Distributions and Loans, Other than QDROs

4,167 topics in this forum

1. 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

2. Over Loan Limit

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

3. RMD empl status is "layed off"

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

4. Small Balance - Death benefit

   By Nassau, December 12, 2011
   • 1 reply
   • 1.3k views
   • 
   • masteff
   • December 12, 2011

5. Required Beginning Date for RMD

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

6. Money Purchase Pension Plan

   By Nassau, December 6, 2011
   • 4 replies
   • 1.6k views
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   • masteff
   • December 7, 2011

7. RMD

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

8. Loan payment / refinance

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

9. Money Purchase Pension Plan

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

10. Distribution Paperwork

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

11. RMDs

    By Nassau, December 2, 2011
    • 6 replies
    • 1.4k views
    • 
    • mbozek
    • December 3, 2011

12. Distributions to Small Estates by Affidavit Submitted by Decedent's Successor

    By Guest rotfeast, July 2, 2004
    • 4 replies
    • 5.3k views
    • 
    • Guest
    • December 2, 2011

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

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

14. Hardships

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

15. "Parent" for hardship purposes

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

16. Loan from Rolover Account

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

17. In-Service Distribution Restrictions

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

18. Second Distribution After Rehire

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

19. Daily Value of interest

    By emmetttrudy, November 17, 2011
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • November 18, 2011

20. retiree lump sum

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

21. pension

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

22. Uncleared rollover check

    By Guest beppie_stark, August 9, 2011
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • November 11, 2011

23. RMD - Lost 242b notice?

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

24. Second Distribution Under $200

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

25. Protected form of distribution?

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

26. Who pays for the interpleader?

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

27. after-tax distribution

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

28. Approval of Participant Loans in 401k

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

29. 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

30. Disabled Participant Unable to Repay loan

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

31. Hardship - Code Section 165 damage repair

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

32. Spousal Consent and Notary is a fraud

    By TPA Bob, October 3, 2011
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • October 3, 2011

33. Plan Termination with Deceased Participant (No Bene)

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

34. 945 PTIN

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

35. estate as beneficiary

    By Scuba 401, September 30, 2011
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • September 30, 2011

36. Hardship withdrawal

    By Guest Amy Marie, September 29, 2011
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • September 29, 2011

37. Does it matter: QDRO before in pay status or after

    By Guest dring, September 14, 2011
    • 4 replies
    • 1.2k views
    • 
    • K2retire
    • September 23, 2011

38. Hardship Withdrawal

    By Nassau, September 12, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • September 16, 2011

39. Defaulted Loan:

    By Guest Pennysaver, September 15, 2011
    • 1 reply
    • 968 views
    • 
    • Guest
    • September 16, 2011

40. IRS Phone forum

    By John Feldt ERPA CPC QPA, September 15, 2011
    • 5 replies
    • 2.7k views
    • 
    • ESOP Guy
    • September 16, 2011

41. who gets the death benefit?

    By Santo Gold, September 12, 2011
    • 4 replies
    • 1.4k views
    • 
    • mbozek
    • September 13, 2011

42. RMD

    By Nassau, September 12, 2011
    • 1 reply
    • 1.3k views
    • 
    • ESOP Guy
    • September 12, 2011

43. RMD

    By Nassau, September 12, 2011
    • 0 replies
    • 1k views
    • 
    • Nassau
    • September 12, 2011

44. Spousal waiver of death benefit

    By Guest Ronald J. Harvey, September 12, 2011
    • 2 replies
    • 1.4k views
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    • mbozek
    • September 12, 2011

45. Hardship Withdrawal for Principal Residence

    By Nassau, September 12, 2011
    • 0 replies
    • 1.4k views
    • 
    • Nassau
    • September 12, 2011

46. Hardship Withdrawals of Principal Residence

    By kevind2010, September 8, 2011
    • 2 replies
    • 8.5k views
    • 
    • joel
    • September 11, 2011

47. Defaulted loan, deemed distribution, then rehire

    By Spencer, September 9, 2011
    • 4 replies
    • 3.2k views
    • 
    • QDROphile
    • September 9, 2011

48. Rollover to IRA in Puerto Rico?

    By Guest PensionPrincess, July 21, 2011
    • 3 replies
    • 8.9k views
    • 
    • masteff
    • September 9, 2011

49. RMD from a Traditional IRA

    By Guest Annette Leerhoff, September 1, 2011
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • September 1, 2011

50. Overpayment on Distribution?

    By Guest algeis, August 31, 2011
    • 5 replies
    • 2k views
    • 
    • K2retire
    • August 31, 2011