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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,195 topics in this forum

  1. FIT submitted in error

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

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

    By John A,
    • 2 replies
    • 1.5k views

  3. IRA: Earliest Distribution

    By Guest RW,
    • 1 reply
    • 1.7k views

  4. California address for withholding?

    By John A,
    • 1 reply
    • 1.5k views

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

    By Spencer,
    • 4 replies
    • 2.5k views

  6. MRD to Spouse(benef.)

    By David,
    • 1 reply
    • 1.7k views

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

    By John A,
    • 4 replies
    • 1.7k views

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

    By KJohnson,
    • 1 reply
    • 2.3k views

  9. Terminated Participant?

    By Scuba 401,
    • 1 reply
    • 1.6k views

  10. LUMP SUM DISTRIBUTIONS AND 10-YEAR AVERAGING.

    By KJohnson,
    • 3 replies
    • 1.7k views

  11. New Loan for Former Participant?

    By Scott,
    • 2 replies
    • 1.4k views

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

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

  13. Repayment schedule

    By Scuba 401,
    • 1 reply
    • 1.5k views

  14. Taxation of accrued interest on deemed loan.

    By Guest EBC,
    • 2 replies
    • 2.7k views

  15. 401k loans

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

  16. Re-employment after distribution

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

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

    By Michael Devault,
    • 1 reply
    • 2.2k views

  18. Satisy judgement from Vested Profit Sharing?

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

  19. Rollover(s) from Multiple Plans

    By Christine Roberts,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

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

    By KJohnson,
    • 2 replies
    • 2.8k views

  21. New IRS Model 402(f) Notice?

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

  22. Plan Administer's Duty to Verify Marital Status

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

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

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

  24. Reporting Defaulted Loan on a 1099R

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

  25. Calculation of RMD

    By lkpittman,
    • 2 replies
    • 1.6k views

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

    By Guest kpmoon,
    • 1 reply
    • 1.3k views

  27. Interest on late loan payments

    By richard,
    • 0 replies
    • 1.6k views

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

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

  29. $10,000 loan minimum

    By Guest DavidB,
    • 2 replies
    • 1.7k views

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

    By John A,
    • 3 replies
    • 2k views

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

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

  32. 5500 reporting of defaulted loan deemed destributions

    By Guest Destruo,
    • 2 replies
    • 6.3k views
    • Guest
    • Guest

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

    By KJohnson,
    • 0 replies
    • 1.5k views

  34. Distributions to participants involved in criminal acts

    By Guest DavidB,
    • 7 replies
    • 2.5k views
    • Guest
    • Guest

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

    By John A,
    • 1 reply
    • 1.9k views

  36. Defined Benefit Plan - Distribution Rules

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

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

    By Guest GregSelf,
    • 10 replies
    • 2.2k views
    • Guest
    • Guest

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

    By John A,
    • 3 replies
    • 1.7k views

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

    By Guest TrustMe401k,
    • 1 reply
    • 2.2k views

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

    By John A,
    • 1 reply
    • 1.5k views

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

    By Guest,
    • 1 reply
    • 1.7k views

  42. Length of loan > NRD

    By Guest KarenLS,
    • 1 reply
    • 1.7k views

  43. Resuming MRD after termination

    By Dawn Hafner,
    • 1 reply
    • 1.7k views

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

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

  45. Withholding on non-5% owners

    By pbarrett,
    • 1 reply
    • 1.7k views

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

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

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

    By John A,
    • 5 replies
    • 2.9k views
    • Guest
    • Guest

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

    By KJohnson,
    • 3 replies
    • 3.1k views

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

    By EGB,
    • 7 replies
    • 1.9k views

  50. DEATH OF 100% OWNER PARTICIPANT

    By Guest GENE,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest
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