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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,201 topics in this forum

  1. Stale checks

    By Guest Tbrown,
    • 3 replies
    • 2k views
    • Guest
    • Guest

  2. In-service withdrawals of profit sharing balances

    By Beltane,
    • 2 replies
    • 1.7k views

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

    By Guest TaxedToDeath,
    • 5 replies
    • 1.7k views
    • Guest
    • Guest

  4. Distribution Made in Error & 5330

    By CLE401kGuy,
    • 1 reply
    • 1.3k views

  5. Distribution paid to plan sponsor?

    By Guest YvonneT,
    • 16 replies
    • 4.2k views

  6. RMD and non-5% owner participants

    By bevfair,
    • 1 reply
    • 1.5k views

  7. Loan Fee and 50% Loan Limit

    By Gadgetfreak,
    • 10 replies
    • 2.2k views

  8. RMD and minority interest discounts

    By Guest JPIngold,
    • 1 reply
    • 1.3k views

  9. After-Tax Distribution

    By Archimage,
    • 8 replies
    • 2.3k views

  10. In-Service Distribution Post Loan

    By chris,
    • 9 replies
    • 3.6k views

  11. No 402(f) notice provided

    By Oh so SIMPLE,
    • 4 replies
    • 3k views

  12. Rollover account in mandatory cashouts

    By BG5150,
    • 2 replies
    • 1.6k views

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

    By AKconsult,
    • 3 replies
    • 1.3k views

  14. DB Plan Form of Benefit Options - Alternate Beneficiary

    By TPApril,
    • 0 replies
    • 917 views

  15. Fraudulent Distribution

    By RCK,
    • 22 replies
    • 8.1k views

  16. 401k loan - default never processed

    By JKW,
    • 1 reply
    • 2k views

  17. Can a loan be rolled over?

    By Basically,
    • 5 replies
    • 2.1k views

  18. RMD's

    By kwalified,
    • 1 reply
    • 1.1k views

  19. Alternative Defined Contribution Plan Failure

    By Guest RandomQuestion,
    • 0 replies
    • 884 views
    • Guest
    • Guest

  20. Hardship Dist after age 59 1/2

    By Lori H,
    • 7 replies
    • 2.5k views

  21. Ineligible Hardship and No Suspension of Deferrals

    By KateSmithPA,
    • 9 replies
    • 3.8k views

  22. 402f Special Tax Notice in Spanish

    By Guest mickiemurphy,
    • 1 reply
    • 3.3k views

  23. Home Purchase - Loan Program Follows Hardship Rules

    By BeanCounterBlues,
    • 12 replies
    • 4.4k views

  24. Loan Program

    By BG5150,
    • 2 replies
    • 1.1k views

  25. Participant Overpaid

    By Dougsbpc,
    • 2 replies
    • 1.5k views

  26. IRS Notice 2010 945

    By DP,
    • 0 replies
    • 1.1k views
    • DP
    • DP

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

    By Übernerd,
    • 5 replies
    • 1.8k views

  28. Distribution Fees Charged to Participant?

    By emmetttrudy,
    • 3 replies
    • 1.9k views

  29. Revoking a TEFRA 242(b) election

    By TPATC,
    • 1 reply
    • 1.5k views

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

    By jmartin,
    • 3 replies
    • 2.8k views

  31. RMD question - Non-owner, still working

    By Spencer,
    • 1 reply
    • 1.6k views

  32. Corrected 1099-R

    By Susan S.,
    • 3 replies
    • 1.8k views

  33. RMD/RBD

    By doombuggy,
    • 8 replies
    • 1.8k views

  34. hardship distribution, principal residence could be a duplex

    By Guest cbclark,
    • 1 reply
    • 1.4k views

  35. Home Repair

    By Guest Donell,
    • 3 replies
    • 2.1k views

  36. Participant-Paid Distribution Fee

    By Doghouse,
    • 2 replies
    • 1.5k views

  37. Defaulted Loan Reported as Deemed Distribution

    By Übernerd,
    • 1 reply
    • 1.4k views

  38. Failure to Process Withholding Tax

    By Below Ground,
    • 4 replies
    • 1.6k views

  39. Beneficiary Designation of Accounts

    By LIBERTYKID,
    • 1 reply
    • 1.3k views

  40. Plan loan to owner

    By John Feldt ERPA CPC QPA,
    • 2 replies
    • 1.4k views

  41. Installment payments at Termination

    By Nassau,
    • 1 reply
    • 1.2k views

  42. Defaulted loan

    By B21,
    • 5 replies
    • 2.1k views

  43. Independent Contractor

    By CLE401kGuy,
    • 3 replies
    • 1.4k views

  44. In-Service at Age 55

    By CLE401kGuy,
    • 3 replies
    • 1.4k views

  45. Age 55 Distribution 10% Penalty Exception Question

    By Guest jvgatty,
    • 3 replies
    • 1.5k views

  46. In-Plan Roth Conversion of merged MPP assets

    By Guest LF62,
    • 1 reply
    • 1.4k views

  47. Home Purchase

    By Guest Donell,
    • 1 reply
    • 977 views

  48. Hardship distribution used for non-hardship reasons

    By jmartin,
    • 1 reply
    • 1.2k views

  49. VCP Application re Participant Loans

    By Guest TaxedToDeath,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  50. Spouse as beneficiary--5 year rule

    By jkharvey,
    • 5 replies
    • 3.1k views
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