Distributions and Loans, Other than QDROs

4,204 topics in this forum

1. Invaild rollover contribution and subsequent distribution

   By buckaroo, December 16, 2014
   • 3 replies
   • 1.6k views
   • 
   • BG5150
   • December 17, 2014

2. Restrictions on Loans

   By Stash026, December 15, 2014
   • 4 replies
   • 1.2k views
   • 
   • BG5150
   • December 16, 2014

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

   By TPApril, December 7, 2014
   • 6 replies
   • 1.6k views
   • 
   • mbozek
   • December 10, 2014

4. Estate of deceased employee as default death beneficiary

   By J Simmons, December 4, 2014
   • 1 reply
   • 1.2k views
   • 
   • GMK
   • December 4, 2014

5. vesting and death benefit

   By pmacduff, December 2, 2014
   • 12 replies
   • 7.4k views
   • 
   • jpod
   • December 4, 2014

6. Loan from Rollover source before eligible

   By Vlad401k, November 24, 2014
   • 4 replies
   • 1.8k views
   • 
   • ForksnKnives
   • December 1, 2014

7. Required QJSA Explanation

   By Fielding Mellish, November 21, 2014
   • 2 replies
   • 1.7k views
   • 
   • My 2 cents
   • November 21, 2014

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

   By jkharvey, November 14, 2014
   • 2 replies
   • 1.1k views
   • 
   • jkharvey
   • November 14, 2014

9. Refusal to reissue distribution check

   By dmwe, November 3, 2014
   • 3 replies
   • 2.1k views
   • 
   • dmwe
   • November 3, 2014

10. RMD - father of owner

    By doombuggy, October 27, 2014   

    • attribution rules
    • RMD
    • 2 replies
    • 1.8k views
    • 
    • doombuggy
    • October 27, 2014

11. RMD-former 5% owner

    By BTH, October 17, 2014
    • 3 replies
    • 4.6k views
    • 
    • Kevin C
    • October 24, 2014

12. RMD after Death but before RBD?

    By mgcpension, October 23, 2014
    • 6 replies
    • 2k views
    • 
    • mgcpension
    • October 23, 2014

13. Additional Loan Repayment

    By Dougsbpc, October 21, 2014
    • 2 replies
    • 1.7k views
    • 
    • K2retire
    • October 21, 2014

14. 1099-R - when participant elects rollover, but doesn't rollover

    By Pam S., March 5, 2014
    • 19 replies
    • 13k views
    • 
    • Appleby
    • October 18, 2014

15. Loans - Two Bona Fide Leaves of Absence

    By DTH, October 16, 2014
    • 0 replies
    • 1.4k views
    • 
    • DTH
    • October 16, 2014

16. PT loans, Form 5330, statute of limitations

    By wvbeachgirl, October 16, 2014
    • 0 replies
    • 1.4k views
    • 
    • wvbeachgirl
    • October 16, 2014

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

    By JButtrick, October 15, 2014   

    • Missing participant
    • 3 replies
    • 1.5k views
    • 
    • Lou S.
    • October 15, 2014

18. Loan to a non participant

    By pixmax, October 15, 2014
    • 3 replies
    • 1.5k views
    • 
    • ESOP Guy
    • October 15, 2014

19. RMD requirements for a rehire

    By Guest LHaskell, September 27, 2011
    • 5 replies
    • 7.5k views
    • 
    • Guest
    • October 10, 2014

20. RMD plan terminated

    By 52626, October 8, 2014
    • 2 replies
    • 1.3k views
    • 
    • ESOP Guy
    • October 8, 2014

21. Loan Refinance

    By RPP2001, October 1, 2014
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • October 1, 2014

22. Loan to inactive participant

    By 7806akp, September 29, 2014
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • September 29, 2014

23. RMD, in-kind distribution

    By emmetttrudy, September 22, 2014
    • 8 replies
    • 6.7k views
    • 
    • emmetttrudy
    • September 22, 2014

