Distributions and Loans, Other than QDROs

4,199 topics in this forum

1. 411(d)(6) protection - applicable to in-service?

   By John Feldt ERPA CPC QPA, June 12, 2013
   • 6 replies
   • 2.7k views
   • 
   • John Feldt ERPA CPC QPA
   • August 13, 2013

2. RMD and in-service distribution

   By Guest Jennyb473, December 3, 2010
   • 32 replies
   • 19.1k views
   • 
   • joel
   • August 11, 2013

3. RMD

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

4. Convicted Felon wants to take a distribution

   By jmartin, April 5, 2013
   • 7 replies
   • 3.2k views
   • 
   • david rigby
   • August 5, 2013

5. Rollover amount in Loan calculation

   By Guest isg2013, August 1, 2013
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • August 1, 2013

6. Missing Participants and State Law

   By Susan S., July 18, 2013
   • 2 replies
   • 1.4k views
   • 
   • BG5150
   • July 19, 2013

7. commercial locator service

   By R. Butler, July 17, 2013
   • 4 replies
   • 3.7k views
   • 
   • david rigby
   • July 18, 2013

8. Mandatory cashouts - $1,000 or less

   By Nassau, July 18, 2013
   • 2 replies
   • 1.7k views
   • 
   • masteff
   • July 18, 2013

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

   By BG5150, July 8, 2013
   • 2 replies
   • 4.5k views
   • 
   • masteff
   • July 8, 2013

10. Distributable Event Due to Ownership Change?

    By Susan S., July 3, 2013
    • 2 replies
    • 1.9k views
    • 
    • Susan S.
    • July 3, 2013

11. RMD and Defaulted Loan

    By Rob P, June 21, 2013
    • 10 replies
    • 8.6k views
    • 
    • Rob P
    • June 24, 2013

12. hardship from roth rollover

    By pmacduff, June 19, 2013
    • 5 replies
    • 2k views
    • 
    • Belgarath
    • June 20, 2013

13. Hardship for purchase of principal residence

    By K2retire, June 18, 2013
    • 2 replies
    • 2.1k views
    • 
    • K2retire
    • June 20, 2013

14. Hardship withdrawal approval

    By pixmax, June 18, 2013
    • 2 replies
    • 1.6k views
    • 
    • BG5150
    • June 19, 2013

15. Non-Resident Alien Distribution

    By Nassau, June 18, 2013
    • 1 reply
    • 1.4k views
    • 
    • BG5150
    • June 18, 2013

16. annuity help please

    By Tom Poje, June 14, 2013
    • 5 replies
    • 1.3k views
    • 
    • Bird
    • June 17, 2013

17. Limit term of loan

    By ombskid, June 14, 2013
    • 3 replies
    • 1.1k views
    • 
    • ombskid
    • June 14, 2013

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

    By kwalified, June 11, 2013
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • June 13, 2013

19. Distribution in a pooled plan

    By pixmax, June 12, 2013
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • June 13, 2013

20. Max Loan Calculated and then the Market Drops

    By CO Bank, June 11, 2013
    • 2 replies
    • 1.2k views
    • 
    • CO Bank
    • June 12, 2013

21. RMD and Plan Year change

    By msmith, June 10, 2013
    • 7 replies
    • 1.5k views
    • 
    • msmith
    • June 10, 2013

22. Death benefit to Niece or Spouse?

    By Lori H, June 6, 2013
    • 8 replies
    • 2.2k views
    • 
    • Lori H
    • June 10, 2013

23. Mandatory State withholding - participant moved out of state

    By mwyatt, June 5, 2013
    • 7 replies
    • 3.2k views
    • 
    • david rigby
    • June 5, 2013

24. RMD before 70 1/2?

    By jmartin, May 24, 2013
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • May 24, 2013

25. After-Tax Withdrawals

    By Nassau, May 23, 2013
    • 2 replies
    • 1.3k views
    • 
    • joel
    • May 23, 2013

