Distributions and Loans, Other than QDROs

4,169 topics in this forum

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

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

2. Distribution Fees

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

3. Terminated participant with outstanding loan balance

   By Guest pay, June 4, 1999
   • 2 replies
   • 2.9k views
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   • Wessex
   • June 9, 1999

4. Lost participants in a terminated Money Purchase Pension Plan

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

5. IRS Withholding on min. req. distrib.

   By Guest dlm, May 17, 1999
   • 2 replies
   • 1.8k views
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   • Ervin Barham
   • May 18, 1999

6. 1099's when sponsor no longer exists?

   By david rigby, May 11, 1999
   • 1 reply
   • 1.9k views
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   • Guest
   • May 11, 1999

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

   By Guest Philly1, May 10, 1999
   • 0 replies
   • 1.5k views
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   • Guest
   • May 10, 1999

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

   By Guest Heather, April 30, 1999
   • 2 replies
   • 1.7k views
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   • QDROphile
   • May 6, 1999

9. Loans from Rollover accounts

   By imchipbrown, May 5, 1999
   • 3 replies
   • 2.3k views
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   • QDROphile
   • May 6, 1999

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

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

11. Spousal Consent

    By Guest Thornton, April 23, 1999
    • 1 reply
    • 2k views
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    • Guest
    • May 5, 1999

12. Participant Loans during a Plan Administrator Change

    By Dan, April 26, 1999
    • 4 replies
    • 1.9k views
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    • Alan Simpson
    • April 28, 1999

13. state income tax withholding

    By Guest Mike Kimball, April 16, 1999
    • 3 replies
    • 1.9k views
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    • Guest
    • April 24, 1999

14. Repayment of overpayment of distribution

    By Guest ypartridge, April 23, 1999
    • 1 reply
    • 2k views
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    • Dan
    • April 24, 1999

15. Death distribution to minor children

    By Guest Tom Freeman, April 15, 1999
    • 1 reply
    • 2.8k views
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    • Guest
    • April 23, 1999

16. Taking Distribution to Pay Off Credit Cards, Traditional or ROTH?

    By Guest Jim Hunt, April 22, 1999
    • 1 reply
    • 1.9k views
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    • Ervin Barham
    • April 23, 1999

17. Loan (property puchase)

    By Guest cascigm, April 20, 1999
    • 1 reply
    • 1.8k views
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    • david shipp
    • April 20, 1999

18. Minimum distribution requirement for initial Plan Year

    By Guest haydenks, April 7, 1999
    • 5 replies
    • 2k views
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    • david shipp
    • April 15, 1999

19. Incorrect Withholding

    By Guest djsimonetti, April 14, 1999
    • 2 replies
    • 2k views
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    • Guest
    • April 14, 1999

20. Minimum Required Distribution from IRA OK if Plan terminates?

    By Lynn Campbell, April 8, 1999
    • 3 replies
    • 1.9k views
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    • Dave Baker
    • April 9, 1999

21. participant distribution fees

    By Guest Mike Kimball, April 2, 1999
    • 1 reply
    • 2.1k views
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    • Wessex
    • April 2, 1999

22. Underpayment of Distributions

    By Guest Brad Brewer, March 26, 1999
    • 1 reply
    • 2.2k views
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    • Guest
    • March 30, 1999

23. WHAT QUALIFIES A DISTRIBUTION FOR ROLLOVER TREATMENT?

    By jlf, March 29, 1999
    • 0 replies
    • 2k views
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    • jlf
    • March 29, 1999

24. HELP--The Retroactive Payment Rule

    By Guest Adam Stone, March 15, 1999
    • 1 reply
    • 2.1k views
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    • david rigby
    • March 27, 1999

25. In-kind Distribution a Protected Benefit?

    By Guest TortoraG, March 26, 1999
    • 1 reply
    • 3.6k views
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    • Guest
    • March 26, 1999

26. 72T Substantially Equal Payments Resources

    By Guest Robert Tonkin, March 17, 1999
    • 1 reply
    • 1.8k views
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    • Guest
    • March 17, 1999

