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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. Plan owned insurance policy, premiums paid by loan

    By kwalified,
    • 3 replies
    • 981 views
    • Guest
    • Guest

  2. POA no longer in force

    By DMcGovern,
    • 1 reply
    • 925 views

  3. Owner defaulted on loan

    By BG5150,
    • 3 replies
    • 1.7k views

  4. Tax reporting of deceased participant loan

    By Guest halka,
    • 10 replies
    • 2.8k views

  5. Cure period applicable to 5 year max loan?

    By Guest NoraLenderB,
    • 13 replies
    • 5.8k views

  6. 401(k) plan not responsible for an identity theft that emptied a participant's account

    By Peter Gulia,
    • 4 replies
    • 5k views

  7. Distribution Form Requirements

    By MoJo,
    • 2 replies
    • 1.1k views

  8. Loan Rollover

    By Guest shm3803,
    • 5 replies
    • 1.5k views
    • Guest
    • Guest

  9. IRS letter forwarding program

    By Bird,
    • 8 replies
    • 1.5k views

  10. Correction of ineligible Hardship Distribution

    By Bruddah Kimo,
    • 5 replies
    • 3k views

  11. RMDs and more than 5% owners

    By Bird,
    • 2 replies
    • 1.3k views

  12. Spousal Consent

    By Guest WPJoeC,
    • 1 reply
    • 1.1k views

  13. Hardship Loan and Foreclosure Statement

    By Guest kdddk14,
    • 3 replies
    • 1.2k views

  14. Form 1099-R

    By retbenser,
    • 1 reply
    • 1.1k views

  15. Hardship Withdrawal

    By Nassau,
    • 1 reply
    • 1.1k views

  16. Hardship Withdrawal

    By Nassau,
    • 2 replies
    • 2.6k views
    • Guest
    • Guest

  17. 1099R and Withholding on Small Termination Distributions

    By CharlesLeggette,
    • 2 replies
    • 1.8k views

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

    By Guest TaxedToDeath,
    • 3 replies
    • 1.2k views

  19. Stale checks

    By Guest Tbrown,
    • 3 replies
    • 1.9k views
    • Guest
    • Guest

  20. In-service withdrawals of profit sharing balances

    By Beltane,
    • 2 replies
    • 1.5k views

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

    By Guest TaxedToDeath,
    • 5 replies
    • 1.5k views
    • Guest
    • Guest

  22. Distribution Made in Error & 5330

    By CLE401kGuy,
    • 1 reply
    • 1.1k views

  23. Distribution paid to plan sponsor?

    By Guest YvonneT,
    • 16 replies
    • 3.5k views

  24. RMD and non-5% owner participants

    By bevfair,
    • 1 reply
    • 1.3k views

  25. Loan Fee and 50% Loan Limit

    By Gadgetfreak,
    • 10 replies
    • 1.6k views

  26. RMD and minority interest discounts

    By Guest JPIngold,
    • 1 reply
    • 1k views

  27. After-Tax Distribution

    By Archimage,
    • 8 replies
    • 2k views

  28. In-Service Distribution Post Loan

    By chris,
    • 9 replies
    • 3.3k views

  29. No 402(f) notice provided

    By Oh so SIMPLE,
    • 4 replies
    • 2.5k views

  30. Rollover account in mandatory cashouts

    By BG5150,
    • 2 replies
    • 1.4k views

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

    By AKconsult,
    • 3 replies
    • 1k views

  32. DB Plan Form of Benefit Options - Alternate Beneficiary

    By TPApril,
    • 0 replies
    • 758 views

  33. Fraudulent Distribution

    By RCK,
    • 22 replies
    • 7.1k views

  34. 401k loan - default never processed

    By JKW,
    • 1 reply
    • 1.8k views

  35. Can a loan be rolled over?

    By K-t-F,
    • 5 replies
    • 1.8k views

  36. RMD's

    By kwalified,
    • 1 reply
    • 984 views

  37. Alternative Defined Contribution Plan Failure

    By Guest RandomQuestion,
    • 0 replies
    • 695 views
    • Guest
    • Guest

  38. Hardship Dist after age 59 1/2

    By Lori H,
    • 7 replies
    • 2.2k views

  39. Ineligible Hardship and No Suspension of Deferrals

    By KateSmithPA,
    • 9 replies
    • 3.5k views

  40. 402f Special Tax Notice in Spanish

    By Guest mickiemurphy,
    • 1 reply
    • 3.1k views

  41. Home Purchase - Loan Program Follows Hardship Rules

    By BeanCounterBlues,
    • 12 replies
    • 3.6k views

  42. Loan Program

    By BG5150,
    • 2 replies
    • 937 views

  43. Participant Overpaid

    By Dougsbpc,
    • 2 replies
    • 1.2k views

  44. IRS Notice 2010 945

    By DP,
    • 0 replies
    • 936 views
    • DP
    • DP

  45. Loans - Does the Cure Period "Roll"?

    By Übernerd,
    • 5 replies
    • 1.5k views

  46. Distribution Fees Charged to Participant?

    By emmetttrudy,
    • 3 replies
    • 1.7k views

  47. Revoking a TEFRA 242(b) election

    By TPATC,
    • 1 reply
    • 1.3k views

  48. Income Tax on Death Benefit of a Life Insurance Policy

    By jmartin,
    • 3 replies
    • 1.9k views

  49. RMD question - Non-owner, still working

    By Spencer,
    • 1 reply
    • 1.2k views

  50. Corrected 1099-R

    By Susan S.,
    • 3 replies
    • 1.4k views
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