Distributions and Loans, Other than QDROs

4,177 topics in this forum

1. re-financed loan

   By Dougsbpc, February 25, 2015
   • 2 replies
   • 1k views
   • 
   • Dougsbpc
   • February 25, 2015

2. Inward rollovers TO a qualified plan by..

   By Jerry Erisa, February 25, 2015
   • 2 replies
   • 856 views
   • 
   • david rigby
   • February 25, 2015

3. In Plan Roth Rollover v Transfer

   By Lou S., February 23, 2015
   • 3 replies
   • 15.4k views
   • 
   • mbozek
   • February 24, 2015

4. Hardship Request building a house

   By 52626, February 19, 2015
   • 1 reply
   • 1.3k views
   • 
   • Lou S.
   • February 19, 2015

5. Double RMD required?

   By rosskeene, February 17, 2015
   • 3 replies
   • 1.5k views
   • 
   • rosskeene
   • February 19, 2015

6. RMD on Transfer Balance?

   By Below Ground, February 19, 2015   

   • Befuudled by RMD!!!
   • 1 reply
   • 1k views
   • 
   • Lou S.
   • February 19, 2015

7. Deferral cap after hardship?

   By B21, February 13, 2015
   • 3 replies
   • 1.2k views
   • 
   • Lou S.
   • February 13, 2015

8. Abuse of Hardship provision???

   By Lori H, August 23, 2013
   • 6 replies
   • 1.8k views
   • 
   • ESOP Guy
   • February 6, 2015

9. Participant goes back to work; can min req distribs be stopped?

   By sf2699, February 5, 2015   

   • 409A
   • 1 reply
   • 1.6k views
   • 
   • ETA Consulting LLC
   • February 6, 2015

10. Rollover?

    By Dougsbpc, February 4, 2015
    • 8 replies
    • 1.1k views
    • 
    • jpod
    • February 5, 2015

11. 402(f) Notice needed for RMD?

    By BG5150, February 3, 2015
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • February 4, 2015

12. Hardship Withdrawals

    By Nassau, January 30, 2015
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • January 30, 2015

13. reporting accuracy on inkind rollover

    By Draper55, January 21, 2015
    • 4 replies
    • 1k views
    • 
    • Draper55
    • January 30, 2015

14. How much to forfeit - Forfeiture Break in Service

    By MarZDoates, January 16, 2015
    • 3 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • January 16, 2015

15. Force out Payments

    By 52626, January 14, 2015
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • January 15, 2015

16. Roth Distribution Code

    By Vlad401k, December 29, 2014
    • 8 replies
    • 5.1k views
    • 
    • pmacduff
    • January 12, 2015

17. RMD for non spousal beneficiaries

    By JKW, January 5, 2015
    • 8 replies
    • 2.1k views
    • 
    • JKW
    • January 7, 2015

18. 430 Restrictions and Rollovers

    By rcline46, January 6, 2015
    • 0 replies
    • 846 views
    • 
    • rcline46
    • January 6, 2015

19. Distribution Code for Roth Conversion with Tax Withholding

    By Vlad401k, December 24, 2014
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • January 5, 2015

20. Failure to Take RMD After Five Years - Excise Tax?

    By EBECatty, December 23, 2014
    • 4 replies
    • 2k views
    • 
    • Tom Poje
    • December 29, 2014

21. Profit Sharing In-Service Withdrawals at Stated Age

    By Lori Foresz, December 18, 2014
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • December 23, 2014

22. Waiver of QJSA - Remaining Options

    By Guest Statler, December 19, 2014   

    • QJSA
    • Lump Sum
    • (and 1 more)

      Tagged with:

      • QJSA
      • Lump Sum
      • In-Service
    • 1 reply
    • 1.5k views
    • 
    • My 2 cents
    • December 22, 2014

23. encouraging terminated participants to take distribution

    By Nancy D, December 10, 2014
    • 3 replies
    • 1.7k views
    • 
    • Nancy D
    • December 19, 2014

24. Invaild rollover contribution and subsequent distribution

    By buckaroo, December 16, 2014
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • December 17, 2014

25. Restrictions on Loans

    By Stash026, December 15, 2014
    • 4 replies
    • 905 views
    • 
    • BG5150
    • December 16, 2014

