Distributions and Loans, Other than QDROs

4,204 topics in this forum

1. 3 company Controlled group w/ 2 plans

   By Guest Amy Marie, July 7, 2014   

   • controlled group
   • loan
   • 1 reply
   • 2k views
   • 
   • QDROphile
   • July 7, 2014

2. Loan from basically a dormant plan

   By R. Butler, July 3, 2014
   • 6 replies
   • 1.7k views
   • 
   • Bird
   • July 7, 2014

3. Can a plan's terms require distributions to be made via direct deposit

   By Guest Ed F, June 22, 2000
   • 5 replies
   • 5.5k views
   • 
   • Guest
   • July 3, 2014

4. hardship for "casualty loss" three years ago

   By AlbanyConsultant, June 24, 2014
   • 5 replies
   • 1.8k views
   • 
   • Guest
   • July 3, 2014

5. Is it rolloverable

   By LIBERTYKID, June 24, 2014
   • 6 replies
   • 2.2k views
   • 
   • david rigby
   • June 24, 2014

6. Hardships not permitted after Age 59 1/2?

   By Below Ground, June 19, 2014   

   • Fund House Say This!
   • 15 replies
   • 3.2k views
   • 
   • Belgarath
   • June 24, 2014

7. Due Date of 945 Tax Payment - FIT withholding on pension distributions

   By MarZDoates, June 20, 2014
   • 5 replies
   • 3.9k views
   • 
   • MarZDoates
   • June 20, 2014

8. Hardship Suspension Rules

   By Guest MK RPS, June 19, 2014
   • 7 replies
   • 2.9k views
   • 
   • Guest
   • June 19, 2014

9. Rules on Loan Programs

   By BG5150, June 18, 2014
   • 7 replies
   • 1.7k views
   • 
   • Gadgetfreak
   • June 19, 2014

10. Termination of Employment vs. Retirement

    By chris, June 18, 2014
    • 7 replies
    • 5k views
    • 
    • ESOP Guy
    • June 19, 2014

11. Participant now excluded class--hardship available?

    By BG5150, June 2, 2014
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • June 2, 2014

12. Conversion to Roth

    By Earl, May 31, 2014
    • 4 replies
    • 1.4k views
    • 
    • Earl
    • June 2, 2014

13. Old fashioned loan accounting

    By Guest tmills, April 30, 2014
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • May 30, 2014

14. Penatly(?) for not cashing out low balances

    By BG5150, May 29, 2014
    • 5 replies
    • 1.6k views
    • 
    • MoJo
    • May 29, 2014

15. Hardship Distribution of Roth Deferrals

    By MarZDoates, May 28, 2014
    • 2 replies
    • 2.7k views
    • 
    • MarZDoates
    • May 28, 2014

16. terminated participant, loan repayment and distribution

    By Draper55, May 23, 2014
    • 3 replies
    • 1.9k views
    • 
    • QDROphile
    • May 24, 2014

17. loan over 5 year term for principal residence

    By JKW, May 22, 2014
    • 6 replies
    • 1.6k views
    • 
    • mbozek
    • May 24, 2014

18. Tax withholding before or after check delivery fees?

    By bcmom, May 8, 2014   

    • distributions
    • tax withholding
    • 11 replies
    • 3.1k views
    • 
    • Belgarath
    • May 9, 2014

19. Old fashioned loan accounting

    By Guest tmills, April 30, 2014
    • 0 replies
    • 955 views
    • 
    • Guest
    • April 30, 2014

20. Not a Sham Termination But Possibly an Issue

    By EPCRSGuru, April 17, 2014   

    • retroactive cancel of term.
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • April 17, 2014

21. 5 percent owner rule for RMDs

    By Nassau, April 15, 2014
    • 2 replies
    • 1.7k views
    • 
    • masteff
    • April 16, 2014

22. Minor Beneficiary: Tax Reporting

    By Guest 4Kicks, April 15, 2014
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 15, 2014

23. Loan interest rate

    By ombskid, April 10, 2014
    • 4 replies
    • 1.3k views
    • 
    • GMK
    • April 10, 2014

24. RMD Due - Balance is death benefit rollover

    By jmartin, April 7, 2014
    • 4 replies
    • 1.4k views
    • 
    • jmartin
    • April 9, 2014

25. Additional distributions - election forms?

    By t.haley, April 7, 2014
    • 0 replies
    • 941 views
    • 
    • t.haley
    • April 7, 2014

26. Form 1099-R for In Plan Roth Transfer

    By TPA Bob, March 31, 2014   

    • 1099-R In Plan Roth Transfer
    • 2 replies
    • 2.9k views
    • 
    • TPA Bob
    • March 31, 2014

27. Defaulted Loan

    By bzorc, March 29, 2014
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • March 31, 2014

28. first RMD TAX YEAR????

