Distributions and Loans, Other than QDROs

4,199 topics in this forum

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

   By Guest TaxedToDeath, August 1, 2012
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • August 2, 2012

2. Distribution Made in Error & 5330

   By CLE401kGuy, July 28, 2012
   • 1 reply
   • 1.3k views
   • 
   • ETA Consulting LLC
   • July 30, 2012

3. Distribution paid to plan sponsor?

   By Guest YvonneT, July 23, 2012
   • 16 replies
   • 4.1k views
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   • mbozek
   • July 25, 2012

4. RMD and non-5% owner participants

   By bevfair, July 24, 2012
   • 1 reply
   • 1.5k views
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   • ETA Consulting LLC
   • July 25, 2012

5. Loan Fee and 50% Loan Limit

   By Gadgetfreak, July 17, 2012
   • 10 replies
   • 2.1k views
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   • Gadgetfreak
   • July 17, 2012

6. RMD and minority interest discounts

   By Guest JPIngold, July 9, 2012
   • 1 reply
   • 1.3k views
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   • mbozek
   • July 11, 2012

7. After-Tax Distribution

   By Archimage, October 14, 2003
   • 8 replies
   • 2.3k views
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   • masteff
   • July 6, 2012

8. In-Service Distribution Post Loan

   By chris, March 1, 2012
   • 9 replies
   • 3.6k views
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   • GMK
   • June 27, 2012

9. No 402(f) notice provided

   By Oh so SIMPLE, June 24, 2012
   • 4 replies
   • 2.9k views
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   • mbozek
   • June 25, 2012

10. Rollover account in mandatory cashouts

    By BG5150, June 22, 2012
    • 2 replies
    • 1.6k views
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    • masteff
    • June 22, 2012

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

    By AKconsult, June 20, 2012
    • 3 replies
    • 1.2k views
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    • AKconsult
    • June 21, 2012

12. DB Plan Form of Benefit Options - Alternate Beneficiary

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

13. Fraudulent Distribution

    By RCK, April 15, 2010
    • 22 replies
    • 7.9k views
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    • MoJo
    • June 20, 2012

14. 401k loan - default never processed

    By JKW, June 18, 2012
    • 1 reply
    • 2k views
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    • Tom Poje
    • June 19, 2012

15. Can a loan be rolled over?

    By Basically, June 18, 2012
    • 5 replies
    • 2.1k views
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    • ETA Consulting LLC
    • June 18, 2012

16. RMD's

    By kwalified, June 18, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • June 18, 2012

17. Alternative Defined Contribution Plan Failure

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

18. Hardship Dist after age 59 1/2

    By Lori H, June 11, 2012
    • 7 replies
    • 2.5k views
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    • ETA Consulting LLC
    • June 12, 2012

19. Ineligible Hardship and No Suspension of Deferrals

    By KateSmithPA, June 11, 2007
    • 9 replies
    • 3.7k views
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    • Gadgetfreak
    • June 12, 2012

20. 402f Special Tax Notice in Spanish

    By Guest mickiemurphy, June 11, 2012
    • 1 reply
    • 3.3k views
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    • Belgarath
    • June 12, 2012

21. Home Purchase - Loan Program Follows Hardship Rules

    By BeanCounterBlues, June 6, 2012
    • 12 replies
    • 4.3k views
    • 
    • BG5150
    • June 8, 2012

22. Loan Program

    By BG5150, June 6, 2012
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • June 7, 2012

23. Participant Overpaid

    By Dougsbpc, June 7, 2012
    • 2 replies
    • 1.4k views
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    • MoJo
    • June 7, 2012

24. IRS Notice 2010 945

    By DP, June 5, 2012
    • 0 replies
    • 1.1k views
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    • DP
    • June 5, 2012

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

    By Übernerd, May 31, 2012
    • 5 replies
    • 1.8k views
    • 
    • Bird
    • June 1, 2012

26. Distribution Fees Charged to Participant?

    By emmetttrudy, May 31, 2012
    • 3 replies
    • 1.9k views
    • 
    • 00hskrgrl
    • May 31, 2012

27. Revoking a TEFRA 242(b) election

    By TPATC, May 30, 2012
    • 1 reply
    • 1.4k views
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    • ETA Consulting LLC
    • May 31, 2012

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

    By jmartin, May 25, 2012
    • 3 replies
    • 2.8k views
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    • mbozek
    • May 25, 2012

29. RMD question - Non-owner, still working

    By Spencer, May 24, 2012
    • 1 reply
    • 1.5k views
    • 
    • Lou S.
    • May 24, 2012

30. Corrected 1099-R

    By Susan S., May 23, 2012
    • 3 replies
    • 1.7k views
    • 
    • Bill Presson
    • May 24, 2012

31. RMD/RBD

    By doombuggy, May 18, 2012
    • 8 replies
    • 1.7k views
    • 
    • masteff
    • May 23, 2012

32. hardship distribution, principal residence could be a duplex

    By Guest cbclark, May 22, 2012
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • May 23, 2012

33. Home Repair

    By Guest Donell, May 22, 2012
    • 3 replies
    • 2k views
    • 
    • QDROphile
    • May 22, 2012

34. Participant-Paid Distribution Fee

    By Doghouse, May 21, 2012
    • 2 replies
    • 1.4k views
    • 
    • Doghouse
    • May 22, 2012

35. Defaulted Loan Reported as Deemed Distribution

    By Übernerd, May 21, 2012
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • May 21, 2012

36. Failure to Process Withholding Tax

    By Below Ground, May 15, 2012
    • 4 replies
    • 1.5k views
    • 
    • Below Ground
    • May 16, 2012

37. Beneficiary Designation of Accounts

    By LIBERTYKID, May 16, 2012
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • May 16, 2012

38. Plan loan to owner

    By John Feldt ERPA CPC QPA, May 15, 2012
    • 2 replies
    • 1.3k views
    • 
    • Kevin C
    • May 15, 2012

39. Installment payments at Termination

    By Nassau, May 1, 2012
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • May 1, 2012

40. Defaulted loan

    By B21, April 25, 2012
    • 5 replies
    • 2k views
    • 
    • ESOP Guy
    • April 26, 2012

41. Independent Contractor

    By CLE401kGuy, April 24, 2012
    • 3 replies
    • 1.3k views
    • 
    • CLE401kGuy
    • April 24, 2012

42. In-Service at Age 55

    By CLE401kGuy, April 19, 2012
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • April 19, 2012

43. Age 55 Distribution 10% Penalty Exception Question

    By Guest jvgatty, April 11, 2012
    • 3 replies
    • 1.5k views
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    • QDROphile
    • April 11, 2012

44. In-Plan Roth Conversion of merged MPP assets

    By Guest LF62, March 30, 2012
    • 1 reply
    • 1.4k views
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    • rcline46
    • March 30, 2012

45. Home Purchase

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

46. Hardship distribution used for non-hardship reasons

    By jmartin, March 28, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • March 28, 2012

47. VCP Application re Participant Loans

    By Guest TaxedToDeath, March 26, 2012
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 28, 2012

48. Spouse as beneficiary--5 year rule

    By jkharvey, March 27, 2012
    • 5 replies
    • 3.1k views
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    • QDROphile
    • March 27, 2012

49. Post-Secondary Education

    By Guest Donell, March 21, 2012
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • March 21, 2012

50. Revised 1099-R?

    By Guest CJErisa, March 16, 2012
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 19, 2012