Distributions and Loans, Other than QDROs

4,205 topics in this forum

1. Home Purchase

   By Guest Donell, March 29, 2012
   • 1 reply
   • 1k views
   • 
   • GBurns
   • March 29, 2012

2. Hardship distribution used for non-hardship reasons

   By jmartin, March 28, 2012
   • 1 reply
   • 1.3k views
   • 
   • ETA Consulting LLC
   • March 28, 2012

3. VCP Application re Participant Loans

   By Guest TaxedToDeath, March 26, 2012
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • March 28, 2012

4. Spouse as beneficiary--5 year rule

   By jkharvey, March 27, 2012
   • 5 replies
   • 3.3k views
   • 
   • QDROphile
   • March 27, 2012

5. Post-Secondary Education

   By Guest Donell, March 21, 2012
   • 3 replies
   • 1.5k views
   • 
   • BG5150
   • March 21, 2012

6. Revised 1099-R?

   By Guest CJErisa, March 16, 2012
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • March 19, 2012

7. Non-Spouse Beneficiary Distribution

   By Guest Donell, March 19, 2012
   • 2 replies
   • 1.6k views
   • 
   • masteff
   • March 19, 2012

8. Loan Refi for principal residence

   By HarleyBabe, March 19, 2012
   • 3 replies
   • 1.8k views
   • 
   • masteff
   • March 19, 2012

9. Do corrective ACP refunds offset MRDs?

   By Guest TaxedToDeath, March 13, 2012
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • March 15, 2012

10. Can a Plan Have These Types of Loans?

    By mming, March 9, 2012
    • 5 replies
    • 1.9k views
    • 
    • QDROphile
    • March 12, 2012

11. Required minimum distribution/installment payments

    By pmacduff, March 8, 2012
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • March 8, 2012

12. Overpayment of Benefits & 1099-R Question

    By 415 Limit, March 7, 2012
    • 2 replies
    • 2.1k views
    • 
    • 415 Limit
    • March 7, 2012

13. who is privy to knowing who a beneficiary is

    By Santo Gold, February 26, 2012
    • 11 replies
    • 3.5k views
    • 
    • mbozek
    • March 4, 2012

14. Lease to Purchase

    By Guest Donell, February 27, 2012
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • February 28, 2012

15. Distribution of employee after-tax - no rollover

    By PMC, February 27, 2012
    • 3 replies
    • 1.6k views
    • 
    • GMK
    • February 27, 2012

16. Cost for Plan to Obtain Annuity?

    By chris, February 25, 2012
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • February 27, 2012

17. Leave of Absence Loan Payment Suspensions

    By Guest Pennysaver, February 17, 2012
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 17, 2012

18. Principal Residence

    By Guest Donell, February 16, 2012
    • 6 replies
    • 2k views
    • 
    • masteff
    • February 17, 2012

19. Land Purchase

    By Guest Donell, February 16, 2012
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • February 17, 2012

20. Electronic deposit of withholding

    By jkharvey, February 13, 2012
    • 5 replies
    • 1.2k views
    • 
    • Bird
    • February 14, 2012

21. overpayment

    By Felicia, February 9, 2012
    • 5 replies
    • 2.7k views
    • 
    • mbozek
    • February 13, 2012

22. Wants to "reverse" the hardship distribution

    By Pension Panda, February 9, 2012
    • 3 replies
    • 4.2k views
    • 
    • Kevin C
    • February 9, 2012

23. Designated Roth accounts

    By Felicia, February 3, 2012
    • 0 replies
    • 1.3k views
    • 
    • Felicia
    • February 3, 2012

24. In-Service Distributions

    By Guest djbh, January 26, 2012
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • January 28, 2012

25. distribution for employee receiving severence pay

    By pmacduff, January 23, 2012
    • 3 replies
    • 1.4k views
    • 
    • pmacduff
    • January 24, 2012

26. TEFRA 242(b) Election

    By 12AX7, January 24, 2012
    • 3 replies
    • 1.9k views
    • 
    • ETA Consulting LLC
    • January 24, 2012

27. Loan Availability after Messy Loan Transactions

    By TPApril, January 18, 2012
    • 2 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • January 18, 2012

28. Withholding

    By Guest Sieve, January 16, 2012
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 16, 2012

29. Hardships taken from incorrect source

    By Guest doh5557, January 11, 2012
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • January 13, 2012

30. Employer Pays Distributions, Plan Reimburses Employer

    By mming, January 11, 2012
    • 4 replies
    • 1.3k views
    • 
    • masteff
    • January 12, 2012

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

    By Guest KennyH, January 6, 2012
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • January 6, 2012

32. Michigan Withholding on Lump Sum

    By stormoj1, January 3, 2012
    • 1 reply
    • 2.5k views
    • 
    • david rigby
    • January 3, 2012

33. Maximum Number of Outstanding Loans

    By bzorc, December 22, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 23, 2011

34. 1099-R 945 and withholding not done?

    By Lou S., January 26, 2011
    • 9 replies
    • 3.4k views
    • 
    • Lou S.
    • December 22, 2011

35. Overpayment of Employer Match

    By Nassau, December 21, 2011
    • 3 replies
    • 1.8k views
    • 
    • Kevin C
    • December 21, 2011

36. can't determine FMV for RMD

    By Scuba 401, December 20, 2011
    • 6 replies
    • 1.7k views
    • 
    • Scuba 401
    • December 21, 2011

37. EPCRS Death RMD & Proposed Regs

    By DTH, December 18, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • December 19, 2011

38. Plan termination - RMD

    By doombuggy, December 15, 2011
    • 4 replies
    • 2.8k views
    • 
    • doombuggy
    • December 15, 2011

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

    By Guest mmc, April 15, 2004
    • 12 replies
    • 4.8k views
    • 
    • ESOP Guy
    • December 15, 2011

40. Over Loan Limit

    By emmetttrudy, December 14, 2011
    • 1 reply
    • 1.7k views
    • 
    • ETA Consulting LLC
    • December 14, 2011

41. RMD empl status is "layed off"

    By pmacduff, December 13, 2011
    • 2 replies
    • 1.6k views
    • 
    • pmacduff
    • December 14, 2011

42. Small Balance - Death benefit

    By Nassau, December 12, 2011
    • 1 reply
    • 1.7k views
    • 
    • masteff
    • December 12, 2011

43. Required Beginning Date for RMD

    By mming, December 8, 2011
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • December 9, 2011

44. Money Purchase Pension Plan

    By Nassau, December 6, 2011
    • 4 replies
    • 2.1k views
    • 
    • masteff
    • December 7, 2011

45. RMD

    By CJS07, December 6, 2011
    • 3 replies
    • 1.6k views
    • 
    • QDROphile
    • December 6, 2011

46. Loan payment / refinance

    By jmartin, December 6, 2011
    • 1 reply
    • 1.4k views
    • 
    • Lou S.
    • December 6, 2011

47. Money Purchase Pension Plan

    By Nassau, December 6, 2011
    • 0 replies
    • 1.1k views
    • 
    • Nassau
    • December 6, 2011

48. Distribution Paperwork

    By ConnieStorer, December 5, 2011
    • 0 replies
    • 1.1k views
    • 
    • ConnieStorer
    • December 5, 2011

49. RMDs

    By Nassau, December 2, 2011
    • 6 replies
    • 1.8k views
    • 
    • mbozek
    • December 3, 2011

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

    By Guest rotfeast, July 2, 2004
    • 4 replies
    • 6.2k views
    • 
    • Guest
    • December 2, 2011