Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. RMD for year of death

   By CassandraS, November 28, 2012
   • 4 replies
   • 1.5k views
   • 
   • CassandraS
   • November 28, 2012

2. Real Estate as an RMD?

   By AlbanyConsultant, November 26, 2012
   • 3 replies
   • 1k views
   • 
   • Bird
   • November 26, 2012

3. Loans before Hardship Withdrawal

   By Nassau, November 21, 2012
   • 9 replies
   • 4.2k views
   • 
   • card
   • May 2, 2018

4. Missing Participants search options

   By Guest bernverd, November 19, 2012
   • 1 reply
   • 948 views
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   • david rigby
   • November 19, 2012

5. RMD's

   By Guest Donell, November 16, 2012
   • 2 replies
   • 1k views
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   • Kevin C
   • November 16, 2012

6. RMD's

   By kwalified, November 15, 2012
   • 3 replies
   • 1.2k views
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   • masteff
   • November 15, 2012

7. FSA reimbursement over multiple plan years

   By Dennis G., November 14, 2012
   • 0 replies
   • 816 views
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   • Dennis G.
   • November 14, 2012

8. Distribution upon Death

   By ac, November 13, 2012
   • 1 reply
   • 912 views
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   • ETA Consulting LLC
   • November 13, 2012

9. Small balance distributions

   By ombskid, November 8, 2012
   • 4 replies
   • 907 views
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   • ombskid
   • November 8, 2012

10. RMD for owner

    By pmacduff, November 7, 2012
    • 4 replies
    • 902 views
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    • GMK
    • November 7, 2012

11. Lump Sum Distribution and Employee CoOntributions

    By emmetttrudy, November 1, 2012
    • 6 replies
    • 1.8k views
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    • eeyore
    • November 5, 2012

12. Distributions

    By Guest Kevin1, October 23, 2012
    • 1 reply
    • 920 views
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    • ETA Consulting LLC
    • October 23, 2012

13. State Withholding Form

    By emmetttrudy, October 22, 2012
    • 2 replies
    • 1k views
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    • mbozek
    • October 23, 2012

14. Withholding on ineligible deferrals

    By hunter001, October 16, 2012
    • 5 replies
    • 2.2k views
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    • dcoderre
    • October 18, 2012

15. Distribution allowed even though rehired?

    By Guest TaxedToDeath, October 11, 2012
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • October 12, 2012

16. After-tax EE contributions rolled to Roth IRA?

    By Santo Gold, October 9, 2012
    • 2 replies
    • 3.4k views
    • 
    • mbozek
    • October 10, 2012

17. hardship withdrawal

    By pmacduff, October 8, 2012
    • 9 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • October 9, 2012

18. Plan holds non-US property (not allowed)

    By katieinny, October 4, 2012
    • 0 replies
    • 784 views
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    • katieinny
    • October 4, 2012

19. loan never repaid

    By Santo Gold, September 28, 2012
    • 6 replies
    • 1.4k views
    • 
    • QDROphile
    • October 4, 2012

20. When does a partner "terminate" for distribuiton

    By jkharvey, September 28, 2012
    • 2 replies
    • 871 views
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    • jkharvey
    • September 28, 2012

21. POA no longer in force

    By DMcGovern, September 20, 2012
    • 1 reply
    • 931 views
    • 
    • ETA Consulting LLC
    • September 20, 2012

22. Plan owned insurance policy, premiums paid by loan

    By kwalified, September 17, 2012
    • 3 replies
    • 983 views
    • 
    • Guest
    • September 20, 2012

23. Plan Loan Extending Beyond Plan's Maximum Term Limit

    By 401 Chaos, September 11, 2012
    • 2 replies
    • 1.3k views
    • 
    • 401 Chaos
    • September 26, 2012

24. 401(k) plan not responsible for an identity theft that emptied a participant's account

    By Peter Gulia, September 7, 2012
    • 4 replies
    • 5k views
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    • Peter Gulia
    • September 10, 2012

25. Distribution Form Requirements

    By MoJo, September 7, 2012
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • September 7, 2012

26. Loan Rollover

    By Guest shm3803, August 30, 2012
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • August 31, 2012

27. Correction of ineligible Hardship Distribution

    By Bruddah Kimo, August 30, 2012
    • 5 replies
    • 3k views
    • 
    • masteff
    • August 31, 2012

28. RMDs and more than 5% owners

    By Bird, August 30, 2012
    • 2 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • August 30, 2012

29. Spousal Consent

    By Guest WPJoeC, August 24, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • August 24, 2012

30. Hardship Loan and Foreclosure Statement

    By Guest kdddk14, August 22, 2012
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • August 23, 2012

31. Form 1099-R

    By retbenser, August 22, 2012
    • 1 reply
    • 1.1k views
    • 
    • BG5150
    • August 22, 2012

32. Hardship Withdrawal

    By Nassau, August 22, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • August 22, 2012

33. Hardship Withdrawal

    By Nassau, August 21, 2012
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • August 21, 2012

34. Cure period applicable to 5 year max loan?

    By Guest NoraLenderB, August 21, 2012
    • 13 replies
    • 5.9k views
    • 
    • QDROphile
    • September 11, 2012

35. 1099R and Withholding on Small Termination Distributions

    By CharlesLeggette, August 18, 2012
    • 2 replies
    • 1.8k views
    • 
    • masteff
    • August 20, 2012

36. Two different cashout limits under plan - how apply?

    By Guest TaxedToDeath, August 13, 2012
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 14, 2012

37. In-service withdrawals of profit sharing balances

    By Beltane, August 8, 2012
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • August 8, 2012

38. deceased participant questions

    By Santo Gold, August 7, 2012
    • 18 replies
    • 7.3k views
    • 
    • Anonymoose
    • December 3, 2012

39. Stale checks

    By Guest Tbrown, August 6, 2012
    • 3 replies
    • 1.9k views
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    • Guest
    • August 10, 2012

40. Participant loan defaulted, but participant never told to cure

    By Guest TaxedToDeath, August 1, 2012
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • August 2, 2012

41. Distribution Made in Error & 5330

    By CLE401kGuy, July 28, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • July 30, 2012

42. RMD and non-5% owner participants

    By bevfair, July 24, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • July 25, 2012

43. Distribution paid to plan sponsor?

    By Guest YvonneT, July 23, 2012
    • 16 replies
    • 3.5k views
    • 
    • mbozek
    • July 25, 2012

44. Loan Fee and 50% Loan Limit

    By Gadgetfreak, July 17, 2012
    • 10 replies
    • 1.6k views
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    • Gadgetfreak
    • July 17, 2012

45. RMD and minority interest discounts

    By Guest JPIngold, July 9, 2012
    • 1 reply
    • 1k views
    • 
    • mbozek
    • July 11, 2012

46. Owner defaulted on loan

    By BG5150, July 2, 2012
    • 3 replies
    • 1.7k views
    • 
    • SheilaD
    • September 13, 2012

47. No 402(f) notice provided

    By Oh so SIMPLE, June 24, 2012
    • 4 replies
    • 2.5k views
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    • mbozek
    • June 25, 2012

48. Rollover account in mandatory cashouts

    By BG5150, June 22, 2012
    • 2 replies
    • 1.4k views
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    • masteff
    • June 22, 2012

49. DB Plan Form of Benefit Options - Alternate Beneficiary

    By TPApril, June 20, 2012
    • 0 replies
    • 762 views
    • 
    • TPApril
    • June 20, 2012

50. in-service withdrawal from PS plan with integrated formula

    By AKconsult, June 20, 2012
    • 3 replies
    • 1k views
    • 
    • AKconsult
    • June 21, 2012