Distributions and Loans, Other than QDROs

4,204 topics in this forum

1. Direct Rollovers Including Plan Loans

   By Guest Rob, November 25, 1998
   • 5 replies
   • 2k views
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   • Jean
   • September 21, 1999

2. Changing participant elections after the annuity starting date.

   By Guest Do, September 17, 1999
   • 0 replies
   • 1.8k views
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   • Guest
   • September 17, 1999

3. 401(k) loans to employees of non-US sub

   By Guest Chris O'Daniel, September 15, 1999
   • 0 replies
   • 1.6k views
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   • Guest
   • September 15, 1999

4. Mailing Rollover Checks to Participants?

   By Spencer, September 14, 1999
   • 1 reply
   • 2.6k views
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   • Guest
   • September 14, 1999

5. Min Dist and Multiple Beneficiaries

   By Guest jmurph, September 13, 1999
   • 0 replies
   • 1.7k views
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   • Guest
   • September 13, 1999

6. Distribution of Trailing Contributions

   By Guest Luci, September 10, 1999
   • 1 reply
   • 7k views
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   • Guest
   • September 10, 1999

7. SEPP

   By Guest danmar, September 10, 1999
   • 1 reply
   • 1.8k views
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   • Guest
   • September 10, 1999

8. TEFRA 242(b) Election

   By Guest chg, September 3, 1999
   • 2 replies
   • 2.5k views
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   • Guest
   • September 7, 1999

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

   By Guest danmar, September 2, 1999
   • 2 replies
   • 3.8k views
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   • Guest
   • September 7, 1999

10. Death before minimum required distribution

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

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

    By jlf, August 28, 1999
    • 0 replies
    • 1.6k views
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    • jlf
    • August 28, 1999

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

    By Christine Roberts, August 26, 1999
    • 4 replies
    • 2.4k views
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    • Kirk Maldonado
    • August 27, 1999

13. Has anybody seen my basis?

    By Ervin Barham, August 26, 1999
    • 0 replies
    • 1.7k views
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    • Ervin Barham
    • August 26, 1999

14. Loan Rollover?

    By Guest J Samuelson, August 25, 1999
    • 1 reply
    • 1.8k views
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    • Dowist
    • August 25, 1999

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

    By jlf, July 29, 1999
    • 1 reply
    • 1.9k views
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    • jlf
    • August 24, 1999

16. Benefits Questions

    By Guest Linda Valenta, August 23, 1999
    • 0 replies
    • 1.8k views
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    • Guest
    • August 23, 1999

17. plan loan to family member as indirect loan

    By Guest kurt johansen, August 17, 1999
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • August 19, 1999

18. Conversion from C to S Corp.

    By Guest, August 18, 1999
    • 0 replies
    • 1.7k views
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    • Guest
    • August 18, 1999

19. Applying Loan Repayments to Sources

    By Guest Ken_Systems, August 17, 1999
    • 0 replies
    • 1.7k views
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    • Guest
    • August 17, 1999

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

    By Guest SAG, July 28, 1999
    • 8 replies
    • 2.2k views
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    • MWeddell
    • August 13, 1999

21. Distribution on Plan Termination including after-tax contributions

    By Guest Mike A, August 3, 1999
    • 2 replies
    • 1.9k views
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    • Guest
    • August 12, 1999

22. 8-11-99 "How Much Can You Afford to Spend" by: Scott Burns

    By jlf, August 11, 1999
    • 0 replies
    • 1.6k views
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    • jlf
    • August 11, 1999

23. Taxation of Distributions for American Indians

    By Guest AOlson, July 29, 1999
    • 2 replies
    • 1.6k views
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    • Guest
    • July 30, 1999

24. AP story on "Lost Participants"

    By Guest gself, July 22, 1999
    • 5 replies
    • 2k views
    • 
    • Guest
    • July 29, 1999

25. Multiple Hardship Distributions in a 12 month period

    By Guest AOlson, July 28, 1999
    • 2 replies
    • 2.3k views
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    • Guest
    • July 28, 1999

26. Return of over-distribution

    By Guest Bill, July 22, 1999
    • 1 reply
    • 1.8k views
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    • Guest
    • July 26, 1999

27. Minimimum Distribution Requirements - IRA and 403b

    By richard, July 23, 1999
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • July 23, 1999

28. Elimination of 1099 Distribution Codes B and C

    By Guest BillRupp, July 22, 1999
    • 0 replies
    • 1.7k views
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    • Guest
    • July 22, 1999

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

    By Guest pep, June 29, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 10, 1999

30. Rollovers as Hardship Distributions

    By Guest William Lehman, June 9, 1999
    • 8 replies
    • 3.4k views
    • 
    • jlf
    • June 29, 1999

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

    By Alan Simpson, June 25, 1999
    • 3 replies
    • 2.1k views
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    • Guest
    • June 28, 1999

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

    By Guest WBrown, June 21, 1999
    • 3 replies
    • 2.1k views
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    • Ervin Barham
    • June 23, 1999

33. Computation of minimum distribution period.

    By Guest datalife, June 7, 1999
    • 1 reply
    • 2k views
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    • Tom Poje
    • June 18, 1999

34. Distributions to Annuitant after death

    By Guest Quinn, June 15, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 15, 1999

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

    By Guest mmcarp, June 11, 1999
    • 1 reply
    • 2.2k views
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    • Kathy
    • June 11, 1999

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

    By Dave Baker, June 8, 1999
    • 5 replies
    • 2.6k views
    • 
    • david rigby
    • June 11, 1999

37. Distribution Fees

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

38. Terminated participant with outstanding loan balance

    By Guest pay, June 4, 1999
    • 2 replies
    • 3.1k views
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    • Wessex
    • June 9, 1999

39. Lost participants in a terminated Money Purchase Pension Plan

    By Guest Ben Feller, June 2, 1999
    • 0 replies
    • 2.1k views
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    • Guest
    • June 2, 1999

40. IRS Withholding on min. req. distrib.

    By Guest dlm, May 17, 1999
    • 2 replies
    • 2.2k views
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    • Ervin Barham
    • May 18, 1999

41. 1099's when sponsor no longer exists?

    By david rigby, May 11, 1999
    • 1 reply
    • 2.2k views
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    • Guest
    • May 11, 1999

42. Does any one know where there is a cite for the definition of the begi

    By Guest Philly1, May 10, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 10, 1999

43. Can voluntary after-tax money be used for 401(k) loan?

    By Guest Heather, April 30, 1999
    • 2 replies
    • 1.9k views
    • 
    • QDROphile
    • May 6, 1999

44. Loans from Rollover accounts

    By imchipbrown, May 5, 1999
    • 3 replies
    • 2.7k views
    • 
    • QDROphile
    • May 6, 1999

45. When does a Beneficiary need take their money from a 401(k) after thei

    By Guest TWR, April 26, 1999
    • 2 replies
    • 2.3k views
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    • Dave Baker
    • May 6, 1999

46. Spousal Consent

    By Guest Thornton, April 23, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • May 5, 1999

47. Participant Loans during a Plan Administrator Change

    By Dan, April 26, 1999
    • 4 replies
    • 2.3k views
    • 
    • Alan Simpson
    • April 28, 1999

48. state income tax withholding

    By Guest Mike Kimball, April 16, 1999
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • April 24, 1999

49. Repayment of overpayment of distribution

    By Guest ypartridge, April 23, 1999
    • 1 reply
    • 2.2k views
    • 
    • Dan
    • April 24, 1999

50. Death distribution to minor children

    By Guest Tom Freeman, April 15, 1999
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • April 23, 1999