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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,199 topics in this forum

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

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

  2. Penalties for Rollovers?

    By Guest KOlsen,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

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

    By Guest PLHart,
    • 1 reply
    • 1.6k views

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

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

  5. FIT submitted in error

    By Guest GregSelf,
    • 3 replies
    • 1.4k views
    • Guest
    • Guest

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

    By John A,
    • 2 replies
    • 1.5k views

  7. IRA: Earliest Distribution

    By Guest RW,
    • 1 reply
    • 1.7k views

  8. California address for withholding?

    By John A,
    • 1 reply
    • 1.5k views

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

    By Spencer,
    • 4 replies
    • 2.6k views

  10. MRD to Spouse(benef.)

    By David,
    • 1 reply
    • 1.7k views

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

    By John A,
    • 4 replies
    • 1.8k views

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

    By KJohnson,
    • 1 reply
    • 2.3k views

  13. Terminated Participant?

    By Scuba 401,
    • 1 reply
    • 1.7k views

  14. LUMP SUM DISTRIBUTIONS AND 10-YEAR AVERAGING.

    By KJohnson,
    • 3 replies
    • 1.7k views

  15. New Loan for Former Participant?

    By Scott,
    • 2 replies
    • 1.5k views

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

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

  17. Repayment schedule

    By Scuba 401,
    • 1 reply
    • 1.5k views

  18. Taxation of accrued interest on deemed loan.

    By Guest EBC,
    • 2 replies
    • 2.7k views

  19. 401k loans

    By Guest lcoop,
    • 8 replies
    • 1.8k views
    • Guest
    • Guest

  20. Re-employment after distribution

    By Guest Robert Lees,
    • 1 reply
    • 1.7k views

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

    By Michael Devault,
    • 1 reply
    • 2.2k views

  22. Satisy judgement from Vested Profit Sharing?

    By Guest Peg H,
    • 1 reply
    • 1.5k views

  23. Rollover(s) from Multiple Plans

    By Christine Roberts,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

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

    By KJohnson,
    • 2 replies
    • 2.8k views

  25. New IRS Model 402(f) Notice?

    By Guest Ben,
    • 2 replies
    • 2.1k views
    • Guest
    • Guest

  26. Plan Administer's Duty to Verify Marital Status

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

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

    By John A,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  28. Reporting Defaulted Loan on a 1099R

    By Guest KSS,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  29. Calculation of RMD

    By lkpittman,
    • 2 replies
    • 1.6k views

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

    By Guest kpmoon,
    • 1 reply
    • 1.3k views

  31. Interest on late loan payments

    By richard,
    • 0 replies
    • 1.7k views

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

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

  33. $10,000 loan minimum

    By Guest DavidB,
    • 2 replies
    • 1.7k views

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

    By John A,
    • 3 replies
    • 2k views

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

    By John A,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  36. 5500 reporting of defaulted loan deemed destributions

    By Guest Destruo,
    • 2 replies
    • 6.4k views
    • Guest
    • Guest

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

    By KJohnson,
    • 0 replies
    • 1.5k views

  38. Distributions to participants involved in criminal acts

    By Guest DavidB,
    • 7 replies
    • 2.6k views
    • Guest
    • Guest

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

    By John A,
    • 1 reply
    • 2k views

  40. Defined Benefit Plan - Distribution Rules

    By Guest slt,
    • 6 replies
    • 3.3k views
    • Guest
    • Guest

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

    By Guest GregSelf,
    • 10 replies
    • 2.3k views
    • Guest
    • Guest

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

    By John A,
    • 3 replies
    • 1.8k views

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

    By Guest TrustMe401k,
    • 1 reply
    • 2.2k views

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

    By John A,
    • 1 reply
    • 1.5k views

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

    By Guest,
    • 1 reply
    • 1.7k views

  46. Length of loan > NRD

    By Guest KarenLS,
    • 1 reply
    • 1.8k views

  47. Resuming MRD after termination

    By Dawn Hafner,
    • 1 reply
    • 1.7k views

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

    By Guest William Lehman,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  49. Withholding on non-5% owners

    By pbarrett,
    • 1 reply
    • 1.8k views

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

    By Guest MFuentes,
    • 0 replies
    • 2k views
    • Guest
    • Guest
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