26. Proper tax reporting of life insurance death benefit

    By Flyboyjohn, May 20, 2013
    • 4 replies
    • 1.9k views
    • 
    • rcline46
    • May 21, 2013

27. Plan contribution after required beginning date

    By Ken Davis, May 17, 2013
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • May 17, 2013

28. 20% FIT Error

    By CLE401kGuy, May 16, 2013
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • May 16, 2013

29. Distribution Election Forms

    By Guest Jennyb473, May 28, 2009
    • 8 replies
    • 8.3k views
    • 
    • Guest
    • May 13, 2013

30. Primary Residence Loan & Extra Payments

    By 415 Limit, May 8, 2013
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • May 9, 2013

31. 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
    • 1.6k views
    • 
    • L_Ann_F
    • May 8, 2013

32. 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
    • 1.6k views
    • 
    • Lou S.
    • May 6, 2013

33. many loan violations

    By Santo Gold, May 1, 2013
    • 1 reply
    • 1.4k views
    • 
    • Kevin C
    • May 3, 2013

34. Participant Loan Refinance - Stop the madness!

    By Doghouse, May 1, 2013   

    • loan refinanc residence
    • 4 replies
    • 1.6k views
    • 
    • MoShawn
    • May 1, 2013

35. Paying an RMD before exactly attaining age 70.5

    By AlbanyConsultant, April 25, 2013
    • 5 replies
    • 3.2k views
    • 
    • ESOP Guy
    • April 25, 2013

36. When is first loan repayment due?

    By emmetttrudy, April 23, 2013
    • 3 replies
    • 1.5k views
    • 
    • ESOP Guy
    • April 24, 2013

37. RMD and Beneficiary is More Than 10 Years Younger

    By emmetttrudy, April 22, 2013
    • 4 replies
    • 3.8k views
    • 
    • Bird
    • April 23, 2013

38. SIP beneficiary question

    By Guest LuckyDuck, April 20, 2013
    • 4 replies
    • 2k views
    • 
    • Guest
    • April 22, 2013

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

    By BG5150, April 11, 2013
    • 1 reply
    • 1.4k views
    • 
    • Lou S.
    • April 12, 2013

40. Distribution but no dist form

    By jmartin, April 9, 2013
    • 3 replies
    • 1.1k views
    • 
    • jmartin
    • April 9, 2013

41. Medical bills for Mother--hardship cause?

    By BG5150, January 23, 2013
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • April 5, 2013

42. Required Minimum Distributions

    By pgold, April 4, 2013
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • April 4, 2013

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

    By doombuggy, April 3, 2013   

    • loan default
    • 2 replies
    • 1.5k views
    • 
    • Belgarath
    • April 3, 2013

44. Spousal beneficiary

    By Craig Schiller, March 27, 2013   

    • RBD for spouse
    • 2 replies
    • 1.3k views
    • 
    • Craig Schiller
    • March 29, 2013

45. Hardhip withdrawal of MP funds transferred to K plan

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

46. Required Minimum Distributions

    By Nassau, March 20, 2013   

    • Greater than 5% owner
    • 9 replies
    • 1.7k views
    • 
    • masteff
    • March 21, 2013

47. Required Minimum Distributions

    By Nassau, March 20, 2013   

    • Greater than 5-percent owner
    • 3 replies
    • 1.6k views
    • 
    • GMK
    • March 20, 2013

48. Required Distribution - non 5 percent owener

    By luissaha, March 19, 2013
    • 7 replies
    • 1.3k views
    • 
    • BG5150
    • March 20, 2013

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

    By jkharvey, March 18, 2013
    • 4 replies
    • 1.5k views
    • 
    • QDROphile
    • March 19, 2013

50. Loan in excess of dollar max permitted

    By Trekker, March 19, 2013
    • 0 replies
    • 1k views
    • 
    • Trekker
    • March 19, 2013