Distributions and Loans, Other than QDROs

4,177 topics in this forum

1. Hardship Documentation

   By JKW, June 14, 2016
   • 2 replies
   • 1.3k views
   • 
   • JKW
   • August 4, 2016

2. Rollover to IRA fbo Trust

   By luissaha, August 3, 2016
   • 3 replies
   • 1.4k views
   • 
   • JJRetirement
   • August 4, 2016

3. RMD to Surviving Spouse after RBD

   By Dougsbpc, August 4, 2016
   • 0 replies
   • 686 views
   • 
   • Dougsbpc
   • August 4, 2016

4. 10% excise tax on premature distributions

   By pmacduff, July 29, 2016
   • 6 replies
   • 2k views
   • 
   • AMDG
   • August 3, 2016

5. Loan Correction- How to correct 2nd Loan if Paid Mistakenly

   By 401KLearner, August 3, 2016   

   • Loan
   • Loan Correction
   • 0 replies
   • 534 views
   • 
   • 401KLearner
   • August 3, 2016

6. Hardship distribution due to divorce

   By JPIngold, July 26, 2016
   • 20 replies
   • 5.5k views
   • 
   • jpod
   • July 28, 2016

7. Limit Number of Hardships Permissible?

   By Fielding Mellish, July 18, 2016
   • 2 replies
   • 1.1k views
   • 
   • dashab
   • July 21, 2016

8. Distribution to Participant who lives in Puerto Rico

   By Vlad401k, July 19, 2016
   • 0 replies
   • 674 views
   • 
   • Vlad401k
   • July 19, 2016

9. Change to force-out timing: a cutback?

   By AlbanyConsultant, July 18, 2016
   • 2 replies
   • 678 views
   • 
   • Mike Preston
   • July 18, 2016

10. Loan to Participant with Zero Balance

    By John Feldt ERPA CPC QPA, July 14, 2016   

    • no balance
    • excess loan
    • (and 1 more)

      Tagged with:

      • no balance
      • excess loan
      • rollover
    • 3 replies
    • 819 views
    • 
    • hr for me
    • July 14, 2016

11. Hardship distribution from a merging plan

    By kwalified, July 14, 2016
    • 4 replies
    • 664 views
    • 
    • kwalified
    • July 14, 2016

12. RMD from 401k with Roth and Traditional

    By Dougsbpc, July 5, 2016
    • 3 replies
    • 833 views
    • 
    • Tom Poje
    • July 6, 2016

13. 401(k) loan collateral

    By JAS, June 29, 2016
    • 7 replies
    • 2.3k views
    • 
    • Tom Poje
    • June 30, 2016

14. MRD account balance

    By Guest terid, November 21, 2003
    • 4 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • June 29, 2016

15. Rolling over loans to new plan

    By Lori H, May 26, 2016
    • 8 replies
    • 1.4k views
    • 
    • ESOP Guy
    • June 24, 2016

16. RMDs - calculate withholding via W-4P?

    By AlbanyConsultant, June 23, 2016
    • 9 replies
    • 4.8k views
    • 
    • GMK
    • June 23, 2016

17. Adding a Full Vesting Requirement to In-Service Distributions

    By ERISA1, June 21, 2016   

    • 411(d)(d)
    • 2 replies
    • 904 views
    • 
    • ESOP Guy
    • June 22, 2016

18. correction for failure to suspend deferrals after hardship

    By pmacduff, June 15, 2016
    • 6 replies
    • 2.7k views
    • 
    • Tom Poje
    • June 16, 2016

19. RMD after In-Service

    By sam2012, June 10, 2016   

    • RMD
    • 6 replies
    • 1.7k views
    • 
    • GMK
    • June 10, 2016

20. Involuntary Force out at Normal Retirement Age >$5,000

    By justanotheradmin, June 8, 2016
    • 3 replies
    • 5.3k views
    • 
    • Belgarath
    • June 9, 2016

21. RMD delay until participant "retires"

    By Flyboyjohn, June 1, 2016
    • 4 replies
    • 1.1k views
    • 
    • My 2 cents
    • June 2, 2016

22. PS58 part of RMD?

    By drakecohen, May 26, 2016
    • 3 replies
    • 863 views
    • 
    • CMarkB
    • May 26, 2016

23. Qualified Charitable Distributions from rollover IRA?

    By J Simmons, May 13, 2016
    • 1 reply
    • 701 views
    • 
    • lisam
    • May 23, 2016

24. Account Balance to consider when taking a 2nd loan

    By jkharvey, May 20, 2016
    • 1 reply
    • 575 views
    • 
    • Lou S.
    • May 20, 2016

25. Distributable Event ? transferring between ERs in Controlled Group

    By MarZDoates, May 19, 2016
    • 1 reply
    • 916 views
    • 
    • Mike Preston
    • May 20, 2016

