Distributions and Loans, Other than QDROs

4,180 topics in this forum

1. Max Loan Calculated and then the Market Drops

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

2. RMD and Plan Year change

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

3. Death benefit to Niece or Spouse?

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

4. Mandatory State withholding - participant moved out of state

   By mwyatt, June 5, 2013
   • 7 replies
   • 2.9k views
   • 
   • david rigby
   • June 5, 2013

5. RMD before 70 1/2?

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

6. After-Tax Withdrawals

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

7. Proper tax reporting of life insurance death benefit

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

8. Plan contribution after required beginning date

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

9. 20% FIT Error

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

10. Distribution Election Forms

    By Guest Jennyb473, May 28, 2009
    • 8 replies
    • 7.8k views
    • 
    • Guest
    • May 13, 2013

11. Primary Residence Loan & Extra Payments

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

12. 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
    • 1.4k views
    • 
    • L_Ann_F
    • May 8, 2013

13. 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

14. many loan violations

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

15. Participant Loan Refinance - Stop the madness!

    By Doghouse, May 1, 2013   

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

16. Paying an RMD before exactly attaining age 70.5

    By AlbanyConsultant, April 25, 2013
    • 5 replies
    • 2.9k views
    • 
    • ESOP Guy
    • April 25, 2013

17. When is first loan repayment due?

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

18. RMD and Beneficiary is More Than 10 Years Younger

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

19. SIP beneficiary question

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

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

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

21. Distribution but no dist form

    By jmartin, April 9, 2013
    • 3 replies
    • 962 views
    • 
    • jmartin
    • April 9, 2013

22. Medical bills for Mother--hardship cause?

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

23. Required Minimum Distributions

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

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

    By doombuggy, April 3, 2013   

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

25. Spousal beneficiary

    By Craig Schiller, March 27, 2013   

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

26. Hardhip withdrawal of MP funds transferred to K plan

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

27. Required Minimum Distributions

    By Nassau, March 20, 2013   

    • Greater than 5% owner
    • 9 replies
    • 1.5k views
    • 
    • masteff
    • March 21, 2013

28. Required Minimum Distributions

    By Nassau, March 20, 2013   

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

29. Required Distribution - non 5 percent owener

    By luissaha, March 19, 2013
    • 7 replies
    • 1.1k views
    • 
    • BG5150
    • March 20, 2013

30. 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

31. Loan in excess of dollar max permitted

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

32. Required minimum distribution (5% owner)

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

33. Loan reamortize new provider

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

34. Safe Harbor Contributions

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

35. Safe Harbor Contributions

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

36. loan default

    By thepensionmaven, March 11, 2013   

    • loan default
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • March 11, 2013

37. Late 1099-R

    By kevind2010, March 15, 2012
    • 7 replies
    • 7.9k views
    • 
    • Bird
    • March 11, 2013

38. RMD Calculation

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

39. Employee now considered "contract labor"

    By MarZDoates, January 2, 2013
    • 6 replies
    • 2.5k views
    • 
    • masteff
    • February 27, 2013

40. Death Benefit to a Trust

    By D Lewis, February 26, 2013
    • 0 replies
    • 869 views
    • 
    • D Lewis
    • February 26, 2013

41. 242(b) election

    By thepensionmaven, February 21, 2013
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • February 22, 2013

42. RMD in year of death

    By BG5150, February 21, 2013
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • February 21, 2013

43. loan default and repayment

    By thepensionmaven, February 14, 2013
    • 1 reply
    • 975 views
    • 
    • rcline46
    • February 14, 2013

44. Correction of Loan Failure through VCP

    By 12AX7, February 6, 2013
    • 7 replies
    • 2.6k views
    • 
    • thepensionmaven
    • February 14, 2013

45. Roth Hardship Withdrawals

    By Nassau, February 13, 2013
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • February 13, 2013

46. RMD after Death - 4 beneficiaries

    By Lou S., February 11, 2013
    • 4 replies
    • 1.4k views
    • 
    • masteff
    • February 12, 2013

47. Plan document or Will?

    By DMcGovern, February 7, 2013   

    • no beneficiary designation
    • 3 replies
    • 1.1k views
    • 
    • masteff
    • February 7, 2013

48. age 55 exception 10% penalty

    By Lori H, February 4, 2013
    • 9 replies
    • 3.7k views
    • 
    • John Feldt ERPA CPC QPA
    • February 6, 2013

49. Required Beginning Date

    By Lori H, February 4, 2013
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • February 5, 2013

50. 1099-R: being the payer and the payee at the same time

    By AlbanyConsultant, January 29, 2013
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • February 2, 2013