Distributions and Loans, Other than QDROs

4,191 topics in this forum

1. Distribution of employee after-tax - no rollover

   By PMC, February 27, 2012
   • 3 replies
   • 1.4k views
   • 
   • GMK
   • February 27, 2012

2. Cost for Plan to Obtain Annuity?

   By chris, February 25, 2012
   • 1 reply
   • 949 views
   • 
   • Bird
   • February 27, 2012

3. Leave of Absence Loan Payment Suspensions

   By Guest Pennysaver, February 17, 2012
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • February 17, 2012

4. Principal Residence

   By Guest Donell, February 16, 2012
   • 6 replies
   • 1.6k views
   • 
   • masteff
   • February 17, 2012

5. Land Purchase

   By Guest Donell, February 16, 2012
   • 1 reply
   • 1.1k views
   • 
   • masteff
   • February 17, 2012

6. Electronic deposit of withholding

   By jkharvey, February 13, 2012
   • 5 replies
   • 1k views
   • 
   • Bird
   • February 14, 2012

7. overpayment

   By Felicia, February 9, 2012
   • 5 replies
   • 2.4k views
   • 
   • mbozek
   • February 13, 2012

8. Wants to "reverse" the hardship distribution

   By Pension Panda, February 9, 2012
   • 3 replies
   • 3.9k views
   • 
   • Kevin C
   • February 9, 2012

9. Designated Roth accounts

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

10. In-Service Distributions

    By Guest djbh, January 26, 2012
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • January 28, 2012

11. distribution for employee receiving severence pay

    By pmacduff, January 23, 2012
    • 3 replies
    • 1.2k views
    • 
    • pmacduff
    • January 24, 2012

12. TEFRA 242(b) Election

    By 12AX7, January 24, 2012
    • 3 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • January 24, 2012

13. Loan Availability after Messy Loan Transactions

    By TPApril, January 18, 2012
    • 2 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • January 18, 2012

14. Withholding

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

15. Hardships taken from incorrect source

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

16. Employer Pays Distributions, Plan Reimburses Employer

    By mming, January 11, 2012
    • 4 replies
    • 1.1k views
    • 
    • masteff
    • January 12, 2012

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

    By Guest KennyH, January 6, 2012
    • 6 replies
    • 1k views
    • 
    • Guest
    • January 6, 2012

18. Michigan Withholding on Lump Sum

    By stormoj1, January 3, 2012
    • 1 reply
    • 2.3k views
    • 
    • david rigby
    • January 3, 2012

19. Maximum Number of Outstanding Loans

    By bzorc, December 22, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 23, 2011

20. 1099-R 945 and withholding not done?

    By Lou S., January 26, 2011
    • 9 replies
    • 2.9k views
    • 
    • Lou S.
    • December 22, 2011

21. Overpayment of Employer Match

    By Nassau, December 21, 2011
    • 3 replies
    • 1.6k views
    • 
    • Kevin C
    • December 21, 2011

22. can't determine FMV for RMD

    By Scuba 401, December 20, 2011
    • 6 replies
    • 1.4k views
    • 
    • Scuba 401
    • December 21, 2011

23. EPCRS Death RMD & Proposed Regs

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

24. Plan termination - RMD

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

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

    By Guest mmc, April 15, 2004
    • 12 replies
    • 4.4k views
    • 
    • ESOP Guy
    • December 15, 2011

26. Over Loan Limit

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

27. RMD empl status is "layed off"

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

28. Small Balance - Death benefit

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

29. Required Beginning Date for RMD

    By mming, December 8, 2011
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • December 9, 2011

30. Money Purchase Pension Plan

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

31. RMD

    By CJS07, December 6, 2011
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • December 6, 2011

32. Loan payment / refinance

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

33. Money Purchase Pension Plan

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

34. Distribution Paperwork

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

35. RMDs

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

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

    By Guest rotfeast, July 2, 2004
    • 4 replies
    • 5.7k views
    • 
    • Guest
    • December 2, 2011

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

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

38. Hardships

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

39. "Parent" for hardship purposes

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

40. Loan from Rolover Account

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

41. In-Service Distribution Restrictions

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

42. Second Distribution After Rehire

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

43. Daily Value of interest

    By emmetttrudy, November 17, 2011
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • November 18, 2011

44. retiree lump sum

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

45. pension

    By Guest emmala, November 14, 2011
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • November 14, 2011

46. Uncleared rollover check

    By Guest beppie_stark, August 9, 2011
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • November 11, 2011

47. RMD - Lost 242b notice?

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

48. Second Distribution Under $200

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

49. Protected form of distribution?

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

50. Who pays for the interpleader?

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