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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,188 topics in this forum

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

    By KJohnson,
    • 1 reply
    • 2.2k views

  2. Terminated Participant?

    By Scuba 401,
    • 1 reply
    • 1.5k views

  3. LUMP SUM DISTRIBUTIONS AND 10-YEAR AVERAGING.

    By KJohnson,
    • 3 replies
    • 1.6k views

  4. New Loan for Former Participant?

    By Scott,
    • 2 replies
    • 1.3k views

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

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

  6. Repayment schedule

    By Scuba 401,
    • 1 reply
    • 1.4k views

  7. Taxation of accrued interest on deemed loan.

    By Guest EBC,
    • 2 replies
    • 2.6k views

  8. 401k loans

    By Guest lcoop,
    • 8 replies
    • 1.7k views
    • Guest
    • Guest

  9. Re-employment after distribution

    By Guest Robert Lees,
    • 1 reply
    • 1.5k views

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

    By Michael Devault,
    • 1 reply
    • 2.1k views

  11. Satisy judgement from Vested Profit Sharing?

    By Guest Peg H,
    • 1 reply
    • 1.4k views

  12. Rollover(s) from Multiple Plans

    By Christine Roberts,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

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

    By KJohnson,
    • 2 replies
    • 2.7k views

  14. New IRS Model 402(f) Notice?

    By Guest Ben,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  15. Plan Administer's Duty to Verify Marital Status

    By Guest wwest,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

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

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

  17. Reporting Defaulted Loan on a 1099R

    By Guest KSS,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  18. Calculation of RMD

    By lkpittman,
    • 2 replies
    • 1.5k views

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

    By Guest kpmoon,
    • 1 reply
    • 1.3k views

  20. Interest on late loan payments

    By richard,
    • 0 replies
    • 1.5k views

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

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

  22. $10,000 loan minimum

    By Guest DavidB,
    • 2 replies
    • 1.6k views

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

    By John A,
    • 3 replies
    • 1.8k views

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

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

  25. 5500 reporting of defaulted loan deemed destributions

    By Guest Destruo,
    • 2 replies
    • 6.1k views
    • Guest
    • Guest

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

    By KJohnson,
    • 0 replies
    • 1.4k views

  27. Distributions to participants involved in criminal acts

    By Guest DavidB,
    • 7 replies
    • 2.4k views
    • Guest
    • Guest

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

    By John A,
    • 1 reply
    • 1.9k views

  29. Defined Benefit Plan - Distribution Rules

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

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

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

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

    By John A,
    • 3 replies
    • 1.6k views

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

    By Guest TrustMe401k,
    • 1 reply
    • 2.1k views

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

    By John A,
    • 1 reply
    • 1.4k views

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

    By Guest,
    • 1 reply
    • 1.6k views

  35. Length of loan > NRD

    By Guest KarenLS,
    • 1 reply
    • 1.7k views

  36. Resuming MRD after termination

    By Dawn Hafner,
    • 1 reply
    • 1.6k views

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

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

  38. Withholding on non-5% owners

    By pbarrett,
    • 1 reply
    • 1.6k views

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

    By Guest MFuentes,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

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

    By John A,
    • 5 replies
    • 2.8k views
    • Guest
    • Guest

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

    By KJohnson,
    • 3 replies
    • 3k views

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

    By EGB,
    • 7 replies
    • 1.8k views

  43. DEATH OF 100% OWNER PARTICIPANT

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

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

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

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

    By Guest Bob Collins,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  46. Interest rate charged on loans

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

  47. Convert from PC to LLC

    By eilano,
    • 1 reply
    • 2.1k views

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

    By Guest Donna Lee,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  49. Post-Secondary Education

    By Guest slt,
    • 2 replies
    • 2.4k views
    • Guest
    • Guest

  50. 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
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