    By Lori H, March 27, 2014
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • March 27, 2014

29. When is a loan considered "repaid"?

    By Lori H, March 19, 2014
    • 5 replies
    • 1.5k views
    • 
    • BG5150
    • March 20, 2014

30. Worker's comepnsation & loan suspension

    By R. Butler, March 19, 2014
    • 0 replies
    • 972 views
    • 
    • R. Butler
    • March 19, 2014

31. Distributable Event?

    By mgcpension, March 18, 2014   

    • distribution
    • 401k
    • (and 1 more)

      Tagged with:

      • distribution
      • 401k
      • disability
    • 4 replies
    • 4.4k views
    • 
    • BG5150
    • March 19, 2014

32. 242(b) election and RMD

    By thepensionmaven, March 16, 2014   

    • RMD with 242(b)
    • 2 replies
    • 1.7k views
    • 
    • My 2 cents
    • March 17, 2014

33. RMD and receivable

    By cdavis25, March 7, 2014
    • 2 replies
    • 3k views
    • 
    • cdavis25
    • March 7, 2014

34. Home Loan Refinance

    By BTH, March 4, 2014
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • March 5, 2014

35. RMD in terminated DB

    By Lou S., February 20, 2014
    • 0 replies
    • 1.3k views
    • 
    • Lou S.
    • February 20, 2014

36. Late RMD

    By doombuggy, February 7, 2014
    • 10 replies
    • 2.7k views
    • 
    • Belgarath
    • February 18, 2014

37. RMD v In-Service Non-Owner

    By Lou S., February 12, 2014
    • 3 replies
    • 1.9k views
    • 
    • masteff
    • February 12, 2014

38. withholding disaster

    By K2retire, January 23, 2014
    • 3 replies
    • 1.5k views
    • 
    • K2retire
    • February 12, 2014

39. Proof for restricted loans???

    By heygents, February 12, 2014
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • February 12, 2014

40. Distribution Tax Withholding/1099-Rs

    By sam2012, February 7, 2014   

    • 1099-Rs
    • state tax withhodling
    • 0 replies
    • 1.5k views
    • 
    • sam2012
    • February 7, 2014

41. Loan amortized incorrectly

    By JKW, February 3, 2014
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • February 4, 2014

42. RMD Question

    By Mr401k, January 29, 2014
    • 10 replies
    • 2k views
    • 
    • Mr401k
    • February 4, 2014

43. RMD/1099-R Reporting

    By Doghouse, January 29, 2014   

    • RMD
    • 1099-R
    • (and 1 more)

      Tagged with:

      • RMD
      • 1099-R
      • 1099
    • 8 replies
    • 9.8k views
    • 
    • My 2 cents
    • January 30, 2014

44. Installment Payments Over 10 Years

    By DTH, January 28, 2014
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • January 28, 2014

45. 1099-R code for cash distribution, age 56

    By emmetttrudy, January 27, 2014
    • 4 replies
    • 3.1k views
    • 
    • My 2 cents
    • January 27, 2014

46. 1099-R for defaulted DB loan

    By emmetttrudy, January 23, 2014
    • 3 replies
    • 1.7k views
    • 
    • Belgarath
    • January 23, 2014

47. 1099-R coding for Rollover

    By Guest perplexedbypensions, January 22, 2014
    • 3 replies
    • 1.5k views
    • 
    • My 2 cents
    • January 23, 2014

48. 60 day rollover to originating qualified plan

    By Golgi, January 20, 2014
    • 4 replies
    • 2.1k views
    • 
    • K2retire
    • January 20, 2014

49. 1099R code for qualified roth distribution

    By Rai401k, January 14, 2014
    • 2 replies
    • 1.4k views
    • 
    • Rai401k
    • January 16, 2014

50. Does a defaulted loan still count as a loan?

    By AlbanyConsultant, January 14, 2014
    • 5 replies
    • 1.7k views
    • 
    • AlbanyConsultant
    • January 14, 2014