Distributions and Loans, Other than QDROs

4,188 topics in this forum

1. Military Distribution Protected Benefits?

   By DTH, April 21, 2016
   • 4 replies
   • 2.9k views
   • 
   • RatherBeGolfing
   • September 19, 2016

2. paying 20% withholding on a distribution

   By Santo Gold, September 12, 2016
   • 10 replies
   • 1.8k views
   • 
   • SOkrasinski
   • September 16, 2016

3. J&S Outside U.S.

   By Nate X, August 30, 2016   

   • J&S
   • spousal consent
   • 2 replies
   • 1k views
   • 
   • Nate X
   • August 31, 2016

4. Consent of spouse?

   By Lori H, August 26, 2016
   • 3 replies
   • 913 views
   • 
   • My 2 cents
   • August 30, 2016

5. Cure period - Does it apply to the last payment of 5 year loan term

   By ErisaGooroo, August 29, 2016   

   • Cure Period
   • 1 reply
   • 810 views
   • 
   • Bird
   • August 29, 2016

6. Cash Out Threshold after partial distribution

   By jkharvey, August 18, 2016
   • 1 reply
   • 790 views
   • 
   • Kevin C
   • August 19, 2016

7. Effect of Annulment on Joint & Survivor Annuity

   By J Simmons, August 11, 2016
   • 6 replies
   • 2.1k views
   • 
   • My 2 cents
   • August 15, 2016

8. Hardship "grossing up" questions

   By AlbanyConsultant, August 11, 2016
   • 13 replies
   • 5.7k views
   • 
   • Peter Gulia
   • August 12, 2016

9. Inservice Distribution

   By Pammie57, August 10, 2016
   • 2 replies
   • 961 views
   • 
   • Lou S.
   • August 10, 2016

10. Loan Offset timing

    By mrazny, August 8, 2016
    • 0 replies
    • 812 views
    • 
    • mrazny
    • August 8, 2016

11. Withholding Requirement on Lump Sum Distribution to Estate

    By luissaha, August 4, 2016
    • 2 replies
    • 1.5k views
    • 
    • luissaha
    • August 4, 2016

12. Hardship Documentation

    By JKW, June 14, 2016
    • 2 replies
    • 1.4k views
    • 
    • JKW
    • August 4, 2016

13. Rollover to IRA fbo Trust

    By luissaha, August 3, 2016
    • 3 replies
    • 1.6k views
    • 
    • JJRetirement
    • August 4, 2016

14. RMD to Surviving Spouse after RBD

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

15. 10% excise tax on premature distributions

    By pmacduff, July 29, 2016
    • 6 replies
    • 2.5k views
    • 
    • AMDG
    • August 3, 2016

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

    By 401KLearner, August 3, 2016   

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

17. Hardship distribution due to divorce

    By JPIngold, July 26, 2016
    • 20 replies
    • 5.9k views
    • 
    • jpod
    • July 28, 2016

18. Limit Number of Hardships Permissible?

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

19. Distribution to Participant who lives in Puerto Rico

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

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

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

21. 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
    • 855 views
    • 
    • hr for me
    • July 14, 2016

22. Hardship distribution from a merging plan

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

23. RMD from 401k with Roth and Traditional

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

24. 401(k) loan collateral

    By JAS, June 29, 2016
    • 7 replies
    • 2.5k views
    • 
    • Tom Poje
    • June 30, 2016

25. MRD account balance

    By Guest terid, November 21, 2003
    • 4 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • June 29, 2016

26. Rolling over loans to new plan

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

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

    By AlbanyConsultant, June 23, 2016
    • 9 replies
    • 5.2k views
    • 
    • GMK
    • June 23, 2016

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

    By ERISA1, June 21, 2016   

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

29. correction for failure to suspend deferrals after hardship

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

30. RMD after In-Service

    By sam2012, June 10, 2016   

    • RMD
    • 6 replies
    • 1.8k views
    • 
    • GMK
    • June 10, 2016

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

    By justanotheradmin, June 8, 2016
    • 3 replies
    • 5.4k views
    • 
    • Belgarath
    • June 9, 2016

32. RMD delay until participant "retires"

    By Flyboyjohn, June 1, 2016
    • 4 replies
    • 1.2k views
    • 
    • My 2 cents
    • June 2, 2016

33. PS58 part of RMD?

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

34. Qualified Charitable Distributions from rollover IRA?

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

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

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

36. Distributable Event ? transferring between ERs in Controlled Group

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

37. Spousal Rollover of death benefit into same plan

    By Craig Garner, December 1, 2014
    • 10 replies
    • 3.8k views
    • 
    • DP
    • May 19, 2016

38. Terminated participant Age 56 & premature distribution penalty

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

39. Hardship for tuition

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

40. 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
    • 1.7k views
    • 
    • Bird
    • May 3, 2016

41. Direct rollover for non-active participant?

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

42. insurance distribution

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

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

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

44. Plan Termination - uncashed checks

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

45. Alternate payee rights already having QDRO filed in court

    By kratermagee, March 11, 2016
    • 8 replies
    • 1.5k views
    • 
    • ForksnKnives
    • April 7, 2016

46. Distribution for Fill-In Employee

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

47. 1099-R reporting for Excess Deferrals with Losses

    By Vlad401k, January 23, 2015
    • 4 replies
    • 7.4k views
    • 
    • TPApril
    • March 19, 2016

48. hardship restarting deferrals

    By JKW, March 16, 2016
    • 9 replies
    • 1.4k views
    • 
    • jpod
    • March 18, 2016

49. What year is loan taxable?

    By Jim Chad, March 16, 2016
    • 4 replies
    • 1k views
    • 
    • Mike Preston
    • March 17, 2016

50. hardship reason

    By K2retire, June 13, 2013
    • 16 replies
    • 3.1k views
    • 
    • pmacduff
    • March 14, 2016