Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Hardship distribution due to divorce

   By JPIngold, July 26, 2016
   • 20 replies
   • 5.2k views
   • 
   • jpod
   • July 28, 2016

2. Limit Number of Hardships Permissible?

   By Fielding Mellish, July 18, 2016
   • 2 replies
   • 1k views
   • 
   • dashab
   • July 21, 2016

3. Distribution to Participant who lives in Puerto Rico

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

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

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

5. 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
   • 807 views
   • 
   • hr for me
   • July 14, 2016

6. Hardship distribution from a merging plan

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

7. RMD from 401k with Roth and Traditional

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

8. 401(k) loan collateral

   By JAS, June 29, 2016
   • 7 replies
   • 2.2k views
   • 
   • Tom Poje
   • June 30, 2016

9. MRD account balance

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

10. Rolling over loans to new plan

    By Lori H, May 26, 2016
    • 8 replies
    • 1.3k views
    • 
    • ESOP Guy
    • June 24, 2016

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

    By AlbanyConsultant, June 23, 2016
    • 9 replies
    • 4.6k views
    • 
    • GMK
    • June 23, 2016

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

    By ERISA1, June 21, 2016   

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

13. correction for failure to suspend deferrals after hardship

    By pmacduff, June 15, 2016
    • 6 replies
    • 2.6k views
    • 
    • Tom Poje
    • June 16, 2016

14. RMD after In-Service

    By sam2012, June 10, 2016   

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

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

    By justanotheradmin, June 8, 2016
    • 3 replies
    • 5.2k views
    • 
    • Belgarath
    • June 9, 2016

16. RMD delay until participant "retires"

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

17. PS58 part of RMD?

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

18. Qualified Charitable Distributions from rollover IRA?

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

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

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

20. Distributable Event ? transferring between ERs in Controlled Group

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

21. Spousal Rollover of death benefit into same plan

    By Craig Garner, December 1, 2014
    • 10 replies
    • 3.6k views
    • 
    • DP
    • May 19, 2016

22. Terminated participant Age 56 & premature distribution penalty

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

23. Hardship for tuition

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

24. 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
    • 1.3k views
    • 
    • Bird
    • May 3, 2016

25. Direct rollover for non-active participant?

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

26. insurance distribution

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

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

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

28. Plan Termination - uncashed checks

    By PFranckowiak, April 12, 2016
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • April 14, 2016

29. Alternate payee rights already having QDRO filed in court

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

30. Distribution for Fill-In Employee

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

31. 1099-R reporting for Excess Deferrals with Losses

    By Vlad401k, January 23, 2015
    • 4 replies
    • 6.9k views
    • 
    • TPApril
    • March 19, 2016

32. hardship restarting deferrals

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

33. What year is loan taxable?

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

34. hardship reason

    By K2retire, June 13, 2013
    • 16 replies
    • 2.9k views
    • 
    • pmacduff
    • March 14, 2016

35. RMD's & Prohibited loans

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

36. Loan Repayments after Pay Changes

    By erinak03, March 8, 2016
    • 8 replies
    • 1.1k views
    • 
    • erinak03
    • March 9, 2016

37. RMD Distribution in wrong year

    By tuna524, March 2, 2016   

    • RMD Taxability
    • 7 replies
    • 1k views
    • 
    • ESOP Guy
    • March 3, 2016

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

    By doombuggy, February 29, 2016   

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

39. 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

40. Excess Roth Deferral with Losses

    By Vlad401k, February 23, 2016
    • 5 replies
    • 2.4k views
    • 
    • Lou S.
    • February 23, 2016

41. H1 Visa-withdrawal options

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

42. Returned distribution checks

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

43. Hardship after the closing

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

44. Refinanced Loans

    By sam2012, February 13, 2016   

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

45. Distribution of Deferrals on Post Severance Comp

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

46. Hardship for family member to prevent foreclosure

    By pam@bbm, February 3, 2016
    • 5 replies
    • 1.5k views
    • 
    • BG5150
    • February 4, 2016

47. RMD for 75 year old owner with new ps plan

    By UtahCPA-APA, February 2, 2016   

    • RMD
    • profit sharing
    • (and 1 more)

      Tagged with:

      • RMD
      • profit sharing
      • Required beginning date
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • February 3, 2016

48. Repairing excess Rollover with Re-characterization?

    By oldscoop, February 3, 2016   

    • IRA
    • Rollover
    • (and 5 more)

      Tagged with:

      • IRA
      • Rollover
      • Excess
      • Distribution
      • Recharacterization
      • Contribution
      • Tax
    • 1 reply
    • 973 views
    • 
    • masteff
    • February 3, 2016

49. Is Trustee Required to Report Home Loan Interest?

    By Guest Phil L, January 9, 2000
    • 5 replies
    • 1.9k views
    • 
    • masteff
    • February 3, 2016

50. Who is the beneficiary for RMD calc purposes?

    By AlbanyConsultant, February 2, 2016
    • 4 replies
    • 1.1k views
    • 
    • ESOP Guy
    • February 2, 2016