Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Alternative Defined Contribution Plan Failure

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

2. 402f Special Tax Notice in Spanish

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

3. Hardship Dist after age 59 1/2

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

4. Participant Overpaid

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

5. Home Purchase - Loan Program Follows Hardship Rules

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

6. Loan Program

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

7. IRS Notice 2010 945

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

8. Distribution Fees Charged to Participant?

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

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

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

10. Revoking a TEFRA 242(b) election

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

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

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

12. RMD question - Non-owner, still working

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

13. Eligible rollover distribution to a tax-exempt payee

    By Carol V. Calhoun, May 24, 2012
    • 11 replies
    • 2.3k views
    • 
    • Bird
    • March 21, 2018

14. Corrected 1099-R

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

15. hardship distribution, principal residence could be a duplex

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

16. Home Repair

    By Guest Donell, May 22, 2012
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • May 22, 2012

17. Participant-Paid Distribution Fee

    By Doghouse, May 21, 2012
    • 2 replies
    • 1.3k views
    • 
    • Doghouse
    • May 22, 2012

18. Defaulted Loan Reported as Deemed Distribution

    By Übernerd, May 21, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • May 21, 2012

19. RMD/RBD

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

20. Beneficiary Designation of Accounts

    By LIBERTYKID, May 16, 2012
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • May 16, 2012

21. Plan loan to owner

    By John Feldt ERPA CPC QPA, May 15, 2012
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • May 15, 2012

22. Failure to Process Withholding Tax

    By Below Ground, May 15, 2012
    • 4 replies
    • 1.3k views
    • 
    • Below Ground
    • May 16, 2012

23. Installment payments at Termination

    By Nassau, May 1, 2012
    • 1 reply
    • 1k views
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    • mbozek
    • May 1, 2012

24. Defaulted loan

    By B21, April 25, 2012
    • 5 replies
    • 1.8k views
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    • ESOP Guy
    • April 26, 2012

25. Independent Contractor

    By CLE401kGuy, April 24, 2012
    • 3 replies
    • 1.1k views
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    • CLE401kGuy
    • April 24, 2012

26. In-Service at Age 55

    By CLE401kGuy, April 19, 2012
    • 3 replies
    • 1.2k views
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    • BG5150
    • April 19, 2012

27. Age 55 Distribution 10% Penalty Exception Question

    By Guest jvgatty, April 11, 2012
    • 3 replies
    • 1.3k views
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    • QDROphile
    • April 11, 2012

28. In-Plan Roth Conversion of merged MPP assets

    By Guest LF62, March 30, 2012
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • March 30, 2012

29. Home Purchase

    By Guest Donell, March 29, 2012
    • 1 reply
    • 858 views
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    • GBurns
    • March 29, 2012

30. Hardship distribution used for non-hardship reasons

    By jmartin, March 28, 2012
    • 1 reply
    • 1k views
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    • ETA Consulting LLC
    • March 28, 2012

31. Spouse as beneficiary--5 year rule

    By jkharvey, March 27, 2012
    • 5 replies
    • 2.7k views
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    • QDROphile
    • March 27, 2012

32. VCP Application re Participant Loans

    By Guest TaxedToDeath, March 26, 2012
    • 2 replies
    • 1k views
    • 
    • Guest
    • March 28, 2012

33. Post-Secondary Education

    By Guest Donell, March 21, 2012
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • March 21, 2012

34. Non-Spouse Beneficiary Distribution

    By Guest Donell, March 19, 2012
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • March 19, 2012

35. Loan Refi for principal residence

    By HarleyBabe, March 19, 2012
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • March 19, 2012

36. Revised 1099-R?

    By Guest CJErisa, March 16, 2012
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 19, 2012

37. Late 1099-R

    By kevind2010, March 15, 2012
    • 7 replies
    • 7.2k views
    • 
    • Bird
    • March 11, 2013

38. Do corrective ACP refunds offset MRDs?

    By Guest TaxedToDeath, March 13, 2012
    • 3 replies
    • 947 views
    • 
    • Guest
    • March 15, 2012

39. Can a Plan Have These Types of Loans?

    By mming, March 9, 2012
    • 5 replies
    • 1.5k views
    • 
    • QDROphile
    • March 12, 2012

40. Required minimum distribution/installment payments

    By pmacduff, March 8, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • March 8, 2012

41. Overpayment of Benefits & 1099-R Question

    By 415 Limit, March 7, 2012
    • 2 replies
    • 1.8k views
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    • 415 Limit
    • March 7, 2012

42. In-Service Distribution Post Loan

    By chris, March 1, 2012
    • 9 replies
    • 3.3k views
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    • GMK
    • June 27, 2012

43. Lease to Purchase

    By Guest Donell, February 27, 2012
    • 2 replies
    • 1.1k views
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    • QDROphile
    • February 28, 2012

44. Distribution of employee after-tax - no rollover

    By PMC, February 27, 2012
    • 3 replies
    • 1.3k views
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    • GMK
    • February 27, 2012

45. who is privy to knowing who a beneficiary is

    By Santo Gold, February 26, 2012
    • 11 replies
    • 2.5k views
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    • mbozek
    • March 4, 2012

46. Cost for Plan to Obtain Annuity?

    By chris, February 25, 2012
    • 1 reply
    • 900 views
    • 
    • Bird
    • February 27, 2012

47. Leave of Absence Loan Payment Suspensions

    By Guest Pennysaver, February 17, 2012
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 17, 2012

48. Land Purchase

    By Guest Donell, February 16, 2012
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • February 17, 2012

49. Principal Residence

    By Guest Donell, February 16, 2012
    • 6 replies
    • 1.6k views
    • 
    • masteff
    • February 17, 2012

50. Electronic deposit of withholding

    By jkharvey, February 13, 2012
    • 5 replies
    • 946 views
    • 
    • Bird
    • February 14, 2012