Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Distribution of employer stock and 10-year averaging

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

2. Mandatory withholding correction

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

3. 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

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

   By John A, September 23, 1999
   • 2 replies
   • 1.3k views
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   • Kirk Maldonado
   • October 1, 1999

5. 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

6. Should employer revalue?

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

7. Deposit of IRS withholding

   By Guest dlm, September 21, 1999
   • 4 replies
   • 1.7k views
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   • Lynn Campbell
   • March 8, 2001

8. 70 1/2 MRD-Communication to Participants - Samples

   By Guest Laura Heinrich, September 20, 1999
   • 1 reply
   • 1.5k views
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   • Guest
   • September 23, 1999

9. Distribution Fees

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

10. 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

11. 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

12. Mailing Rollover Checks to Participants?

    By Spencer, September 14, 1999
    • 1 reply
    • 1.9k views
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    • Guest
    • September 14, 1999

13. Min Dist and Multiple Beneficiaries

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

14. Distribution of Trailing Contributions

    By Guest Luci, September 10, 1999
    • 1 reply
    • 6.4k views
    • 
    • Guest
    • September 10, 1999

15. SEPP

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

16. TEFRA 242(b) Election

    By Guest chg, September 3, 1999
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • September 7, 1999

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

    By Guest danmar, September 2, 1999
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • September 7, 1999

18. Death before minimum required distribution

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

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

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

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

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

21. Has anybody seen my basis?

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

22. Loan Rollover?

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

23. Benefits Questions

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

24. Conversion from C to S Corp.

    By Guest, August 18, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • August 18, 1999

25. Applying Loan Repayments to Sources

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

26. plan loan to family member as indirect loan

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

27. 8-11-99 "How Much Can You Afford to Spend" by: Scott Burns

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

28. Distribution on Plan Termination including after-tax contributions

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

29. Taxation of Distributions for American Indians

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

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

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

31. 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
    • 
    • MWeddell
    • August 13, 1999

32. Multiple Hardship Distributions in a 12 month period

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

33. Minimimum Distribution Requirements - IRA and 403b

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

34. Return of over-distribution

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

35. AP story on "Lost Participants"

    By Guest gself, July 22, 1999
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • July 29, 1999

36. Elimination of 1099 Distribution Codes B and C

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

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

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

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

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

39. Florida Documentary Stamp Tax and Loans from ERISA Plans

    By Guest scr, June 23, 1999
    • 8 replies
    • 5.5k views
    • 
    • Scuba 401
    • January 30, 2003

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

    By Guest WBrown, June 21, 1999
    • 3 replies
    • 1.7k views
    • 
    • Ervin Barham
    • June 23, 1999

41. Distributions to Annuitant after death

    By Guest Quinn, June 15, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 15, 1999

42. Delay in distribution of my retirement plan. What to do?

    By Guest mmcarp, June 11, 1999
    • 1 reply
    • 1.7k views
    • 
    • Kathy
    • June 11, 1999

43. Rollovers as Hardship Distributions

    By Guest William Lehman, June 9, 1999
    • 8 replies
    • 2.8k views
    • 
    • jlf
    • June 29, 1999

44. Wrong interest rate applied to 401(k)k loan.

    By KIP KRAUS, June 9, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 12, 2008

45. Distribution Fees

    By Guest Bill Schulze, June 9, 1999
    • 2 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • June 11, 1999

46. How are other employers implementing GATT -- what criteria to use in c

    By Dave Baker, June 8, 1999
    • 5 replies
    • 2.2k views
    • 
    • david rigby
    • June 11, 1999

47. Computation of minimum distribution period.

    By Guest datalife, June 7, 1999
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • June 18, 1999

48. Terminated participant with outstanding loan balance

    By Guest pay, June 4, 1999
    • 2 replies
    • 2.8k views
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    • Wessex
    • June 9, 1999

49. Lost participants in a terminated Money Purchase Pension Plan

    By Guest Ben Feller, June 2, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 2, 1999

50. IRS Withholding on min. req. distrib.

    By Guest dlm, May 17, 1999
    • 2 replies
    • 1.7k views
    • 
    • Ervin Barham
    • May 18, 1999