Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Hardship

   By cdavis25, October 18, 2013
   • 2 replies
   • 1.4k views
   • 
   • cdavis25
   • October 22, 2013

2. Exception to 10 percent penalty tax

   By joel, October 16, 2013
   • 4 replies
   • 1.5k views
   • 
   • joel
   • October 17, 2013

3. Roth 401k non qualified distribution penalty

   By WCC, October 11, 2013
   • 3 replies
   • 3k views
   • 
   • WCC
   • October 11, 2013

4. Roth 401k non qualified distribution penalty

   By WCC, October 11, 2013
   • 0 replies
   • 845 views
   • 
   • WCC
   • October 11, 2013

5. When must bene be paid from DC plan?

   By Jed Macy, October 3, 2013   

   • RMD
   • 1 reply
   • 1.5k views
   • 
   • ETA Consulting LLC
   • October 3, 2013

6. Can a Plan add a stipulation that to take a Harship Distbribution, any outstanding Loans must be paid off first?

   By Guest heatherrfr, October 2, 2013   

   • Distributions
   • Loans
   • (and 1 more)

     Tagged with:

     • Distributions
     • Loans
     • Harships
   • 4 replies
   • 3.1k views
   • 
   • BG5150
   • October 3, 2013

7. Vesting and sale of business

   By Guest JPIngold, September 27, 2013
   • 5 replies
   • 1.8k views
   • 
   • Guest
   • September 27, 2013

8. can loan default offset be part of an RMD

   By k man, September 26, 2013
   • 3 replies
   • 2.2k views
   • 
   • BG5150
   • September 26, 2013

9. 401(k) death benefit

   By pmacduff, September 19, 2013
   • 7 replies
   • 2k views
   • 
   • pmacduff
   • September 20, 2013

10. Distribution Requested in 2012; Paid in 2013

    By Guest ELomotan, September 19, 2013   

    • distributions
    • distributions payable
    • 2 replies
    • 1.5k views
    • 
    • Lou S.
    • September 19, 2013

11. Can a terminated participant take a distribution and then payback loan?

    By Spencer, September 17, 2013   

    • defaulted loan
    • terminated participant
    • 2 replies
    • 1.2k views
    • 
    • ForksnKnives
    • September 18, 2013

12. Plan Rollovers by Estates to Inherited IRAs

    By Guest Bob:, September 12, 2013   

    • Estate
    • Rollover
    • (and 5 more)

      Tagged with:

      • Estate
      • Rollover
      • Inherited
      • IRA
      • Transfer
      • Direct
      • Qualified
    • 0 replies
    • 4k views
    • 
    • Guest
    • September 12, 2013

13. Educational Hardship for Student Loan

    By bdeancpa, September 12, 2013   

    • Hardship
    • education
    • 1 reply
    • 1.6k views
    • 
    • BG5150
    • September 12, 2013

14. Distributions paid from wrong plan

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

15. Roth included in basis if doc excludes roth from h/s dist

    By Guest isg2013, September 10, 2013
    • 3 replies
    • 962 views
    • 
    • Bird
    • September 11, 2013

16. Can an RMD from a profit sharing plan be taken from an IRA?

    By Lori H, September 4, 2013
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • September 4, 2013

17. Loans, Deemed Distributions and Offset

    By Gadgetfreak, August 30, 2013
    • 4 replies
    • 33.9k views
    • 
    • Bird
    • September 3, 2013

18. Life insurance distribution and rollover

    By R. Butler, August 30, 2013
    • 5 replies
    • 2k views
    • 
    • Bird
    • September 3, 2013

19. loan default

    By Santo Gold, August 23, 2013
    • 2 replies
    • 1.2k views
    • 
    • GMK
    • August 26, 2013

20. Quick RMD question

    By Lori H, August 14, 2013
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 19, 2013

21. In-service withdrawals of employee after-tax contributions

    By Nassau, August 16, 2013   

    • 6 month suspension
    • 2 replies
    • 3.1k views
    • 
    • masteff
    • August 17, 2013

22. Max Loan Limit

    By Guest Celtics, August 15, 2013
    • 6 replies
    • 1.2k views
    • 
    • Guest
    • August 15, 2013

23. Withholding rules in Spanish

    By ombskid, August 14, 2013
    • 3 replies
    • 1.1k views
    • 
    • masteff
    • August 15, 2013

24. 411(d)(6) protection - applicable to in-service?

