Distributions and Loans, Other than QDROs

4,199 topics in this forum

1. participant distribution fees

   By Guest Mike Kimball, April 2, 1999
   • 1 reply
   • 2.3k views
   • 
   • Wessex
   • April 2, 1999

2. Underpayment of Distributions

   By Guest Brad Brewer, March 26, 1999
   • 1 reply
   • 2.4k views
   • 
   • Guest
   • March 30, 1999

3. WHAT QUALIFIES A DISTRIBUTION FOR ROLLOVER TREATMENT?

   By jlf, March 29, 1999
   • 0 replies
   • 2.2k views
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   • jlf
   • March 29, 1999

4. HELP--The Retroactive Payment Rule

   By Guest Adam Stone, March 15, 1999
   • 1 reply
   • 2.3k views
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   • david rigby
   • March 27, 1999

5. In-kind Distribution a Protected Benefit?

   By Guest TortoraG, March 26, 1999
   • 1 reply
   • 3.8k views
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   • Guest
   • March 26, 1999

6. 72T Substantially Equal Payments Resources

   By Guest Robert Tonkin, March 17, 1999
   • 1 reply
   • 1.9k views
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   • Guest
   • March 17, 1999

7. forfeitures allocated to terminated participants

   By Guest billy bong, March 11, 1999
   • 2 replies
   • 2.7k views
   • 
   • PLAN MAN
   • March 16, 1999

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

   By Guest danmar, March 15, 1999
   • 0 replies
   • 2.6k views
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   • Guest
   • March 15, 1999

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

   By Guest Howard Schlesinger, March 10, 1999
   • 1 reply
   • 2.9k views
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   • Disco Stu
   • March 11, 1999

10. Withdrawal at 59 1/2

    By Christine Roberts, March 6, 1999
    • 2 replies
    • 2.3k views
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    • Christine Roberts
    • March 6, 1999

11. FAILURE TO WITHHOLD

    By Guest JROSSITTER, February 13, 1999
    • 10 replies
    • 3.2k views
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    • Guest
    • February 19, 1999

12. Withholding deposits

    By nancy, February 15, 1999
    • 6 replies
    • 2.5k views
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    • nancy
    • February 18, 1999

13. cash out rule

    By Guest Mike Kimball, February 5, 1999
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • February 9, 1999

14. tax deductible if interest is credited to participant

    By Guest billy bong, February 8, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • February 8, 1999

15. deductible participant loan interest

    By Guest billy bong, February 2, 1999
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • February 3, 1999

16. Lost Participant

    By Guest Thornton, January 21, 1999
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • January 28, 1999

17. removing plan loan provision

    By Guest Mike Kimball, January 27, 1999
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • January 27, 1999

18. Notice 99-5

    By Guest greymann, January 26, 1999
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • January 26, 1999

19. third party loan from a profit sharing plan

    By Guest le190, January 7, 1999
    • 4 replies
    • 3.9k views
    • 
    • imchipbrown
    • January 21, 1999

20. Calculating Hardship Withdrawals

    By Guest Suanne, January 8, 1999
    • 1 reply
    • 2.5k views
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    • Guest
    • January 8, 1999

21. Terminated profit sharing plans

    By Guest Garynova, January 6, 1999
    • 0 replies
    • 2k views
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    • Guest
    • January 6, 1999

22. withholding on salary reduction taken as hardship withdrawl

    By Guest penfirn, January 4, 1999
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • January 4, 1999

23. mandatory withholding

    By Guest le190, December 30, 1998
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • December 30, 1998

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

    By Guest skrasney, December 17, 1998
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • December 18, 1998

25. STATE WITHHOLDING ON DISTRIBUTIONS

    By Guest TRUST53, December 11, 1998
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • December 17, 1998

26. S Corp to C Corp?

    By Guest Bill, December 3, 1998
    • 2 replies
    • 2.2k views
    • 
    • QDROphile
    • December 8, 1998

27. Required Minimum Distribution

    By Guest le190, December 8, 1998
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • December 8, 1998

28. Failure to provide 1099 on defaulted loan

    By Guest Bill, October 1, 1998
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • December 8, 1998

29. withholding on distributions

    By Guest pensiondoc, December 6, 1998
    • 1 reply
    • 2.2k views
    • 
    • Ervin Barham
    • December 7, 1998

30. Required Minimum Distribution

    By Guest HD WILLIAMS, December 4, 1998
    • 1 reply
    • 2.5k views
    • 
    • Chester
    • December 4, 1998

31. Procedures on defaulted loans

    By Guest mwilson, December 4, 1998
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • December 4, 1998

32. Paperless Loans/Takeover Plans

    By Guest greymann, December 3, 1998
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • December 3, 1998

33. Tax Withholding on Minimum Distributions

    By Guest David Danziger, November 18, 1998
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • December 3, 1998

34. Conversion to LLC

    By Guest kjungkin, December 1, 1998
    • 2 replies
    • 2.3k views
    • 
    • Alan Simpson
    • December 1, 1998

35. Prior year errors or unavailable history

    By richard, November 19, 1998
    • 1 reply
    • 2.4k views
    • 
    • Tom Poje
    • November 19, 1998

36. Hardship Withdrawal

    By Guest Phil L, September 22, 1998
    • 2 replies
    • 3k views
    • 
    • Guest
    • November 12, 1998

37. Accrued Interest on Participant Loan

    By Guest Ann, October 20, 1998
    • 4 replies
    • 3.8k views
    • 
    • Guest
    • November 10, 1998

38. Distribution to corporation owner

    By Guest Dook, November 4, 1998
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • November 4, 1998

39. 70 1/2 Minimum Distribution

    By Guest Richelle, September 3, 1998
    • 7 replies
    • 3.7k views
    • 
    • Alonzo
    • November 4, 1998

40. Loans in public plans

    By Guest B Ireland, September 25, 1998
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • October 28, 1998

41. Any good articles about in-service distributions?

    By Guest danmar, October 28, 1998
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • October 28, 1998

42. Withholding on distributions to nuns

    By david shipp, October 1, 1998
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • October 15, 1998

43. QPSA vs. QJSA

    By Guest Robert Collins, October 12, 1998
    • 1 reply
    • 4.1k views
    • 
    • Guest
    • October 15, 1998

44. Withholding on Distributions

    By Guest boetgerinc, October 12, 1998
    • 2 replies
    • 2.8k views
    • 
    • LCARUSI
    • October 13, 1998

45. Pre prop reg loan now in default -- advice on effective date of prop r

    By Guest Matthew Newman, October 6, 1998
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • October 6, 1998

46. What limits is your plan placing on loans to participants?

    By Guest Steelers, September 9, 1998
    • 2 replies
    • 2.9k views
    • 
    • Alan Simpson
    • September 22, 1998

47. 401(k) Loans

    By Guest Tim Cahoon, September 18, 1998
    • 1 reply
    • 2.9k views
    • 
    • LCARUSI
    • September 19, 1998

48. Loan Availability

    By Guest Phil L, August 28, 1998
    • 1 reply
    • 3k views
    • 
    • LCARUSI
    • September 4, 1998

49. accrual of interest on loans and defaults

    By Casey, August 26, 1998
    • 0 replies
    • 3k views
    • 
    • Casey
    • August 26, 1998

50. Update - Unable to repay plan loan - Job Change

    By Guest Brennan Pinkerton CPA, August 20, 1998
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • August 20, 1998