Distributions and Loans, Other than QDROs

4,188 topics in this forum

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

   By John A, November 12, 1999
   • 1 reply
   • 2.6k views
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   • QDROphile
   • November 12, 1999

2. Beneficiaries for Survivor Annuities

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

3. 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

4. Loan to HCE

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

5. 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

6. Qualified Preretirement Survivor: 2nd Spouse

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

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

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

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

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

9. 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

10. Stoppng payroll deduction loan repayment

    By Guest, October 22, 1999
    • 5 replies
    • 1.9k views
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    • MoJo
    • October 26, 1999

11. Withholding on Distributions to Nonresident Aliens

    By chris, October 21, 1999
    • 5 replies
    • 2.4k views
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    • Guest
    • October 25, 1999

12. Hardship distribution for 2nd residence

    By Guest SAG, October 13, 1999
    • 4 replies
    • 1.8k views
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    • Guest
    • October 25, 1999

13. Loans from Retirement Plans and State Laws

    By Guest DennisT, October 22, 1999
    • 1 reply
    • 1.5k views
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    • Guest
    • October 25, 1999

14. loan and hardship at same time

    By Guest mam, October 21, 1999
    • 6 replies
    • 2.1k views
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    • MWeddell
    • October 25, 1999

15. Incarcerated Beneficiary - Help!

    By Guest cdevald, October 20, 1999
    • 4 replies
    • 8.2k views
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    • Bruce Steiner
    • October 25, 1999

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

    By Guest slt, October 20, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • October 20, 1999

17. 1099 for "make up" MRD

    By KJohnson, October 15, 1999
    • 0 replies
    • 1.5k views
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    • KJohnson
    • October 15, 1999

18. Distributions less than $200

    By John A, October 14, 1999
    • 0 replies
    • 1.7k views
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    • John A
    • October 14, 1999

19. 70 1/2 distributions

    By Guest MaryLou, October 10, 1999
    • 3 replies
    • 1.5k views
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    • Alf
    • October 14, 1999

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

    By John A, October 8, 1999
    • 7 replies
    • 2k views
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    • Dave Baker
    • October 13, 1999

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

    By John A, October 11, 1999
    • 0 replies
    • 1.4k views
    • 
    • John A
    • October 11, 1999

22. Spousal Consent for Loans

    By Lynn Campbell, October 6, 1999
    • 2 replies
    • 1.5k views
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    • MWeddell
    • October 11, 1999

23. Offset loans in M/P

    By Ervin Barham, October 9, 1999
    • 0 replies
    • 1.4k views
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    • Ervin Barham
    • October 9, 1999

24. Correcting an old defaulted loan

    By John A, October 7, 1999
    • 1 reply
    • 1.4k views
    • 
    • John A
    • October 7, 1999

25. If a participant has a portion of his balance that was deposited on hi

    By Guest Patrick J. De Craene, October 7, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • October 7, 1999

26. MRD notice

    By Guest Alison Putnam, October 5, 1999
    • 0 replies
    • 1.6k views
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    • Guest
    • October 5, 1999

27. Distribution of employer stock and 10-year averaging

    By Guest Steve Palmer, September 30, 1999
    • 1 reply
    • 1.4k views
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    • Guest
    • October 2, 1999

28. Any problems with a take-now-or-wait provision?

    By John A, September 23, 1999
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • October 1, 1999

29. Mandatory withholding correction

    By Guest ANNEBV, September 30, 1999
    • 5 replies
    • 2.6k views
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    • david rigby
    • October 1, 1999

30. RBD for 70 1/2 Distribution

    By Guest Phil L, September 23, 1999
    • 2 replies
    • 1.5k views
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    • Guest
    • September 27, 1999

31. 1099 For Beneficiary That's Foreign National

    By Guest MFuentes, September 23, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 1999

32. 70 1/2 MRD-Communication to Participants - Samples

    By Guest Laura Heinrich, September 20, 1999
    • 1 reply
    • 1.6k views
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    • Guest
    • September 23, 1999

33. Should employer revalue?

    By John A, September 21, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 22, 1999

34. Distribution Fees

    By Guest gpg, September 20, 1999
    • 3 replies
    • 1.7k views
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    • Guest
    • September 21, 1999

35. Direct Rollovers Including Plan Loans

    By Guest Rob, November 25, 1998
    • 5 replies
    • 1.8k views
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    • Jean
    • September 21, 1999

36. Changing participant elections after the annuity starting date.

    By Guest Do, September 17, 1999
    • 0 replies
    • 1.6k views
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    • Guest
    • September 17, 1999

37. 401(k) loans to employees of non-US sub

    By Guest Chris O'Daniel, September 15, 1999
    • 0 replies
    • 1.3k views
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    • Guest
    • September 15, 1999

38. Mailing Rollover Checks to Participants?

    By Spencer, September 14, 1999
    • 1 reply
    • 2.2k views
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    • Guest
    • September 14, 1999

39. Min Dist and Multiple Beneficiaries

    By Guest jmurph, September 13, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • September 13, 1999

40. Distribution of Trailing Contributions

    By Guest Luci, September 10, 1999
    • 1 reply
    • 6.7k views
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    • Guest
    • September 10, 1999

41. SEPP

    By Guest danmar, September 10, 1999
    • 1 reply
    • 1.4k views
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    • Guest
    • September 10, 1999

42. TEFRA 242(b) Election

    By Guest chg, September 3, 1999
    • 2 replies
    • 2.3k views
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    • Guest
    • September 7, 1999

43. NUA election--can basis be rolled in kind???

    By Guest danmar, September 2, 1999
    • 2 replies
    • 3.5k views
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    • Guest
    • September 7, 1999

44. Death before minimum required distribution

    By jlf, September 2, 1999
    • 2 replies
    • 1.7k views
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    • Wessex
    • September 3, 1999

45. TRIGGERING EVENTS FOR ROLLOVERS? THAT IS THE QUESTION!!

    By jlf, August 28, 1999
    • 0 replies
    • 1.4k views
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    • jlf
    • August 28, 1999

46. QDRO Distributions/401(a)(9)

    By Christine Roberts, August 26, 1999
    • 4 replies
    • 2.1k views
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    • Kirk Maldonado
    • August 27, 1999

47. Has anybody seen my basis?

    By Ervin Barham, August 26, 1999
    • 0 replies
    • 1.5k views
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    • Ervin Barham
    • August 26, 1999

48. Loan Rollover?

    By Guest J Samuelson, August 25, 1999
    • 1 reply
    • 1.5k views
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    • Dowist
    • August 25, 1999

49. "WHEN $2MILLION IS NOT ENOUGH" by: SCOTT BURNS

    By jlf, July 29, 1999
    • 1 reply
    • 1.6k views
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    • jlf
    • August 24, 1999

50. Benefits Questions

    By Guest Linda Valenta, August 23, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 23, 1999