Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. RMD/RBD

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

2. hardship distribution, principal residence could be a duplex

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

3. Home Repair

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

4. Participant-Paid Distribution Fee

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

5. Defaulted Loan Reported as Deemed Distribution

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

6. Failure to Process Withholding Tax

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

7. Beneficiary Designation of Accounts

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

8. Plan loan to owner

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

9. Installment payments at Termination

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

10. Defaulted loan

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

11. Independent Contractor

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

12. In-Service at Age 55

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

13. 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

14. In-Plan Roth Conversion of merged MPP assets

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

15. Home Purchase

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

16. Hardship distribution used for non-hardship reasons

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

17. VCP Application re Participant Loans

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

18. Spouse as beneficiary--5 year rule

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

19. Post-Secondary Education

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

20. Revised 1099-R?

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

21. Non-Spouse Beneficiary Distribution

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

22. Loan Refi for principal residence

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

23. Do corrective ACP refunds offset MRDs?

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

24. Can a Plan Have These Types of Loans?

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

25. Required minimum distribution/installment payments

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

26. Overpayment of Benefits & 1099-R Question

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

27. 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

28. Lease to Purchase

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

29. Distribution of employee after-tax - no rollover

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

30. Cost for Plan to Obtain Annuity?

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

31. Leave of Absence Loan Payment Suspensions

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

32. Principal Residence

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

33. Land Purchase

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

34. Electronic deposit of withholding

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

35. overpayment

    By Felicia, February 9, 2012
    • 5 replies
    • 2.3k views
    • 
    • mbozek
    • February 13, 2012

36. Wants to "reverse" the hardship distribution

    By Pension Panda, February 9, 2012
    • 3 replies
    • 3.5k views
    • 
    • Kevin C
    • February 9, 2012

37. Designated Roth accounts

    By Felicia, February 3, 2012
    • 0 replies
    • 900 views
    • 
    • Felicia
    • February 3, 2012

38. In-Service Distributions

    By Guest djbh, January 26, 2012
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • January 28, 2012

39. distribution for employee receiving severence pay

    By pmacduff, January 23, 2012
    • 3 replies
    • 1.1k views
    • 
    • pmacduff
    • January 24, 2012

40. TEFRA 242(b) Election

    By 12AX7, January 24, 2012
    • 3 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • January 24, 2012

41. Loan Availability after Messy Loan Transactions

    By TPApril, January 18, 2012
    • 2 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 18, 2012

42. Withholding

    By Guest Sieve, January 16, 2012
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • January 16, 2012

43. Hardships taken from incorrect source

    By Guest doh5557, January 11, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • January 13, 2012

44. Employer Pays Distributions, Plan Reimburses Employer

    By mming, January 11, 2012
    • 4 replies
    • 1k views
    • 
    • masteff
    • January 12, 2012

45. Determination of Vest % for 401(m) excess match contribution

    By Guest KennyH, January 6, 2012
    • 6 replies
    • 977 views
    • 
    • Guest
    • January 6, 2012

46. Michigan Withholding on Lump Sum

    By stormoj1, January 3, 2012
    • 1 reply
    • 2.2k views
    • 
    • david rigby
    • January 3, 2012

47. Maximum Number of Outstanding Loans

    By bzorc, December 22, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 23, 2011

48. 1099-R 945 and withholding not done?

    By Lou S., January 26, 2011
    • 9 replies
    • 2.5k views
    • 
    • Lou S.
    • December 22, 2011

49. Overpayment of Employer Match

    By Nassau, December 21, 2011
    • 3 replies
    • 1.5k views
    • 
    • Kevin C
    • December 21, 2011

50. can't determine FMV for RMD

    By Scuba 401, December 20, 2011
    • 6 replies
    • 1.3k views
    • 
    • Scuba 401
    • December 21, 2011