Distributions and Loans, Other than QDROs

4,191 topics in this forum

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

   By BG5150, July 8, 2013
   • 2 replies
   • 4.3k views
   • 
   • masteff
   • July 8, 2013

2. Distributable Event Due to Ownership Change?

   By Susan S., July 3, 2013
   • 2 replies
   • 1.7k views
   • 
   • Susan S.
   • July 3, 2013

3. RMD and Defaulted Loan

   By Rob P, June 21, 2013
   • 10 replies
   • 8.3k views
   • 
   • Rob P
   • June 24, 2013

4. hardship from roth rollover

   By pmacduff, June 19, 2013
   • 5 replies
   • 1.9k views
   • 
   • Belgarath
   • June 20, 2013

5. Hardship for purchase of principal residence

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

6. Hardship withdrawal approval

   By pixmax, June 18, 2013
   • 2 replies
   • 1.4k views
   • 
   • BG5150
   • June 19, 2013

7. Non-Resident Alien Distribution

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

8. annuity help please

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

9. Limit term of loan

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

10. 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

11. Distribution in a pooled plan

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

12. Max Loan Calculated and then the Market Drops

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

13. RMD and Plan Year change

    By msmith, June 10, 2013
    • 7 replies
    • 1.3k views
    • 
    • msmith
    • June 10, 2013

14. Death benefit to Niece or Spouse?

    By Lori H, June 6, 2013
    • 8 replies
    • 2.1k views
    • 
    • Lori H
    • June 10, 2013

15. Mandatory State withholding - participant moved out of state

    By mwyatt, June 5, 2013
    • 7 replies
    • 3k views
    • 
    • david rigby
    • June 5, 2013

16. RMD before 70 1/2?

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

17. After-Tax Withdrawals

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

18. Proper tax reporting of life insurance death benefit

    By Flyboyjohn, May 20, 2013
    • 4 replies
    • 1.7k views
    • 
    • rcline46
    • May 21, 2013

19. Plan contribution after required beginning date

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

20. 20% FIT Error

    By CLE401kGuy, May 16, 2013
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • May 16, 2013

21. Distribution Election Forms

    By Guest Jennyb473, May 28, 2009
    • 8 replies
    • 8k views
    • 
    • Guest
    • May 13, 2013

22. Primary Residence Loan & Extra Payments

    By 415 Limit, May 8, 2013
    • 3 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • May 9, 2013

23. Two Plans - Loan Limit Question

    By L_Ann_F, May 8, 2013   

    • Loan Limits
    • Two Plans
    • (and 2 more)

      Tagged with:

      • Loan Limits
      • Two Plans
      • Money Purchase
      • 401K
    • 2 replies
    • 1.5k views
    • 
    • L_Ann_F
    • May 8, 2013

24. In-Service distribution: what forms to file, etc.

    By tertue, May 6, 2013   

    • in-service distribution
    • forms
    • (and 2 more)

      Tagged with:

      • in-service distribution
      • forms
      • filing
      • options
    • 2 replies
    • 1.4k views
    • 
    • Lou S.
    • May 6, 2013

25. many loan violations

    By Santo Gold, May 1, 2013
    • 1 reply
    • 1.3k views
    • 
    • Kevin C
    • May 3, 2013

26. Participant Loan Refinance - Stop the madness!

    By Doghouse, May 1, 2013   

    • loan refinanc residence
    • 4 replies
    • 1.4k views
    • 
    • MoShawn
    • May 1, 2013

27. Paying an RMD before exactly attaining age 70.5

    By AlbanyConsultant, April 25, 2013
    • 5 replies
    • 3k views
    • 
    • ESOP Guy
    • April 25, 2013

28. When is first loan repayment due?

    By emmetttrudy, April 23, 2013
    • 3 replies
    • 1.3k views
    • 
    • ESOP Guy
    • April 24, 2013

29. RMD and Beneficiary is More Than 10 Years Younger

    By emmetttrudy, April 22, 2013
    • 4 replies
    • 3.7k views
    • 
    • Bird
    • April 23, 2013

30. SIP beneficiary question

    By Guest LuckyDuck, April 20, 2013
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • April 22, 2013

31. Loans defaulted, but no 1099-R's issued

    By BG5150, April 11, 2013
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • April 12, 2013

32. Distribution but no dist form

    By jmartin, April 9, 2013
    • 3 replies
    • 1k views
    • 
    • jmartin
    • April 9, 2013

33. Medical bills for Mother--hardship cause?

    By BG5150, January 23, 2013
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 5, 2013

34. Required Minimum Distributions

    By pgold, April 4, 2013
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • April 4, 2013

35. Loan defaulted & he wants to start repaying again...

    By doombuggy, April 3, 2013   

    • loan default
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • April 3, 2013

36. Spousal beneficiary

    By Craig Schiller, March 27, 2013   

    • RBD for spouse
    • 2 replies
    • 1.2k views
    • 
    • Craig Schiller
    • March 29, 2013

37. Hardhip withdrawal of MP funds transferred to K plan

    By BG5150, March 25, 2013
    • 1 reply
    • 903 views
    • 
    • rcline46
    • March 25, 2013

38. Required Minimum Distributions

    By Nassau, March 20, 2013   

    • Greater than 5% owner
    • 9 replies
    • 1.6k views
    • 
    • masteff
    • March 21, 2013

39. Required Minimum Distributions

    By Nassau, March 20, 2013   

    • Greater than 5-percent owner
    • 3 replies
    • 1.4k views
    • 
    • GMK
    • March 20, 2013

40. Required Distribution - non 5 percent owener

    By luissaha, March 19, 2013
    • 7 replies
    • 1.2k views
    • 
    • BG5150
    • March 20, 2013

41. Hardship for purchase of principal residence if participant isn't the one making the purchase?

    By jkharvey, March 18, 2013
    • 4 replies
    • 1.4k views
    • 
    • QDROphile
    • March 19, 2013

42. Loan in excess of dollar max permitted

    By Trekker, March 19, 2013
    • 0 replies
    • 843 views
    • 
    • Trekker
    • March 19, 2013

43. Required minimum distribution (5% owner)

    By k man, March 18, 2013
    • 1 reply
    • 3.5k views
    • 
    • Belgarath
    • March 18, 2013

44. Loan reamortize new provider

    By R. Butler, March 14, 2013
    • 7 replies
    • 1.4k views
    • 
    • BG5150
    • March 15, 2013

45. Safe Harbor Contributions

    By Nassau, March 12, 2013
    • 6 replies
    • 1.5k views
    • 
    • Nassau
    • March 12, 2013

46. Safe Harbor Contributions

    By Nassau, March 12, 2013
    • 0 replies
    • 877 views
    • 
    • Nassau
    • March 12, 2013

47. loan default

    By thepensionmaven, March 11, 2013   

    • loan default
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • March 11, 2013

48. Late 1099-R

    By kevind2010, March 15, 2012
    • 7 replies
    • 8.1k views
    • 
    • Bird
    • March 11, 2013

49. RMD Calculation

    By Susan S., March 8, 2013
    • 3 replies
    • 1.7k views
    • 
    • ESOP Guy
    • March 8, 2013

50. Employee now considered "contract labor"

    By MarZDoates, January 2, 2013
    • 6 replies
    • 2.6k views
    • 
    • masteff
    • February 27, 2013