Distributions and Loans, Other than QDROs

4,167 topics in this forum

1. Owner defaulted on loan

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

2. Tax reporting of deceased participant loan

   By Guest halka, April 28, 1999
   • 10 replies
   • 2.8k views
   • 
   • ETA Consulting LLC
   • September 12, 2012

3. Cure period applicable to 5 year max loan?

   By Guest NoraLenderB, August 21, 2012
   • 13 replies
   • 5.8k views
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   • QDROphile
   • September 11, 2012

4. 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
   • 
   • Peter Gulia
   • September 10, 2012

5. Distribution Form Requirements

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

6. Loan Rollover

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

7. IRS letter forwarding program

   By Bird, December 20, 2011
   • 8 replies
   • 1.5k views
   • 
   • david rigby
   • August 31, 2012

8. Correction of ineligible Hardship Distribution

   By Bruddah Kimo, August 30, 2012
   • 5 replies
   • 2.9k views
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   • masteff
   • August 31, 2012

9. RMDs and more than 5% owners

   By Bird, August 30, 2012
   • 2 replies
   • 1.3k views
   • 
   • ETA Consulting LLC
   • August 30, 2012

10. Spousal Consent

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

11. Hardship Loan and Foreclosure Statement

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

12. Form 1099-R

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

13. Hardship Withdrawal

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

14. Hardship Withdrawal

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

15. 1099R and Withholding on Small Termination Distributions

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

16. 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

17. Stale checks

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

18. In-service withdrawals of profit sharing balances

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

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

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

20. Distribution Made in Error & 5330

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

21. Distribution paid to plan sponsor?

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

22. RMD and non-5% owner participants

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

23. Loan Fee and 50% Loan Limit

    By Gadgetfreak, July 17, 2012
    • 10 replies
    • 1.5k views
    • 
    • Gadgetfreak
    • July 17, 2012

24. RMD and minority interest discounts

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

25. After-Tax Distribution

    By Archimage, October 14, 2003
    • 8 replies
    • 2k views
    • 
    • masteff
    • July 6, 2012

26. In-Service Distribution Post Loan

    By chris, March 1, 2012
    • 9 replies
    • 3.2k views
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    • GMK
    • June 27, 2012

27. No 402(f) notice provided

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

28. Rollover account in mandatory cashouts

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

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

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

30. DB Plan Form of Benefit Options - Alternate Beneficiary

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

31. Fraudulent Distribution

    By RCK, April 15, 2010
    • 22 replies
    • 7k views
    • 
    • MoJo
    • June 20, 2012

32. 401k loan - default never processed

    By JKW, June 18, 2012
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • June 19, 2012

33. Can a loan be rolled over?

    By K-t-F, June 18, 2012
    • 5 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • June 18, 2012

34. RMD's

    By kwalified, June 18, 2012
    • 1 reply
    • 976 views
    • 
    • ETA Consulting LLC
    • June 18, 2012

35. Alternative Defined Contribution Plan Failure

    By Guest RandomQuestion, June 15, 2012
    • 0 replies
    • 690 views
    • 
    • Guest
    • June 15, 2012

36. Hardship Dist after age 59 1/2

    By Lori H, June 11, 2012
    • 7 replies
    • 2.2k views
    • 
    • ETA Consulting LLC
    • June 12, 2012

37. Ineligible Hardship and No Suspension of Deferrals

    By KateSmithPA, June 11, 2007
    • 9 replies
    • 3.4k views
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    • Gadgetfreak
    • June 12, 2012

38. 402f Special Tax Notice in Spanish

    By Guest mickiemurphy, June 11, 2012
    • 1 reply
    • 3.1k views
    • 
    • Belgarath
    • June 12, 2012

39. Home Purchase - Loan Program Follows Hardship Rules

    By BeanCounterBlues, June 6, 2012
    • 12 replies
    • 3.6k views
    • 
    • BG5150
    • June 8, 2012

40. Loan Program

    By BG5150, June 6, 2012
    • 2 replies
    • 932 views
    • 
    • Bird
    • June 7, 2012

41. Participant Overpaid

    By Dougsbpc, June 7, 2012
    • 2 replies
    • 1.2k views
    • 
    • MoJo
    • June 7, 2012

42. IRS Notice 2010 945

    By DP, June 5, 2012
    • 0 replies
    • 929 views
    • 
    • DP
    • June 5, 2012

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

    By Übernerd, May 31, 2012
    • 5 replies
    • 1.5k views
    • 
    • Bird
    • June 1, 2012

44. Distribution Fees Charged to Participant?

    By emmetttrudy, May 31, 2012
    • 3 replies
    • 1.7k views
    • 
    • 00hskrgrl
    • May 31, 2012

45. Revoking a TEFRA 242(b) election

    By TPATC, May 30, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • May 31, 2012

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

    By jmartin, May 25, 2012
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • May 25, 2012

47. RMD question - Non-owner, still working

    By Spencer, May 24, 2012
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • May 24, 2012

48. Corrected 1099-R

    By Susan S., May 23, 2012
    • 3 replies
    • 1.4k views
    • 
    • Bill Presson
    • May 24, 2012

49. RMD/RBD

    By doombuggy, May 18, 2012
    • 8 replies
    • 1.5k views
    • 
    • masteff
    • May 23, 2012

50. hardship distribution, principal residence could be a duplex

    By Guest cbclark, May 22, 2012
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • May 23, 2012