24. RMD to a lost participant

    By Earl, September 19, 2014
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • September 22, 2014

25. RMD under 5-Year Rule

    By GMK, September 19, 2014
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • September 19, 2014

26. 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
    • 2.5k views
    • 
    • msimpson
    • September 18, 2014

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

    By Dennis G., September 15, 2014   

    • RMD rollover
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • September 16, 2014

28. In-Service Withdrawal Following Max Loan

    By kevind2010, May 1, 2013
    • 20 replies
    • 8.5k views
    • 
    • Guest
    • September 15, 2014

29. See-Through Trust Beneficiary

    By GMK, September 12, 2014
    • 3 replies
    • 1.8k views
    • 
    • GMK
    • September 15, 2014

30. Distributions to alternate payee after QDRO - penalty

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

31. Is Spousal Consent Req'd in this case?

    By BG5150, September 8, 2014
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • September 8, 2014

32. Loan repayments and change of status

    By 30Rock, September 4, 2014
    • 4 replies
    • 1.6k views
    • 
    • Lou S.
    • September 5, 2014

33. Distribution to U.S. citizen living abroad

    By Vlad401k, August 22, 2014
    • 2 replies
    • 1.2k views
    • 
    • ESOP Guy
    • August 22, 2014

34. loan payments on leave

    By JKW, August 20, 2014
    • 0 replies
    • 966 views
    • 
    • JKW
    • August 20, 2014

35. Overpayment

    By 52626, August 14, 2014
    • 2 replies
    • 1.4k views
    • 
    • 52626
    • August 14, 2014

36. Rollover into a trust?

    By Lori H, August 12, 2014
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • August 12, 2014

37. Must An HCE's Distribution Be Restricted In An Underfunded Plan If All Participants Are HCEs?

    By mming, July 31, 2014
    • 4 replies
    • 2.2k views
    • 
    • FormsRstillmylife
    • August 11, 2014

38. RMD for participant who turns becomes an HCE after age 70.5

    By Guest SVogel, August 7, 2014   

    • Required Minimum Distribution
    • 2 replies
    • 2k views
    • 
    • masteff
    • August 7, 2014

39. Profit-Sharing contribution followed by withdrawal

    By imchipbrown, August 7, 2014
    • 2 replies
    • 1.2k views
    • 
    • imchipbrown
    • August 7, 2014

40. Paid before distribution determination date - correction options?

    By AlbanyConsultant, August 4, 2014
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • August 6, 2014

41. Uncashed check, death of participant

    By R. Butler, August 1, 2014
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • August 4, 2014

42. Loans Taken but Not Allowed in Doc

    By Dazednconfused, July 29, 2014
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • July 30, 2014

43. Union Participant taking loan?

    By jmartin, July 29, 2014
    • 2 replies
    • 994 views
    • 
    • MWeddell
    • July 30, 2014

44. Partial distribution before QDRO

    By Monica Barnard, July 26, 2014
    • 5 replies
    • 1.8k views
    • 
    • My 2 cents
    • July 28, 2014

45. Delay in Depositing Distribution Check

    By Flight33, July 19, 2011
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • July 24, 2014

46. Loan or distribution?

    By Guest maddie7, July 18, 2014   

    • loan
    • distribution
    • 4 replies
    • 2.2k views
    • 
    • Kevin C
    • July 21, 2014

47. IRA to plan to avoid RMD

    By ombskid, July 21, 2014
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • July 21, 2014

48. latest possible loan repayment start date

    By justanotheradmin, July 11, 2014
    • 10 replies
    • 5.2k views
    • 
    • BG5150
    • July 15, 2014

49. 5 year repmt, practical considerations

    By wvbeachgirl, November 12, 2007
    • 6 replies
    • 3.5k views
    • 
    • masteff
    • July 13, 2014

50. Hardship available to rent apartment?

    By BG5150, July 10, 2014
    • 10 replies
    • 14.1k views
    • 
    • Bird
    • July 11, 2014