27. forfeitures allocated to terminated participants

    By Guest billy bong, March 11, 1999
    • 2 replies
    • 2.5k views
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    • PLAN MAN
    • March 16, 1999

28. Help--can a 501(c)(18) dist be rolled to an IRA?

    By Guest danmar, March 15, 1999
    • 0 replies
    • 2.4k views
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    • Guest
    • March 15, 1999

29. Valid IRS Distributions Code Combinations for 1099R Rptg Large Pension

    By Guest Howard Schlesinger, March 10, 1999
    • 1 reply
    • 2.7k views
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    • Disco Stu
    • March 11, 1999

30. Withdrawal at 59 1/2

    By Christine Roberts, March 6, 1999
    • 2 replies
    • 2k views
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    • Christine Roberts
    • March 6, 1999

31. FAILURE TO WITHHOLD

    By Guest JROSSITTER, February 13, 1999
    • 10 replies
    • 3k views
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    • Guest
    • February 19, 1999

32. Withholding deposits

    By nancy, February 15, 1999
    • 6 replies
    • 2.3k views
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    • nancy
    • February 18, 1999

33. cash out rule

    By Guest Mike Kimball, February 5, 1999
    • 1 reply
    • 2.4k views
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    • Guest
    • February 9, 1999

34. tax deductible if interest is credited to participant

    By Guest billy bong, February 8, 1999
    • 0 replies
    • 1.9k views
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    • Guest
    • February 8, 1999

35. deductible participant loan interest

    By Guest billy bong, February 2, 1999
    • 4 replies
    • 2.1k views
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    • Guest
    • February 3, 1999

36. Lost Participant

    By Guest Thornton, January 21, 1999
    • 1 reply
    • 2.4k views
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    • Guest
    • January 28, 1999

37. removing plan loan provision

    By Guest Mike Kimball, January 27, 1999
    • 3 replies
    • 2.4k views
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    • Guest
    • January 27, 1999

38. Notice 99-5

    By Guest greymann, January 26, 1999
    • 0 replies
    • 2.1k views
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    • Guest
    • January 26, 1999

39. third party loan from a profit sharing plan

    By Guest le190, January 7, 1999
    • 4 replies
    • 3.4k views
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    • imchipbrown
    • January 21, 1999

40. Calculating Hardship Withdrawals

    By Guest Suanne, January 8, 1999
    • 1 reply
    • 2.4k views
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    • Guest
    • January 8, 1999

41. Terminated profit sharing plans

    By Guest Garynova, January 6, 1999
    • 0 replies
    • 1.9k views
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    • Guest
    • January 6, 1999

42. withholding on salary reduction taken as hardship withdrawl

    By Guest penfirn, January 4, 1999
    • 0 replies
    • 1.9k views
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    • Guest
    • January 4, 1999

43. mandatory withholding

    By Guest le190, December 30, 1998
    • 1 reply
    • 2.4k views
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    • Guest
    • December 30, 1998

44. Life and Death Planning for Retirement Benefits, by Choate

    By Guest skrasney, December 17, 1998
    • 2 replies
    • 2.1k views
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    • Guest
    • December 18, 1998

45. STATE WITHHOLDING ON DISTRIBUTIONS

    By Guest TRUST53, December 11, 1998
    • 2 replies
    • 2.9k views
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    • Guest
    • December 17, 1998

46. S Corp to C Corp?

    By Guest Bill, December 3, 1998
    • 2 replies
    • 2k views
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    • QDROphile
    • December 8, 1998

47. Required Minimum Distribution

    By Guest le190, December 8, 1998
    • 1 reply
    • 2k views
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    • Guest
    • December 8, 1998

48. Failure to provide 1099 on defaulted loan

    By Guest Bill, October 1, 1998
    • 4 replies
    • 2.4k views
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    • Guest
    • December 8, 1998

49. withholding on distributions

    By Guest pensiondoc, December 6, 1998
    • 1 reply
    • 2.1k views
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    • Ervin Barham
    • December 7, 1998

50. Required Minimum Distribution

    By Guest HD WILLIAMS, December 4, 1998
    • 1 reply
    • 2.2k views
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    • Chester
    • December 4, 1998