26. Spousal Rollover of death benefit into same plan

    By Craig Garner, December 1, 2014
    • 10 replies
    • 3.7k views
    • 
    • DP
    • May 19, 2016

27. Terminated participant Age 56 & premature distribution penalty

    By Pammie57, May 13, 2016
    • 5 replies
    • 895 views
    • 
    • Lou S.
    • May 13, 2016

28. Hardship for tuition

    By JPIngold, May 5, 2016
    • 4 replies
    • 1.3k views
    • 
    • JPIngold
    • May 9, 2016

29. Repayment of Loan on Insurance Policy held by Plan

    By JButtrick, May 2, 2016   

    • insurance
    • loan
    • (and 2 more)

      Tagged with:

      • insurance
      • loan
      • repayment
      • default
    • 5 replies
    • 1.5k views
    • 
    • Bird
    • May 3, 2016

30. Direct rollover for non-active participant?

    By david rigby, April 26, 2016
    • 1 reply
    • 734 views
    • 
    • QDROphile
    • April 26, 2016

31. insurance distribution

    By R. Butler, April 25, 2016
    • 4 replies
    • 1.3k views
    • 
    • Belgarath
    • April 26, 2016

32. is an RMD to an active owner an "in service distribution"?

    By Lori H, April 19, 2016
    • 1 reply
    • 822 views
    • 
    • Lou S.
    • April 19, 2016

33. Plan Termination - uncashed checks

    By PFranckowiak, April 12, 2016
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • April 14, 2016

34. Alternate payee rights already having QDRO filed in court

    By kratermagee, March 11, 2016
    • 8 replies
    • 1.4k views
    • 
    • ForksnKnives
    • April 7, 2016

35. Distribution for Fill-In Employee

    By DP, April 1, 2016
    • 2 replies
    • 924 views
    • 
    • Bill Presson
    • April 1, 2016

36. 1099-R reporting for Excess Deferrals with Losses

    By Vlad401k, January 23, 2015
    • 4 replies
    • 7.2k views
    • 
    • TPApril
    • March 19, 2016

37. hardship restarting deferrals

    By JKW, March 16, 2016
    • 9 replies
    • 1.3k views
    • 
    • jpod
    • March 18, 2016

38. What year is loan taxable?

    By Jim Chad, March 16, 2016
    • 4 replies
    • 964 views
    • 
    • Mike Preston
    • March 17, 2016

39. hardship reason

    By K2retire, June 13, 2013
    • 16 replies
    • 3k views
    • 
    • pmacduff
    • March 14, 2016

40. RMD's & Prohibited loans

    By TPApril, March 5, 2016
    • 7 replies
    • 1k views
    • 
    • Peter Gulia
    • March 10, 2016

41. Loan Repayments after Pay Changes

    By erinak03, March 8, 2016
    • 8 replies
    • 1.2k views
    • 
    • erinak03
    • March 9, 2016

42. RMD Distribution in wrong year

    By tuna524, March 2, 2016   

    • RMD Taxability
    • 7 replies
    • 1.2k views
    • 
    • ESOP Guy
    • March 3, 2016

43. HS to buy house-what if closing falls thru?

    By doombuggy, February 29, 2016   

    • hardship
    • 1 reply
    • 821 views
    • 
    • GMK
    • February 29, 2016

44. In-Service Distribution or Prohibited Transaction?

    By MGC1213, February 24, 2016   

    • Prohibited Transaction
    • In-Service Distribution
    • (and 1 more)

      Tagged with:

      • Prohibited Transaction
      • In-Service Distribution
      • Excise Taxes
    • 5 replies
    • 1.7k views
    • 
    • My 2 cents
    • February 24, 2016

45. Excess Roth Deferral with Losses

    By Vlad401k, February 23, 2016
    • 5 replies
    • 2.5k views
    • 
    • Lou S.
    • February 23, 2016

46. H1 Visa-withdrawal options

    By kmoniz@jhancock.com, February 23, 2016
    • 0 replies
    • 534 views
    • 
    • kmoniz@jhancock.com
    • February 23, 2016

47. Returned distribution checks

    By JKW, February 11, 2016
    • 4 replies
    • 910 views
    • 
    • GMK
    • February 22, 2016

48. Hardship after the closing

    By JPIngold, February 19, 2016
    • 3 replies
    • 1k views
    • 
    • JPIngold
    • February 22, 2016

49. Refinanced Loans

    By sam2012, February 13, 2016   

    • Loans
    • Refinancings
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • February 15, 2016

50. Distribution of Deferrals on Post Severance Comp

    By Vlad401k, January 27, 2016
    • 2 replies
    • 656 views
    • 
    • Vlad401k
    • February 8, 2016