Distributions and Loans, Other than QDROs

4,173 topics in this forum

1. Revoking a TEFRA 242(b) election

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

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

   By jmartin, May 25, 2012
   • 3 replies
   • 2k views
   • 
   • mbozek
   • May 25, 2012

3. RMD question - Non-owner, still working

   By Spencer, May 24, 2012
   • 1 reply
   • 1.3k views
   • 
   • Lou S.
   • May 24, 2012

4. Corrected 1099-R

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

5. RMD/RBD

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

6. hardship distribution, principal residence could be a duplex

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

7. Home Repair

   By Guest Donell, May 22, 2012
   • 3 replies
   • 1.8k views
   • 
   • QDROphile
   • May 22, 2012

8. Participant-Paid Distribution Fee

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

9. Defaulted Loan Reported as Deemed Distribution

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

10. Failure to Process Withholding Tax

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

11. Beneficiary Designation of Accounts

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

12. Plan loan to owner

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

13. Installment payments at Termination

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

14. Defaulted loan

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

15. Independent Contractor

    By CLE401kGuy, April 24, 2012
    • 3 replies
    • 1.2k views
    • 
    • CLE401kGuy
    • April 24, 2012

16. In-Service at Age 55

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

17. Age 55 Distribution 10% Penalty Exception Question

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

18. In-Plan Roth Conversion of merged MPP assets

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

19. Home Purchase

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

20. Hardship distribution used for non-hardship reasons

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

21. VCP Application re Participant Loans

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

22. Spouse as beneficiary--5 year rule

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

23. Post-Secondary Education

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

24. Revised 1099-R?

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

25. Non-Spouse Beneficiary Distribution

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

26. Loan Refi for principal residence

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

27. Do corrective ACP refunds offset MRDs?

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

28. Can a Plan Have These Types of Loans?

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

29. Required minimum distribution/installment payments

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

30. Overpayment of Benefits & 1099-R Question

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

31. who is privy to knowing who a beneficiary is

    By Santo Gold, February 26, 2012
    • 11 replies
    • 2.6k views
    • 
    • mbozek
    • March 4, 2012

32. Lease to Purchase

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

33. Distribution of employee after-tax - no rollover

    By PMC, February 27, 2012
    • 3 replies
    • 1.4k views
    • 
    • GMK
    • February 27, 2012

34. Cost for Plan to Obtain Annuity?

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

35. Leave of Absence Loan Payment Suspensions

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

36. Principal Residence

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

37. Land Purchase

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

38. Electronic deposit of withholding

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

39. overpayment

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

40. Wants to "reverse" the hardship distribution

    By Pension Panda, February 9, 2012
    • 3 replies
    • 3.6k views
    • 
    • Kevin C
    • February 9, 2012

41. Designated Roth accounts

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

42. In-Service Distributions

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

43. distribution for employee receiving severence pay

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

44. TEFRA 242(b) Election

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

45. Loan Availability after Messy Loan Transactions

    By TPApril, January 18, 2012
    • 2 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • January 18, 2012

46. Withholding

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

47. Hardships taken from incorrect source

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

48. Employer Pays Distributions, Plan Reimburses Employer

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

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

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

50. Michigan Withholding on Lump Sum

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