    By John Feldt ERPA CPC QPA, June 12, 2013
    • 6 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • August 13, 2013

25. RMD and in-service distribution

    By Guest Jennyb473, December 3, 2010
    • 32 replies
    • 17.7k views
    • 
    • joel
    • August 11, 2013

26. RMD

    By joel, August 7, 2013
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • August 7, 2013

27. Convicted Felon wants to take a distribution

    By jmartin, April 5, 2013
    • 7 replies
    • 2.9k views
    • 
    • david rigby
    • August 5, 2013

28. Rollover amount in Loan calculation

    By Guest isg2013, August 1, 2013
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 1, 2013

29. Missing Participants and State Law

    By Susan S., July 18, 2013
    • 2 replies
    • 1.3k views
    • 
    • BG5150
    • July 19, 2013

30. commercial locator service

    By R. Butler, July 17, 2013
    • 4 replies
    • 3.3k views
    • 
    • david rigby
    • July 18, 2013

31. Mandatory cashouts - $1,000 or less

    By Nassau, July 18, 2013
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • July 18, 2013

32. Room & Board Hardship--include off-campus housing

    By BG5150, July 8, 2013
    • 2 replies
    • 4.2k views
    • 
    • masteff
    • July 8, 2013

33. Distributable Event Due to Ownership Change?

    By Susan S., July 3, 2013
    • 2 replies
    • 1.5k views
    • 
    • Susan S.
    • July 3, 2013

34. RMD and Defaulted Loan

    By Rob P, June 21, 2013
    • 10 replies
    • 8k views
    • 
    • Rob P
    • June 24, 2013

35. hardship from roth rollover

    By pmacduff, June 19, 2013
    • 5 replies
    • 1.7k views
    • 
    • Belgarath
    • June 20, 2013

36. Hardship for purchase of principal residence

    By K2retire, June 18, 2013
    • 2 replies
    • 1.9k views
    • 
    • K2retire
    • June 20, 2013

37. Hardship withdrawal approval

    By pixmax, June 18, 2013
    • 2 replies
    • 1.3k views
    • 
    • BG5150
    • June 19, 2013

38. Non-Resident Alien Distribution

    By Nassau, June 18, 2013
    • 1 reply
    • 1.3k views
    • 
    • BG5150
    • June 18, 2013

39. annuity help please

    By Tom Poje, June 14, 2013
    • 5 replies
    • 1.1k views
    • 
    • Bird
    • June 17, 2013

40. Limit term of loan

    By ombskid, June 14, 2013
    • 3 replies
    • 866 views
    • 
    • ombskid
    • June 14, 2013

41. What is the procedure for a terminated participant to maintain ownership of life insurance?

    By kwalified, June 11, 2013
    • 5 replies
    • 1.2k views
    • 
    • Belgarath
    • June 13, 2013

42. Distribution in a pooled plan

    By pixmax, June 12, 2013
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • June 13, 2013

43. Max Loan Calculated and then the Market Drops

    By CO Bank, June 11, 2013
    • 2 replies
    • 929 views
    • 
    • CO Bank
    • June 12, 2013

44. RMD and Plan Year change

    By msmith, June 10, 2013
    • 7 replies
    • 1.2k views
    • 
    • msmith
    • June 10, 2013

45. Death benefit to Niece or Spouse?

    By Lori H, June 6, 2013
    • 8 replies
    • 2k views
    • 
    • Lori H
    • June 10, 2013

46. Mandatory State withholding - participant moved out of state

    By mwyatt, June 5, 2013
    • 7 replies
    • 2.8k views
    • 
    • david rigby
    • June 5, 2013

47. RMD before 70 1/2?

    By jmartin, May 24, 2013
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • May 24, 2013

48. After-Tax Withdrawals

    By Nassau, May 23, 2013
    • 2 replies
    • 1.1k views
    • 
    • joel
    • May 23, 2013

49. Proper tax reporting of life insurance death benefit

    By Flyboyjohn, May 20, 2013
    • 4 replies
    • 1.6k views
    • 
    • rcline46
    • May 21, 2013

50. Plan contribution after required beginning date

    By Ken Davis, May 17, 2013
    • 1 reply
    • 944 views
    • 
    • QDROphile
    • May 17, 2013