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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,167 topics in this forum

  1. $10,000 loan minimum

    By Guest DavidB,
    • 2 replies
    • 1.5k views

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

    By John A,
    • 3 replies
    • 1.8k views

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

    By John A,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  4. 5500 reporting of defaulted loan deemed destributions

    By Guest Destruo,
    • 2 replies
    • 6k views
    • Guest
    • Guest

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

    By KJohnson,
    • 0 replies
    • 1.4k views

  6. Distributions to participants involved in criminal acts

    By Guest DavidB,
    • 7 replies
    • 2.3k views
    • Guest
    • Guest

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

    By John A,
    • 1 reply
    • 1.8k views

  8. Defined Benefit Plan - Distribution Rules

    By Guest slt,
    • 6 replies
    • 3.1k views
    • Guest
    • Guest

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

    By Guest GregSelf,
    • 10 replies
    • 2.1k views
    • Guest
    • Guest

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

    By John A,
    • 3 replies
    • 1.5k views

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

    By Guest TrustMe401k,
    • 1 reply
    • 2k views

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

    By John A,
    • 1 reply
    • 1.4k views

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

    By Guest,
    • 1 reply
    • 1.5k views

  14. Length of loan > NRD

    By Guest KarenLS,
    • 1 reply
    • 1.7k views

  15. Resuming MRD after termination

    By Dawn Hafner,
    • 1 reply
    • 1.5k views

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

    By Guest William Lehman,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  17. Withholding on non-5% owners

    By pbarrett,
    • 1 reply
    • 1.5k views

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

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

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

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

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

    By KJohnson,
    • 3 replies
    • 3k views

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

    By EGB,
    • 7 replies
    • 1.7k views

  22. DEATH OF 100% OWNER PARTICIPANT

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

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

    By Guest jason,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

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

    By Guest Bob Collins,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  25. Interest rate charged on loans

    By Guest Sara H,
    • 3 replies
    • 1.6k views

  26. Convert from PC to LLC

    By eilano,
    • 1 reply
    • 2k views

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

    By Guest Donna Lee,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  28. Post-Secondary Education

    By Guest slt,
    • 2 replies
    • 2.3k views
    • Guest
    • Guest

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

    By Guest TWR,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

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

    By John A,
    • 1 reply
    • 2.4k views

  31. Beneficiaries for Survivor Annuities

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

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

    By JWK,
    • 3 replies
    • 1.6k views
    • JWK
    • JWK

  33. Loan to HCE

    By SMB,
    • 0 replies
    • 1.4k views
    • SMB
    • SMB

  34. Beneficiaries when change from QPSA to QJSA

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

  35. Qualified Preretirement Survivor: 2nd Spouse

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

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

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

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

    By Guest ralar,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  38. Loans when going from S Corp to C Corp

    By Guest Tamra,
    • 1 reply
    • 1.4k views

  39. Stoppng payroll deduction loan repayment

    By Guest,
    • 5 replies
    • 1.8k views

  40. Withholding on Distributions to Nonresident Aliens

    By chris,
    • 5 replies
    • 2.3k views
    • Guest
    • Guest

  41. Hardship distribution for 2nd residence

    By Guest SAG,
    • 4 replies
    • 1.7k views
    • Guest
    • Guest

  42. Loans from Retirement Plans and State Laws

    By Guest DennisT,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  43. loan and hardship at same time

    By Guest mam,
    • 6 replies
    • 2k views

  44. Incarcerated Beneficiary - Help!

    By Guest cdevald,
    • 4 replies
    • 7.9k views

  45. Eligible Rollovers or Plan to Plan Transfers to a Governmental Plan?

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

  46. 1099 for "make up" MRD

    By KJohnson,
    • 0 replies
    • 1.4k views

  47. Distributions less than $200

    By John A,
    • 0 replies
    • 1.6k views

  48. 70 1/2 distributions

    By Guest MaryLou,
    • 3 replies
    • 1.5k views
    • Alf
    • Alf

  49. Spousal consent, cash-out limit, DC plan sources

    By John A,
    • 7 replies
    • 1.9k views

  50. Converting loan under old rules to loan under current rules?

    By John A,
    • 0 replies
    • 1.3k views
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