Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. 1099 for "make up" MRD

   By KJohnson, October 15, 1999
   • 0 replies
   • 1.4k views
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   • KJohnson
   • October 15, 1999

2. Distributions less than $200

   By John A, October 14, 1999
   • 0 replies
   • 1.6k views
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   • John A
   • October 14, 1999

3. 70 1/2 distributions

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

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

   By John A, October 8, 1999
   • 7 replies
   • 1.9k views
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   • Dave Baker
   • October 13, 1999

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

   By John A, October 11, 1999
   • 0 replies
   • 1.3k views
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   • John A
   • October 11, 1999

6. Spousal Consent for Loans

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

7. Offset loans in M/P

   By Ervin Barham, October 9, 1999
   • 0 replies
   • 1.3k views
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   • Ervin Barham
   • October 9, 1999

8. Correcting an old defaulted loan

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

9. 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
   • 1.3k views
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   • Guest
   • October 7, 1999

10. MRD notice

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

11. 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

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

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

13. Mandatory withholding correction

    By Guest ANNEBV, September 30, 1999
    • 5 replies
    • 2.5k views
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    • david rigby
    • October 1, 1999

14. RBD for 70 1/2 Distribution

    By Guest Phil L, September 23, 1999
    • 2 replies
    • 1.4k views
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    • Guest
    • September 27, 1999

15. 1099 For Beneficiary That's Foreign National

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

16. 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

17. Should employer revalue?

    By John A, September 21, 1999
    • 3 replies
    • 1.5k views
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    • Guest
    • September 22, 1999

18. Distribution Fees

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

19. Direct Rollovers Including Plan Loans

    By Guest Rob, November 25, 1998
    • 5 replies
    • 1.7k views
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    • Jean
    • September 21, 1999

20. Changing participant elections after the annuity starting date.

    By Guest Do, September 17, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • September 17, 1999

21. 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

22. Mailing Rollover Checks to Participants?

    By Spencer, September 14, 1999
    • 1 reply
    • 2k views
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    • Guest
    • September 14, 1999

23. Min Dist and Multiple Beneficiaries

    By Guest jmurph, September 13, 1999
    • 0 replies
    • 1.3k views
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    • Guest
    • September 13, 1999

24. Distribution of Trailing Contributions

    By Guest Luci, September 10, 1999
    • 1 reply
    • 6.5k views
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    • Guest
    • September 10, 1999

25. SEPP

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

26. TEFRA 242(b) Election

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

27. 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

28. Death before minimum required distribution

    By jlf, September 2, 1999
    • 2 replies
    • 1.6k views
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    • Wessex
    • September 3, 1999

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

    By jlf, August 28, 1999
    • 0 replies
    • 1.3k views
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    • jlf
    • August 28, 1999

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

    By Christine Roberts, August 26, 1999
    • 4 replies
    • 2k views
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    • Kirk Maldonado
    • August 27, 1999

31. Has anybody seen my basis?

    By Ervin Barham, August 26, 1999
    • 0 replies
    • 1.4k views
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    • Ervin Barham
    • August 26, 1999

32. Loan Rollover?

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

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

    By jlf, July 29, 1999
    • 1 reply
    • 1.5k views
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    • jlf
    • August 24, 1999

34. Benefits Questions

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

35. plan loan to family member as indirect loan

    By Guest kurt johansen, August 17, 1999
    • 7 replies
    • 1.9k views
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    • Guest
    • August 19, 1999

36. Conversion from C to S Corp.

    By Guest, August 18, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • August 18, 1999

37. Applying Loan Repayments to Sources

    By Guest Ken_Systems, August 17, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • August 17, 1999

38. Assuming a plan allows loans to be repaid over 5 years, what is the re

    By Guest SAG, July 28, 1999
    • 8 replies
    • 1.7k views
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    • MWeddell
    • August 13, 1999

39. Distribution on Plan Termination including after-tax contributions

    By Guest Mike A, August 3, 1999
    • 2 replies
    • 1.7k views
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    • Guest
    • August 12, 1999

40. 8-11-99 "How Much Can You Afford to Spend" by: Scott Burns

    By jlf, August 11, 1999
    • 0 replies
    • 1.3k views
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    • jlf
    • August 11, 1999

41. Taxation of Distributions for American Indians

    By Guest AOlson, July 29, 1999
    • 2 replies
    • 1.4k views
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    • Guest
    • July 30, 1999

42. AP story on "Lost Participants"

    By Guest gself, July 22, 1999
    • 5 replies
    • 1.7k views
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    • Guest
    • July 29, 1999

43. Multiple Hardship Distributions in a 12 month period

    By Guest AOlson, July 28, 1999
    • 2 replies
    • 2.2k views
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    • Guest
    • July 28, 1999

44. Return of over-distribution

    By Guest Bill, July 22, 1999
    • 1 reply
    • 1.6k views
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    • Guest
    • July 26, 1999

45. Minimimum Distribution Requirements - IRA and 403b

    By richard, July 23, 1999
    • 1 reply
    • 1.5k views
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    • Tom Poje
    • July 23, 1999

46. Elimination of 1099 Distribution Codes B and C

    By Guest BillRupp, July 22, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • July 22, 1999

47. Are 401(k) Assets Distributable in these Transactions?

    By Guest pep, June 29, 1999
    • 1 reply
    • 1.5k views
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    • Guest
    • July 10, 1999

48. Rollovers as Hardship Distributions

    By Guest William Lehman, June 9, 1999
    • 8 replies
    • 2.9k views
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    • jlf
    • June 29, 1999

49. Are RMD's required for rollover money into new plan

    By Alan Simpson, June 25, 1999
    • 3 replies
    • 1.7k views
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    • Guest
    • June 28, 1999

50. When to measure $5,000 cash-out

    By Guest WBrown, June 21, 1999
    • 3 replies
    • 1.8k views
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    • Ervin Barham
    • June 23, 1999