Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Distribution to Minor Beneficiary and Fiduciary Obligation to Minor

   By Guest EE Bene, September 16, 2011
   • 3 replies
   • 7.1k views
   • 
   • Guest
   • December 11, 2012

2. IRS Phone forum

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

3. Defaulted Loan:

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

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

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

5. Hardship Withdrawal

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

6. who gets the death benefit?

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

7. RMD

   By Nassau, September 12, 2011
   • 1 reply
   • 1.2k views
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   • ESOP Guy
   • September 12, 2011

8. RMD

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

9. Hardship Withdrawal for Principal Residence

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

10. 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

11. Defaulted loan, deemed distribution, then rehire

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

12. Hardship Withdrawals of Principal Residence

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

13. RMD from a Traditional IRA

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

14. Overpayment on Distribution?

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

15. In-service distributions and RMDs

    By Guest raintrain19, August 30, 2011
    • 5 replies
    • 1.8k views
    • 
    • masteff
    • August 30, 2011

16. Distributions of Real Property to Disqualified Person

    By Guest Pennysaver, August 29, 2011
    • 2 replies
    • 1k views
    • 
    • Guest
    • August 29, 2011

17. RMD for owners

    By pmacduff, August 29, 2011
    • 7 replies
    • 1.6k views
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    • mbozek
    • August 30, 2011

18. Repayment of Deemed Distribution

    By Guest Statler, August 26, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 26, 2011

19. Principal residence loan

    By Doghouse, August 25, 2011
    • 6 replies
    • 3.6k views
    • 
    • Doghouse
    • August 26, 2011

20. 401(k) Loan Rollover from one plan to next

    By Guest Tdavid, August 25, 2011
    • 2 replies
    • 2.8k views
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    • mbozek
    • August 26, 2011

21. Defaulted Loan - 1099R incorrect

    By Chalk R. Palin, August 24, 2011
    • 3 replies
    • 2.2k views
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    • Chalk R. Palin
    • August 26, 2011

22. Beneficiary Unknown

    By MarZDoates, August 17, 2011
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • August 18, 2011

23. Uncleared rollover check

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

24. Distribution to the Wrong Beneficiary

    By BTH, August 8, 2011
    • 4 replies
    • 2.4k views
    • 
    • BTH
    • August 16, 2011

25. RMD - spouse of 5% owner

    By SMB, August 3, 2011
    • 1 reply
    • 1.5k views
    • 
    • BG5150
    • August 3, 2011

26. In-Service Distribution with Outstanding Loan

    By Randy Watson, August 3, 2011
    • 10 replies
    • 4.2k views
    • 
    • Bird
    • August 4, 2011

27. Exclusive Benefit Rule a Prohibited Transaction?

    By Dennis G., August 2, 2011
    • 7 replies
    • 2.2k views
    • 
    • jpod
    • August 5, 2011

28. MPPP/PS Hardship Distribution

    By Guest EBBEETS, August 1, 2011
    • 6 replies
    • 1.6k views
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    • ETA Consulting LLC
    • August 2, 2011

29. Plan loans

    By jkdoll2, July 29, 2011
    • 6 replies
    • 1.6k views
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    • ETA Consulting LLC
    • July 29, 2011

30. Regular EE & ER Contributions to Roth IRA

    By Dazednconfused, July 27, 2011
    • 1 reply
    • 1.4k views
    • 
    • GMK
    • July 27, 2011

31. partner sells ownership but still works for company, can he take distribution?

    By Guest Jennyb473, July 26, 2011
    • 7 replies
    • 1.5k views
    • 
    • jpod
    • July 27, 2011

32. Loan Spousal Consent-Meaning of accrued benefit

    By Guest KurtF, July 25, 2011
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 25, 2011

33. Rollover to IRA in Puerto Rico?

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

34. Lost Participant found many years after required minimum distributions should have started

    By gle318612, July 19, 2011
    • 5 replies
    • 3.9k views
    • 
    • Kevin C
    • July 21, 2011

35. Delay in Depositing Distribution Check

    By Flight33, July 19, 2011
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • July 24, 2014

36. Discussion on Loan Payments and Double Taxation

    By Dennis Povloski, July 18, 2011
    • 15 replies
    • 2.6k views
    • 
    • masteff
    • July 20, 2011

37. Loan issues

    By Lori H, July 15, 2011
    • 0 replies
    • 995 views
    • 
    • Lori H
    • July 15, 2011

38. 87 year old participant estranged from wife for 25 years

    By Lori H, July 14, 2011
    • 4 replies
    • 1.2k views
    • 
    • Appleby
    • July 16, 2011

39. multiple plan loan limit

    By Guest padmin, July 14, 2011
    • 1 reply
    • 1.2k views
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    • ETA Consulting LLC
    • July 14, 2011

40. Funeral expenses for grandparent

    By Guest Georgia1, July 12, 2011
    • 5 replies
    • 3.7k views
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    • GMK
    • July 13, 2011

41. Anti Assignment under IRC 401(a)(13)(C)

    By 30Rock, July 5, 2011
    • 5 replies
    • 2.3k views
    • 
    • ESOP Guy
    • July 6, 2011

42. Vesting change between payouts

    By Guest Jennyb473, July 1, 2011
    • 1 reply
    • 1k views
    • 
    • ESOP Guy
    • July 1, 2011

43. RMD for non-profits

    By Santo Gold, June 24, 2011
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • June 24, 2011

44. when is last day of plan year in plan termination

    By DMcGovern, June 23, 2011
    • 5 replies
    • 1.4k views
    • 
    • Bill Presson
    • June 24, 2011

45. husband's distribution and roll over to wife, in same plan

    By Guest cbclark, June 21, 2011
    • 4 replies
    • 1k views
    • 
    • masteff
    • June 22, 2011

46. Form 945

    By Dougsbpc, June 13, 2011
    • 0 replies
    • 1.4k views
    • 
    • Dougsbpc
    • June 13, 2011

47. Can a plan administrator require distributions to be made via direct deposit?

    By mdm09, June 9, 2011
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • June 9, 2011

48. Terminated Participants - VERY Small Balances

    By KateSmithPA, June 3, 2011
    • 3 replies
    • 1.8k views
    • 
    • GMK
    • June 3, 2011

49. Retroactive QDRO of Rollover IRA

    By Guest MonicaM, June 2, 2011
    • 4 replies
    • 1.4k views
    • 
    • mbozek
    • June 4, 2011

50. RMd

    By Guest Susan M., June 1, 2011
    • 4 replies
    • 1.1k views
    • 
    • Monica Barnard
    • July 12, 2011