Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Distributions

   By Guest Kevin1, October 23, 2012
   • 1 reply
   • 908 views
   • 
   • ETA Consulting LLC
   • October 23, 2012

2. Distributions

   By Guest datalife, February 15, 2010
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • February 15, 2010

3. Distributions

   By Guest Sunny, October 22, 2002
   • 2 replies
   • 1.3k views
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   • Guest
   • October 24, 2002

4. Distributions - paid out incorrectly...who makes plan whole?

   By Guest Stacey Potts, March 16, 2011
   • 2 replies
   • 1.3k views
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   • ESOP Guy
   • April 22, 2011

5. Distributions - Protected Benefits

   By Stephanie, June 25, 2018
   • 5 replies
   • 3.1k views
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   • ACK
   • July 2, 2018

6. Distributions "in kind" of nonmarket assets

   By jkharvey, October 20, 2004
   • 3 replies
   • 1.3k views
   • 
   • jkharvey
   • October 20, 2004

7. Distributions after death

   By Guest Blake, February 5, 2002
   • 2 replies
   • 1.5k views
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   • Kirk Maldonado
   • February 5, 2002

8. Distributions after retirement age, but before actual retirement

   By Guest Tara Curran, August 6, 2002
   • 1 reply
   • 1.2k views
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   • jaemmons
   • August 6, 2002

9. Distributions after the later of Age 62 or NRA...

   By Leopurrd, June 14, 2006
   • 0 replies
   • 1.4k views
   • 
   • Leopurrd
   • June 14, 2006

10. Distributions and Loans

    By Lori H, August 10, 2004
    • 3 replies
    • 1.2k views
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    • Belgarath
    • August 11, 2004

11. Distributions and Unemployment Payments

    By Gilmore, May 11, 2020
    • 6 replies
    • 4k views
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    • Larry Starr
    • May 13, 2020

12. Distributions from 401(k) Plan

    By fmsinc, September 13, 2021
    • 6 replies
    • 793 views
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    • Luke Bailey
    • September 15, 2021

13. Distributions from Multiple Employer Plan

    By Guest VEBA Las Vegas, February 20, 2006
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • March 23, 2006

14. Distributions from Non-qualified plans

    By dmb, September 25, 2001
    • 1 reply
    • 1.6k views
    • 
    • RCK
    • October 2, 2001

15. Distributions from Orphan/Abandoned Plans

    By Medusa, November 12, 2003
    • 4 replies
    • 1.9k views
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    • FundeK
    • November 13, 2003

16. Distributions from plan funded solely by annuities

    By Guest Beth N, December 31, 2001
    • 4 replies
    • 1.5k views
    • 
    • RCK
    • January 2, 2002

17. Distributions from terminated plans......

    By Guest psgross, February 7, 2005
    • 31 replies
    • 8.9k views
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    • KJohnson
    • August 1, 2005

18. Distributions from Terminated Small DB Plan

    By Guest pension222, November 2, 2001
    • 13 replies
    • 4.5k views
    • 
    • david rigby
    • February 22, 2003

19. Distributions from Vanguard

    By ConnieStorer, December 17, 2024
    • 1 reply
    • 1k views
    • 
    • Bill Presson
    • January 3

20. Distributions From Worthless Account - How To Document

    By namealreadyinuse, August 28, 2006
    • 2 replies
    • 1.7k views
    • 
    • Peter Gulia
    • August 29, 2006

21. Distributions in a "Standard" Profit Sharing Plan

    By Guest jrf1, June 24, 2002
    • 5 replies
    • 1.4k views
    • 
    • Lynn Campbell
    • June 24, 2002

22. Distributions in a Formal Plan Termination

    By commishvp, November 9, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • November 9, 2006

23. Distributions in a Small Medical Practice

    By DP, October 8, 2004
    • 10 replies
    • 1.4k views
    • 
    • R. Butler
    • October 11, 2004

24. Distributions in Error

    By Guest Bizitchie, June 8, 2010
    • 8 replies
    • 1.6k views
    • 
    • mbozek
    • June 10, 2010

25. Distributions less than $200

    By John A, October 14, 1999
    • 0 replies
    • 1.6k views
    • 
    • John A
    • October 14, 1999

