Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Participant Loan Refinance - Stop the madness!

   By Doghouse, May 1, 2013   

   • loan refinanc residence
   • 4 replies
   • 1.3k views
   • 
   • MoShawn
   • May 1, 2013

2. Paying an RMD before exactly attaining age 70.5

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

3. When is first loan repayment due?

   By emmetttrudy, April 23, 2013
   • 3 replies
   • 1.2k views
   • 
   • ESOP Guy
   • April 24, 2013

4. RMD and Beneficiary is More Than 10 Years Younger

   By emmetttrudy, April 22, 2013
   • 4 replies
   • 3.6k views
   • 
   • Bird
   • April 23, 2013

5. SIP beneficiary question

   By Guest LuckyDuck, April 20, 2013
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • April 22, 2013

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

   By BG5150, April 11, 2013
   • 1 reply
   • 1.1k views
   • 
   • Lou S.
   • April 12, 2013

7. Distribution but no dist form

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

8. Medical bills for Mother--hardship cause?

   By BG5150, January 23, 2013
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • April 5, 2013

9. Required Minimum Distributions

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

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

    By doombuggy, April 3, 2013   

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

11. Spousal beneficiary

    By Craig Schiller, March 27, 2013   

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

12. Hardhip withdrawal of MP funds transferred to K plan

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

13. Required Minimum Distributions

    By Nassau, March 20, 2013   

    • Greater than 5% owner
    • 9 replies
    • 1.4k views
    • 
    • masteff
    • March 21, 2013

14. Required Minimum Distributions

    By Nassau, March 20, 2013   

    • Greater than 5-percent owner
    • 3 replies
    • 1.3k views
    • 
    • GMK
    • March 20, 2013

15. Required Distribution - non 5 percent owener

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

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

    By jkharvey, March 18, 2013
    • 4 replies
    • 1.3k views
    • 
    • QDROphile
    • March 19, 2013

17. Loan in excess of dollar max permitted

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

18. Required minimum distribution (5% owner)

    By k man, March 18, 2013
    • 1 reply
    • 3.4k views
    • 
    • Belgarath
    • March 18, 2013

19. Loan reamortize new provider

    By R. Butler, March 14, 2013
    • 7 replies
    • 1.3k views
    • 
    • BG5150
    • March 15, 2013

20. Safe Harbor Contributions

    By Nassau, March 12, 2013
    • 6 replies
    • 1.4k views
    • 
    • Nassau
    • March 12, 2013

21. Safe Harbor Contributions

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

22. loan default

    By thepensionmaven, March 11, 2013   

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

23. Late 1099-R

    By kevind2010, March 15, 2012
    • 7 replies
    • 7.1k views
    • 
    • Bird
    • March 11, 2013

24. RMD Calculation

    By Susan S., March 8, 2013
    • 3 replies
    • 1.6k views
    • 
    • ESOP Guy
    • March 8, 2013

25. Employee now considered "contract labor"

    By MarZDoates, January 2, 2013
    • 6 replies
    • 2.2k views
    • 
    • masteff
    • February 27, 2013

26. Death Benefit to a Trust

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

27. 242(b) election

    By thepensionmaven, February 21, 2013
    • 2 replies
    • 1k views
    • 
    • Bird
    • February 22, 2013

28. RMD in year of death

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

29. loan default and repayment

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

30. Correction of Loan Failure through VCP

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

31. Roth Hardship Withdrawals

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

32. RMD after Death - 4 beneficiaries

    By Lou S., February 11, 2013
    • 4 replies
    • 1.3k views
    • 
    • masteff
    • February 12, 2013

33. Plan document or Will?

    By DMcGovern, February 7, 2013   

    • no beneficiary designation
    • 3 replies
    • 1k views
    • 
    • masteff
    • February 7, 2013

34. age 55 exception 10% penalty

    By Lori H, February 4, 2013
    • 9 replies
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • February 6, 2013

35. Required Beginning Date

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

36. 1099-R: being the payer and the payee at the same time

    By AlbanyConsultant, January 29, 2013
    • 5 replies
    • 1.5k views
    • 
    • Bird
    • February 2, 2013

37. Disability or Termination

    By TBob, May 23, 2006
    • 9 replies
    • 3k views
    • 
    • masteff
    • February 1, 2013

38. RMD and Deferred Distribution

    By AJ North, January 30, 2013
    • 5 replies
    • 1.1k views
    • 
    • AJ North
    • February 1, 2013

39. RMD for deceased participant

    By Santo Gold, February 1, 2013
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • February 1, 2013

40. Loan Default and Qulification Issues

    By Lou S., January 31, 2013
    • 2 replies
    • 946 views
    • 
    • masteff
    • January 31, 2013

41. Who is an Owner for RBD

    By Guest BWORC, January 28, 2013
    • 9 replies
    • 2k views
    • 
    • ETA Consulting LLC
    • January 31, 2013

42. Quick clarification on RMD after death of participant

    By jkharvey, January 29, 2013
    • 3 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • January 29, 2013

43. 20% withholding

    By Santo Gold, January 23, 2013
    • 9 replies
    • 1.7k views
    • 
    • masteff
    • January 28, 2013

44. Interest on RMD made in error

    By Guest tbeatty, January 25, 2013
    • 2 replies
    • 1k views
    • 
    • Guest
    • January 25, 2013

45. Periodic Payments

    By Guest ehe0219, January 23, 2013
    • 2 replies
    • 984 views
    • 
    • Guest
    • January 24, 2013

46. Hardship from SIMPLE match

    By R. Butler, January 23, 2013
    • 1 reply
    • 954 views
    • 
    • masteff
    • January 23, 2013

47. Automatic IRA rollover

    By Cynchbeast, January 22, 2013
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 22, 2013

48. no beneficiary designation

    By k man, January 17, 2013
    • 8 replies
    • 1.4k views
    • 
    • MoJo
    • January 21, 2013

49. RMD Distribution

    By JKW, January 18, 2013
    • 6 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 18, 2013

50. Maximum Loan Availability

    By Guest mmaggs, January 18, 2013
    • 1 reply
    • 935 views
    • 
    • ETA Consulting LLC
    • January 18, 2013