
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    • QDROphile
    • December 23, 1999

18. Defined Benefit Plan - Distribution Rules

    By Guest slt, December 20, 1999
    • 6 replies
    • 3.1k views
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    • Guest
    • December 21, 1999

19. Can this participant borrow $50,000 by taking 2 loans 1 day apart inst

    By Guest GregSelf, December 16, 1999
    • 10 replies
    • 2.1k views
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    • Guest
    • December 20, 1999

20. Does 50% excise tax apply in this case?

    By John A, December 14, 1999
    • 3 replies
    • 1.6k views
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    • david shipp
    • December 17, 1999

21. Money Purchase Plan Terminating.. Can they force out participant balan

    By Guest TrustMe401k, December 14, 1999
    • 1 reply
    • 2.1k views
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    • Wessex
    • December 15, 1999

22. How is the maximum loan amount calculated when there is more than one

    By John A, December 14, 1999
    • 1 reply
    • 1.4k views
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    • Dawn Hafner
    • December 14, 1999

23. Loan to 5% Owner in S-Corp.

    By Guest, December 10, 1999
    • 1 reply
    • 1.5k views
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    • QDROphile
    • December 10, 1999

24. Length of loan > NRD

    By Guest KarenLS, December 9, 1999
    • 1 reply
    • 1.7k views
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    • Kirk Maldonado
    • December 9, 1999

25. Resuming MRD after termination

    By Dawn Hafner, December 9, 1999
    • 1 reply
    • 1.5k views
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    • bzorc
    • December 9, 1999

26. Minimum distributions- is the default election to defer MRD if no elec

    By Guest William Lehman, December 7, 1999
    • 2 replies
    • 1.5k views
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    • Guest
    • December 8, 1999

27. Withholding on non-5% owners

    By pbarrett, December 8, 1999
    • 1 reply
    • 1.5k views
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    • Dave Baker
    • December 8, 1999

28. RMD With an IRA and a 401(k) Account

    By Guest MFuentes, December 6, 1999
    • 0 replies
    • 1.8k views
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    • Guest
    • December 6, 1999

29. RMD started with no election, can method now change?

    By John A, December 2, 1999
    • 5 replies
    • 2.7k views
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    • Guest
    • December 3, 1999

30. TEFRA 242(b)(2) Election and Rollovers

    By KJohnson, December 1, 1999
    • 3 replies
    • 3k views
    • 
    • KJohnson
    • December 2, 1999

31. Participant elects rollover but dies b4 payment; plan's beneficiary de

    By EGB, November 30, 1999
    • 7 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • December 2, 1999

32. DEATH OF 100% OWNER PARTICIPANT

    By Guest GENE, December 2, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • December 2, 1999

33. Can the beneficiary (the spouse) get Net Unrealized Appreciation tax t

    By Guest jason, December 1, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • December 1, 1999

34. Taxation of non-periodic payments after the Annuity Start Date

    By Guest Bob Collins, November 24, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • November 30, 1999

35. Interest rate charged on loans

    By Guest Sara H, November 24, 1999
    • 3 replies
    • 1.6k views
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    • MWeddell
    • November 26, 1999

36. Convert from PC to LLC

    By eilano, November 17, 1999
    • 1 reply
    • 2.1k views
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    • davef
    • November 19, 1999

37. When reporting defaulted loans to the IRS do you include interest to t

    By Guest Donna Lee, November 17, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 17, 1999

38. Post-Secondary Education

    By Guest slt, November 1, 1999
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • November 16, 1999

39. If a participant in a 401(k) plan terminates at age 60 with an account

    By Guest TWR, November 15, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 16, 1999

40. Distribution to 401(k) participant who will terminate employment and b

    By John A, November 12, 1999
    • 1 reply
    • 2.5k views
    • 
    • QDROphile
    • November 12, 1999

41. Beneficiaries for Survivor Annuities

    By Guest wwest, November 10, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • November 10, 1999

42. Participant divorces but does not take ex-spouse off of beneficiary de

    By JWK, November 3, 1999
    • 3 replies
    • 1.6k views
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    • JWK
    • November 8, 1999

43. Loan to HCE

    By SMB, November 6, 1999
    • 0 replies
    • 1.5k views
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    • SMB
    • November 6, 1999

44. Beneficiaries when change from QPSA to QJSA

    By Guest wwest, November 3, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • November 3, 1999

45. Qualified Preretirement Survivor: 2nd Spouse

    By Guest wwest, November 3, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 3, 1999

46. Should the value of individual insurance policies held by a participan

    By John A, November 1, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 1, 1999

47. Reporting Hardship Distribution on 1099-R after 12/31/99

    By Guest ralar, October 28, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • October 28, 1999

48. Loans when going from S Corp to C Corp

    By Guest Tamra, October 25, 1999
    • 1 reply
    • 1.4k views
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    • davef
    • October 27, 1999

49. Stoppng payroll deduction loan repayment

    By Guest, October 22, 1999
    • 5 replies
    • 1.8k views
    • 
    • MoJo
    • October 26, 1999

50. Withholding on Distributions to Nonresident Aliens

    By chris, October 21, 1999
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • October 25, 1999