26. How to set up secondary beneficiaries in dC qjsa plan

    By TPApril, December 7, 2014
    • 6 replies
    • 1.1k views
    • 
    • mbozek
    • December 10, 2014

27. Estate of deceased employee as default death beneficiary

    By J Simmons, December 4, 2014
    • 1 reply
    • 1.1k views
    • 
    • GMK
    • December 4, 2014

28. vesting and death benefit

    By pmacduff, December 2, 2014
    • 12 replies
    • 6.4k views
    • 
    • jpod
    • December 4, 2014

29. Loan from Rollover source before eligible

    By Vlad401k, November 24, 2014
    • 4 replies
    • 1.4k views
    • 
    • ForksnKnives
    • December 1, 2014

30. Required QJSA Explanation

    By Fielding Mellish, November 21, 2014
    • 2 replies
    • 1.4k views
    • 
    • My 2 cents
    • November 21, 2014

31. Maximum amount available for loan--what is a related plan

    By jkharvey, November 14, 2014
    • 2 replies
    • 841 views
    • 
    • jkharvey
    • November 14, 2014

32. Refusal to reissue distribution check

    By dmwe, November 3, 2014
    • 3 replies
    • 1.9k views
    • 
    • dmwe
    • November 3, 2014

33. RMD - father of owner

    By doombuggy, October 27, 2014   

    • attribution rules
    • RMD
    • 2 replies
    • 1.6k views
    • 
    • doombuggy
    • October 27, 2014

34. RMD-former 5% owner

    By BTH, October 17, 2014
    • 3 replies
    • 4.2k views
    • 
    • Kevin C
    • October 24, 2014

35. RMD after Death but before RBD?

    By mgcpension, October 23, 2014
    • 6 replies
    • 1.5k views
    • 
    • mgcpension
    • October 23, 2014

36. Additional Loan Repayment

    By Dougsbpc, October 21, 2014
    • 2 replies
    • 1.4k views
    • 
    • K2retire
    • October 21, 2014

37. 1099-R - when participant elects rollover, but doesn't rollover

    By Pam S., March 5, 2014
    • 19 replies
    • 10.6k views
    • 
    • Appleby
    • October 18, 2014

38. Loans - Two Bona Fide Leaves of Absence

    By DTH, October 16, 2014
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • October 16, 2014

39. PT loans, Form 5330, statute of limitations

    By wvbeachgirl, October 16, 2014
    • 0 replies
    • 1.2k views
    • 
    • wvbeachgirl
    • October 16, 2014

40. Missing Participant in Active Plan (DB or DC)

    By JButtrick, October 15, 2014   

    • Missing participant
    • 3 replies
    • 1.1k views
    • 
    • Lou S.
    • October 15, 2014

41. Loan to a non participant

    By pixmax, October 15, 2014
    • 3 replies
    • 1.3k views
    • 
    • ESOP Guy
    • October 15, 2014

42. RMD requirements for a rehire

    By Guest LHaskell, September 27, 2011
    • 5 replies
    • 7k views
    • 
    • Guest
    • October 10, 2014

43. RMD plan terminated

    By 52626, October 8, 2014
    • 2 replies
    • 995 views
    • 
    • ESOP Guy
    • October 8, 2014

44. Loan Refinance

    By RPP2001, October 1, 2014
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • October 1, 2014

45. Loan to inactive participant

    By 7806akp, September 29, 2014
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • September 29, 2014

46. RMD, in-kind distribution

    By emmetttrudy, September 22, 2014
    • 8 replies
    • 4k views
    • 
    • emmetttrudy
    • September 22, 2014

47. RMD to a lost participant

    By Earl, September 19, 2014
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • September 22, 2014

48. RMD under 5-Year Rule

    By GMK, September 19, 2014
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • September 19, 2014

49. how are folks handling taxable/nontaxable portions of partial direct rollovers in light of Notice 2009-68?

    By msimpson, July 23, 2014   

    • rollovers
    • taxable
    • (and 2 more)

      Tagged with:

      • rollovers
      • taxable
      • nontaxable
      • 402(f) notice
    • 10 replies
    • 1.9k views
    • 
    • msimpson
    • September 18, 2014

50. RMD from an IRA and subsequent rollover to 401(k) of IRA balance

    By Dennis G., September 15, 2014   

    • RMD rollover
    • 2 replies
    • 889 views
    • 
    • Appleby
    • September 16, 2014