26. Distributions made by Age 62 or Age 65?

    By Guest mam, May 22, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 22, 2000

27. Distributions of $200 or less

    By Guest jat32z, May 19, 2009
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • May 19, 2009

28. Distributions of Death Benefit

    By flosfur, July 16, 2008
    • 5 replies
    • 2.1k views
    • 
    • flosfur
    • September 3, 2008

29. distributions of life insurance

    By Fred Payne, July 2, 2001
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • July 10, 2001

30. Distributions of one cent

    By michael519, November 20, 2017
    • 3 replies
    • 877 views
    • 
    • Bird
    • November 20, 2017

31. Distributions of Real Property to Disqualified Person

    By Guest Pennysaver, August 29, 2011
    • 2 replies
    • 1k views
    • 
    • Guest
    • August 29, 2011

32. Distributions of voluntary after-tax contributions

    By Guest bgiles, March 21, 2002
    • 3 replies
    • 3.8k views
    • 
    • wmyer
    • March 22, 2002

33. Distributions paid from wrong plan

    By Guest tdouglas@integrabc.com, September 11, 2013
    • 1 reply
    • 852 views
    • 
    • BG5150
    • September 11, 2013

34. Distributions prior to timing defined in aa

    By Guest BAR, August 27, 2001
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • August 27, 2001

35. Distributions processed - didn't follow plan document

    By TPAnnie, December 2, 2009
    • 2 replies
    • 1.1k views
    • 
    • mming
    • December 3, 2009

36. Distributions to alternate payee after QDRO - penalty

    By Scuba 401, September 12, 2014
    • 1 reply
    • 682 views
    • 
    • GMK
    • September 12, 2014

37. Distributions to Annuitant after death

    By Guest Quinn, June 15, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 15, 1999

38. Distributions to charitable trust?

    By kwalified, November 19, 2018
    • 4 replies
    • 929 views
    • 
    • kwalified
    • November 20, 2018

39. Distributions to participants involved in criminal acts

    By Guest DavidB, December 27, 1999
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • December 30, 1999

40. Distributions to Small Estates by Affidavit Submitted by Decedent's Successor

    By Guest rotfeast, July 2, 2004
    • 4 replies
    • 5.2k views
    • 
    • Guest
    • December 2, 2011

41. Distributions to terminated participants

    By Lori H, September 2, 2009
    • 11 replies
    • 2.6k views
    • 
    • TPAnnie
    • December 1, 2009

42. Distributions when there is creation of a joint venture

    By Guest LDH1, October 24, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 24, 2000

43. Diversification distribution from ESOP

    By lexi, March 2, 2007
    • 1 reply
    • 1.2k views
    • 
    • BeckyMiller
    • March 2, 2007

44. Divorce and Outdated Beni Designation

    By Christine Roberts, June 25, 2003
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • June 25, 2003

45. Divorce and the DB

    By Guest m.n.ouellette, April 7, 2008
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 8, 2008

46. Divorce decree changes periodic payments

    By M Norton, June 9, 2010
    • 0 replies
    • 787 views
    • 
    • M Norton
    • June 9, 2010

47. Divorce Distribution - Timing and QDRO

    By Basically, November 14, 2022
    • 12 replies
    • 1.8k views
    • 
    • Basically
    • November 18, 2022

48. Divorce revokes beneficiary designation - in which states?

    By Appleby, December 28, 2004
    • 17 replies
    • 8.5k views
    • 
    • Guest
    • January 14, 2005

49. Divorced in 1991 with No QDRO but 1/2 Pension to Exwife

    By simpsonwpc, October 15, 2015   

    • QDRO
    • WA Divorce 1991
    • (and 1 more)

      Tagged with:

      • QDRO
      • WA Divorce 1991
      • Prudential Merged Retirement
    • 5 replies
    • 1.6k views
    • 
    • jpod
    • October 19, 2015

50. Do corrective ACP refunds offset MRDs?

    By Guest TaxedToDeath, March 13, 2012
    • 3 replies
    • 935 views
    • 
    • Guest
    • March 15, 2012