Distributions and Loans, Other than QDROs

4,177 topics in this forum

1. Hardships taken from incorrect source

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

2. Employer Pays Distributions, Plan Reimburses Employer

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

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

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

4. Michigan Withholding on Lump Sum

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

5. Maximum Number of Outstanding Loans

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

6. 1099-R 945 and withholding not done?

   By Lou S., January 26, 2011
   • 9 replies
   • 2.7k views
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   • Lou S.
   • December 22, 2011

7. Overpayment of Employer Match

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

8. can't determine FMV for RMD

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

9. EPCRS Death RMD & Proposed Regs

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

10. Plan termination - RMD

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

11. Distribution to Terminated Participant who is subsequently rehired, what about the ps receivable?

    By Guest mmc, April 15, 2004
    • 12 replies
    • 4.2k views
    • 
    • ESOP Guy
    • December 15, 2011

12. Over Loan Limit

    By emmetttrudy, December 14, 2011
    • 1 reply
    • 1.5k views
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    • ETA Consulting LLC
    • December 14, 2011

13. RMD empl status is "layed off"

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

14. Small Balance - Death benefit

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

15. Required Beginning Date for RMD

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

16. Money Purchase Pension Plan

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

17. RMD

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

18. Loan payment / refinance

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

19. Money Purchase Pension Plan

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

20. Distribution Paperwork

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

21. RMDs

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

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

    By Guest rotfeast, July 2, 2004
    • 4 replies
    • 5.4k views
    • 
    • Guest
    • December 2, 2011

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

    By kwalified, November 30, 2011
    • 3 replies
    • 2.3k views
    • 
    • Nassau
    • November 30, 2011

24. Hardships

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

25. "Parent" for hardship purposes

    By SMB, November 30, 2011
    • 1 reply
    • 1.8k views
    • 
    • ETA Consulting LLC
    • November 30, 2011

26. Loan from Rolover Account

    By PFranckowiak, November 22, 2011
    • 4 replies
    • 1.3k views
    • 
    • GMK
    • November 23, 2011

27. In-Service Distribution Restrictions

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

28. Second Distribution After Rehire

    By Dennis Povloski, October 21, 2011
    • 5 replies
    • 1.6k views
    • 
    • doombuggy
    • November 21, 2011

29. Daily Value of interest

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

30. retiree lump sum

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

31. pension

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

32. Uncleared rollover check

    By Guest beppie_stark, August 9, 2011
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • November 11, 2011

33. RMD - Lost 242b notice?

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

34. Second Distribution Under $200

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

35. Protected form of distribution?

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

36. Who pays for the interpleader?

    By Guest EE Bene, November 1, 2011
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • November 5, 2011

37. after-tax distribution

    By Santo Gold, October 28, 2011
    • 2 replies
    • 1k views
    • 
    • Santo Gold
    • November 2, 2011

38. Approval of Participant Loans in 401k

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

39. Rollover of loan offset amount to Roth IRA

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

40. Disabled Participant Unable to Repay loan

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

41. Hardship - Code Section 165 damage repair

    By jmartin, October 5, 2011
    • 1 reply
    • 3.4k views
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    • masteff
    • October 6, 2011

42. Spousal Consent and Notary is a fraud

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

43. Plan Termination with Deceased Participant (No Bene)

    By Guest Marianne, October 3, 2011
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • October 3, 2011

44. 945 PTIN

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

45. estate as beneficiary

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

46. Hardship withdrawal

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

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

    By Guest dring, September 14, 2011
    • 4 replies
    • 1.3k views
    • 
    • K2retire
    • September 23, 2011

48. Hardship Withdrawal

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

49. Defaulted Loan:

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

50. IRS Phone forum

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