Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Wants to "reverse" the hardship distribution

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

2. overpayment

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

3. Designated Roth accounts

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

4. In-Service Distributions

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

5. TEFRA 242(b) Election

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

6. distribution for employee receiving severence pay

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

7. Loan Availability after Messy Loan Transactions

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

8. Withholding

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

9. Hardships taken from incorrect source

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

10. Employer Pays Distributions, Plan Reimburses Employer

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

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

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

12. rmd missed in 2008 and 2010

    By Guest Mk9522, January 4, 2012
    • 8 replies
    • 4.1k views
    • 
    • Guest
    • October 10, 2012

13. Michigan Withholding on Lump Sum

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

14. Maximum Number of Outstanding Loans

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

15. Overpayment of Employer Match

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

16. can't determine FMV for RMD

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

17. IRS letter forwarding program

    By Bird, December 20, 2011
    • 8 replies
    • 1.5k views
    • 
    • david rigby
    • August 31, 2012

18. EPCRS Death RMD & Proposed Regs

    By DTH, December 18, 2011
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • December 19, 2011

19. Plan termination - RMD

    By doombuggy, December 15, 2011
    • 4 replies
    • 2.4k views
    • 
    • doombuggy
    • December 15, 2011

20. Over Loan Limit

    By emmetttrudy, December 14, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • December 14, 2011

21. RMD empl status is "layed off"

    By pmacduff, December 13, 2011
    • 2 replies
    • 1.3k views
    • 
    • pmacduff
    • December 14, 2011

22. Small Balance - Death benefit

    By Nassau, December 12, 2011
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • December 12, 2011

23. Required Beginning Date for RMD

    By mming, December 8, 2011
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • December 9, 2011

24. RMD

    By CJS07, December 6, 2011
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • December 6, 2011

25. Loan payment / refinance

    By jmartin, December 6, 2011
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • December 6, 2011

26. Money Purchase Pension Plan

    By Nassau, December 6, 2011
    • 0 replies
    • 908 views
    • 
    • Nassau
    • December 6, 2011

27. Money Purchase Pension Plan

    By Nassau, December 6, 2011
    • 4 replies
    • 1.7k views
    • 
    • masteff
    • December 7, 2011

28. Distribution Paperwork

    By ConnieStorer, December 5, 2011
    • 0 replies
    • 911 views
    • 
    • ConnieStorer
    • December 5, 2011

29. RMDs

    By Nassau, December 2, 2011
    • 6 replies
    • 1.5k views
    • 
    • mbozek
    • December 3, 2011

30. Hardships

    By Nassau, November 30, 2011
    • 2 replies
    • 921 views
    • 
    • masteff
    • November 30, 2011

31. "Parent" for hardship purposes

    By SMB, November 30, 2011
    • 1 reply
    • 1.7k views
    • 
    • ETA Consulting LLC
    • November 30, 2011

32. Rollover from Foreign plan to U.S. Plan?

    By kwalified, November 30, 2011
    • 3 replies
    • 2.2k views
    • 
    • Nassau
    • November 30, 2011

33. In-Service Distribution Restrictions

    By Guest MrsJones, November 23, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 23, 2011

34. Loan from Rolover Account

    By PFranckowiak, November 22, 2011
    • 4 replies
    • 1.2k views
    • 
    • GMK
    • November 23, 2011

35. Daily Value of interest

    By emmetttrudy, November 17, 2011
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • November 18, 2011

36. retiree lump sum

    By Guest JBY, November 14, 2011
    • 1 reply
    • 903 views
    • 
    • david rigby
    • November 15, 2011

37. pension

    By Guest emmala, November 14, 2011
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • November 14, 2011

38. RMD - Lost 242b notice?

    By jmartin, November 9, 2011
    • 2 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • November 9, 2011

39. Second Distribution Under $200

    By Susan S., November 8, 2011
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • November 8, 2011

40. Protected form of distribution?

    By Randy Watson, November 7, 2011
    • 0 replies
    • 867 views
    • 
    • Randy Watson
    • November 7, 2011

41. Who pays for the interpleader?

    By Guest EE Bene, November 1, 2011
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • November 5, 2011

42. after-tax distribution

    By Santo Gold, October 28, 2011
    • 2 replies
    • 990 views
    • 
    • Santo Gold
    • November 2, 2011

43. Rollover of loan offset amount to Roth IRA

    By Guest riss@7477, October 26, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • October 26, 2011

44. Second Distribution After Rehire

    By Dennis Povloski, October 21, 2011
    • 5 replies
    • 1.5k views
    • 
    • doombuggy
    • November 21, 2011

45. Approval of Participant Loans in 401k

    By CLE401kGuy, October 17, 2011
    • 2 replies
    • 1.2k views
    • 
    • CLE401kGuy
    • October 27, 2011

46. Disabled Participant Unable to Repay loan

    By emmetttrudy, October 6, 2011
    • 2 replies
    • 1.2k views
    • 
    • ESOP Guy
    • October 7, 2011

47. Hardship - Code Section 165 damage repair

    By jmartin, October 5, 2011
    • 1 reply
    • 3.3k views
    • 
    • masteff
    • October 6, 2011

48. Spousal Consent and Notary is a fraud

    By TPA Bob, October 3, 2011
    • 3 replies
    • 2.3k views
    • 
    • mbozek
    • October 3, 2011

49. Plan Termination with Deceased Participant (No Bene)

    By Guest Marianne, October 3, 2011
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • October 3, 2011

50. 945 PTIN

    By Zoey, October 1, 2011
    • 0 replies
    • 1.3k views
    • 
    • Zoey
    • October 1, 2011