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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,180 topics in this forum

  1. Distributions

    By Guest Kevin1,
    • 1 reply
    • 940 views

  2. State Withholding Form

    By emmetttrudy,
    • 2 replies
    • 1k views

  3. Withholding on ineligible deferrals

    By hunter001,
    • 5 replies
    • 2.2k views

  4. Distribution allowed even though rehired?

    By Guest TaxedToDeath,
    • 2 replies
    • 1.1k views

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

    By Santo Gold,
    • 2 replies
    • 3.5k views

  6. rmd missed in 2008 and 2010

    By Guest Mk9522,
    • 8 replies
    • 4.2k views
    • Guest
    • Guest

  7. hardship withdrawal

    By pmacduff,
    • 9 replies
    • 1.6k views

  8. loan never repaid

    By Santo Gold,
    • 6 replies
    • 1.4k views

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

    By katieinny,
    • 0 replies
    • 801 views

  10. When does a partner "terminate" for distribuiton

    By jkharvey,
    • 2 replies
    • 894 views

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

    By 401 Chaos,
    • 2 replies
    • 1.3k views

  12. Plan owned insurance policy, premiums paid by loan

    By kwalified,
    • 3 replies
    • 1k views
    • Guest
    • Guest

  13. POA no longer in force

    By DMcGovern,
    • 1 reply
    • 950 views

  14. Owner defaulted on loan

    By BG5150,
    • 3 replies
    • 1.7k views

  15. Tax reporting of deceased participant loan

    By Guest halka,
    • 10 replies
    • 2.8k views

  16. Cure period applicable to 5 year max loan?

    By Guest NoraLenderB,
    • 13 replies
    • 6.2k views

  17. 401(k) plan not responsible for an identity theft that emptied a participant's account

    By Peter Gulia,
    • 4 replies
    • 5.2k views

  18. Distribution Form Requirements

    By MoJo,
    • 2 replies
    • 1.1k views

  19. Loan Rollover

    By Guest shm3803,
    • 5 replies
    • 1.6k views
    • Guest
    • Guest

  20. IRS letter forwarding program

    By Bird,
    • 8 replies
    • 1.6k views

  21. Correction of ineligible Hardship Distribution

    By Bruddah Kimo,
    • 5 replies
    • 3k views

  22. RMDs and more than 5% owners

    By Bird,
    • 2 replies
    • 1.4k views

  23. Spousal Consent

    By Guest WPJoeC,
    • 1 reply
    • 1.1k views

  24. Hardship Loan and Foreclosure Statement

    By Guest kdddk14,
    • 3 replies
    • 1.3k views

  25. Form 1099-R

    By retbenser,
    • 1 reply
    • 1.1k views

  26. Hardship Withdrawal

    By Nassau,
    • 1 reply
    • 1.2k views

  27. Hardship Withdrawal

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

  28. 1099R and Withholding on Small Termination Distributions

    By CharlesLeggette,
    • 2 replies
    • 1.8k views

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

    By Guest TaxedToDeath,
    • 3 replies
    • 1.3k views

  30. Stale checks

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

  31. In-service withdrawals of profit sharing balances

    By Beltane,
    • 2 replies
    • 1.5k views

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

    By Guest TaxedToDeath,
    • 5 replies
    • 1.6k views
    • Guest
    • Guest

  33. Distribution Made in Error & 5330

    By CLE401kGuy,
    • 1 reply
    • 1.1k views

  34. Distribution paid to plan sponsor?

    By Guest YvonneT,
    • 16 replies
    • 3.6k views

  35. RMD and non-5% owner participants

    By bevfair,
    • 1 reply
    • 1.3k views

  36. Loan Fee and 50% Loan Limit

    By Gadgetfreak,
    • 10 replies
    • 1.7k views

  37. RMD and minority interest discounts

    By Guest JPIngold,
    • 1 reply
    • 1.1k views

  38. After-Tax Distribution

    By Archimage,
    • 8 replies
    • 2.1k views

  39. In-Service Distribution Post Loan

    By chris,
    • 9 replies
    • 3.4k views

  40. No 402(f) notice provided

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

  41. Rollover account in mandatory cashouts

    By BG5150,
    • 2 replies
    • 1.5k views

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

    By AKconsult,
    • 3 replies
    • 1.1k views

  43. DB Plan Form of Benefit Options - Alternate Beneficiary

    By TPApril,
    • 0 replies
    • 776 views

  44. Fraudulent Distribution

    By RCK,
    • 22 replies
    • 7.4k views

  45. 401k loan - default never processed

    By JKW,
    • 1 reply
    • 1.9k views

  46. Can a loan be rolled over?

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

  47. RMD's

    By kwalified,
    • 1 reply
    • 1k views

  48. Alternative Defined Contribution Plan Failure

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

  49. Hardship Dist after age 59 1/2

    By Lori H,
    • 7 replies
    • 2.2k views

  50. Ineligible Hardship and No Suspension of Deferrals

    By KateSmithPA,
    • 9 replies
    • 3.5k views
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