Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Participant-Paid Distribution Fee

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

2. Defaulted Loan Reported as Deemed Distribution

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

3. Failure to Process Withholding Tax

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

4. Beneficiary Designation of Accounts

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

5. Plan loan to owner

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

6. Installment payments at Termination

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

7. Defaulted loan

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

8. Independent Contractor

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

9. In-Service at Age 55

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

10. Age 55 Distribution 10% Penalty Exception Question

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

11. In-Plan Roth Conversion of merged MPP assets

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

12. Home Purchase

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

13. Hardship distribution used for non-hardship reasons

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

14. VCP Application re Participant Loans

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

15. Spouse as beneficiary--5 year rule

    By jkharvey, March 27, 2012
    • 5 replies
    • 2.6k views
    • 
    • QDROphile
    • March 27, 2012

16. Post-Secondary Education

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

17. Revised 1099-R?

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

18. Non-Spouse Beneficiary Distribution

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

19. Loan Refi for principal residence

    By HarleyBabe, March 19, 2012
    • 3 replies
    • 1.4k views
    • 
    • masteff
    • March 19, 2012

20. Do corrective ACP refunds offset MRDs?

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

21. Can a Plan Have These Types of Loans?

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

22. Required minimum distribution/installment payments

    By pmacduff, March 8, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • March 8, 2012

23. Overpayment of Benefits & 1099-R Question

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

24. who is privy to knowing who a beneficiary is

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

25. Lease to Purchase

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

26. Distribution of employee after-tax - no rollover

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

27. Cost for Plan to Obtain Annuity?

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

28. Leave of Absence Loan Payment Suspensions

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

29. Principal Residence

    By Guest Donell, February 16, 2012
    • 6 replies
    • 1.5k views
    • 
    • masteff
    • February 17, 2012

30. Land Purchase

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

31. Electronic deposit of withholding

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

32. overpayment

    By Felicia, February 9, 2012
    • 5 replies
    • 2.2k views
    • 
    • mbozek
    • February 13, 2012

33. Wants to "reverse" the hardship distribution

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

34. Designated Roth accounts

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

35. In-Service Distributions

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

36. distribution for employee receiving severence pay

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

37. TEFRA 242(b) Election

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

38. Loan Availability after Messy Loan Transactions

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

39. Withholding

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

40. Hardships taken from incorrect source

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

41. Employer Pays Distributions, Plan Reimburses Employer

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

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

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

43. Michigan Withholding on Lump Sum

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

44. Maximum Number of Outstanding Loans

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

45. 1099-R 945 and withholding not done?

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

46. Overpayment of Employer Match

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

47. can't determine FMV for RMD

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

48. EPCRS Death RMD & Proposed Regs

    By DTH, December 18, 2011
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • December 19, 2011

49. Plan termination - RMD

    By doombuggy, December 15, 2011
    • 4 replies
    • 2.3k views
    • 
    • doombuggy
    • December 15, 2011

50. Distribution to Terminated Participant who is subsequently rehired, what about the ps receivable?

    By Guest mmc, April 15, 2004
    • 12 replies
    • 4.1k views
    • 
    • ESOP Guy
    • December 15, 2011