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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. Ten Year Forward Averaging

    By chris,
    • 0 replies
    • 1.9k views

  2. 72(t) rule changes-legislative update

    By Appleby,
    • 0 replies
    • 1.1k views

  3. MRD from ESOP/PS Plan hybrid

    By Guest Jose Rosario,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  4. Protected form of distribution?

    By Randy Watson,
    • 0 replies
    • 866 views

  5. Taxation of Annuities

    By ERISAAPPLE,
    • 0 replies
    • 340 views

  6. Refinancing loans originally made for more than 5 years

    By kocak,
    • 0 replies
    • 943 views

  7. RMD to Surviving Spouse after RBD

    By Dougsbpc,
    • 0 replies
    • 670 views

  8. information on handling of loans

    By Guest EBC,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  9. Defaulted loans

    By FAPInJax,
    • 0 replies
    • 1.3k views

  10. Substitution of collateral -- is it a renegotiation, extension, renewal or revision of a pre-TEFRA participant loan?

    By Guest tcallow,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  11. Suspension of Benefit

    By Guest t936,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  12. Roth 401(k) -- Distributed to one beneficiary

    By Jean,
    • 0 replies
    • 1.1k views

  13. New Guidance on Hardship distributions

    By cpc0506,   
    • 0 replies
    • 467 views

  14. 945 PTIN

    By Zoey,
    • 0 replies
    • 1.3k views

  15. tax deductible if interest is credited to participant

    By Guest billy bong,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  16. Election Change

    By Guest RCR266,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  17. Accruing Interest on Late Loan Payments

    By Guest Dave Danziger,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  18. Required distribution forms for an alternate payee from a QDRO

    By Rai401k,
    • 0 replies
    • 928 views

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

    By Guest danmar,
    • 0 replies
    • 2.4k views
    • Guest
    • Guest

  20. Beneficiary for the non-QPSA portion of a benefit in a defined contrib

    By KJohnson,
    • 0 replies
    • 1.6k views

  21. ADP refunds - for $3 each

    By doombuggy,
    • 0 replies
    • 1.1k views

  22. Final Final Regulations - Variable Annuity Contracts

    By DTH,
    • 0 replies
    • 1.5k views
    • DTH
    • DTH

  23. Distribution to non-terminated employee; taxes withheld

    By 401king,
    • 0 replies
    • 919 views

  24. loan payments on leave

    By JKW,
    • 0 replies
    • 718 views
    • JKW
    • JKW

  25. interpleader

    By Guest b2kates,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  26. Single sum of remainder of life certain annuity period

    By Guest flamingo,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  27. $5,000 Involuntary Cash-out Limit

    By Guest John Sample,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  28. Refinanced participant loan

    By Guest Pat Metallic,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  29. Tax withholding on corrective distribution

    By Guest Judy S,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  30. Worker's comepnsation & loan suspension

    By R. Butler,
    • 0 replies
    • 749 views

  31. can a trustee cite the distribution policy of a plan in the document a

    By MJ Hartman,
    • 0 replies
    • 1.3k views

  32. WHAT QUALIFIES A DISTRIBUTION FOR ROLLOVER TREATMENT?

    By jlf,
    • 0 replies
    • 2k views
    • jlf
    • jlf

  33. Impact of Loans at Retirement

    By joel,
    • 0 replies
    • 1.3k views

  34. Loan Offset timing

    By mrazny,
    • 0 replies
    • 777 views

  35. For hardship withdrawal funeral expense purposes, who is a family memb

    By John A,
    • 0 replies
    • 2.5k views

  36. Special Tax Notice

    By Guest Pensions in Paradise,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  37. Proposed Regulations Issued: Loans Made While a Deemed Distribution Lo

    By Dave Baker,
    • 0 replies
    • 1.8k views

  38. Form 1099-R Reporting for Loans

    By Guest Joseph Corona,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  39. Forfeiture Buy Back

    By AJ North,
    • 0 replies
    • 897 views

  40. Eliminating Optional Forms of Benefit when QJSA Required

    By Guest GraceWoodbury,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  41. Rollover into Qualified Plan that should not have been allowed

    By Guest Why Me!,
    • 0 replies
    • 845 views
    • Guest
    • Guest

  42. Final Regulations Issued: Cure Period for Defaulted Loans

    By Dave Baker,
    • 0 replies
    • 2k views

  43. International Locator Services

    By Guest erisa15,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  44. Texas Man Loses Retirement Loan Tax Fight

    By Appleby,
    • 0 replies
    • 1.1k views

  45. Must spousal consent comply w/ Reg Z ?

    By Guest dlarius,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  46. Final Regulations Issued: Guidance on Electronic Media in Connection W

    By Dave Baker,
    • 0 replies
    • 1.5k views

  47. RMD definition of account balance

    By Guest Peggy806,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  48. Final Regulations Issued: Accruing Interest on Defaulted Participant L

    By Dave Baker,
    • 0 replies
    • 1.8k views

  49. Special income allocations for distribution pay outs

    By Guest Laurie Harmon,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  50. Final Regulations Issued: Crediting of Tax Basis on Defaulted Particip

    By Dave Baker,
    • 0 replies
    • 1.6k views
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