Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. RMD for owners

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

2. Distributions of Real Property to Disqualified Person

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

3. 401(k) Loan Rollover from one plan to next

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

4. Repayment of Deemed Distribution

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

5. Defaulted Loan - 1099R incorrect

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

6. Principal residence loan

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

7. Beneficiary Unknown

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

8. Distribution to the Wrong Beneficiary

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

9. State Withholding

   By Guest ADMINREX, February 16, 2006
   • 21 replies
   • 8.9k views
   • 
   • Guest
   • August 9, 2011

10. Exclusive Benefit Rule a Prohibited Transaction?

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

11. Hardship for Medical Expense Paid

    By Dazednconfused, April 8, 2011
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 4, 2011

12. In-Service Distribution with Outstanding Loan

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

13. RMD - spouse of 5% owner

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

14. MPPP/PS Hardship Distribution

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

15. Plan loans

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

16. Regular EE & ER Contributions to Roth IRA

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

17. 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

18. Loan Spousal Consent-Meaning of accrued benefit

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

19. 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

20. Discussion on Loan Payments and Double Taxation

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

21. Defaulted Loan - 1099R Never issued

    By Guest JDK, January 25, 2008
    • 7 replies
    • 3.4k views
    • 
    • Guest
    • July 18, 2011

22. 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

23. Loan issues

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

24. multiple plan loan limit

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

25. Funeral expenses for grandparent

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

26. RMd

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

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

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

28. Vesting change between payouts

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

29. RMD for non-profits

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

30. 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

31. 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

32. Form 945

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

33. Death benefit payable to estate

    By Belgarath, January 20, 2011
    • 4 replies
    • 2.4k views
    • 
    • david rigby
    • June 10, 2011

34. 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

35. Retroactive QDRO of Rollover IRA

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

36. Terminated Participants - VERY Small Balances

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

37. Acquisition of portion of control group

    By Guest tashasman, May 28, 2011
    • 1 reply
    • 958 views
    • 
    • Guest
    • May 28, 2011

38. hardship, room & board expenses, etc

    By DMcGovern, May 26, 2011
    • 4 replies
    • 3.7k views
    • 
    • masteff
    • May 27, 2011

39. 401k loan reamortization

    By Guest wired, May 26, 2011
    • 3 replies
    • 10.4k views
    • 
    • Kevin C
    • May 26, 2011

40. Participant loans

    By Guest jim williams, May 24, 2011
    • 7 replies
    • 1.3k views
    • 
    • Bird
    • May 25, 2011

41. RMD with ROTH

    By Brenda Wren, May 13, 2011
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • May 14, 2011

42. Distribution Forms

    By Guest NPS Darren, May 11, 2011
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • May 13, 2011

43. 2011 form 945

    By gregburst, May 11, 2011
    • 3 replies
    • 2.6k views
    • 
    • SMB
    • May 12, 2011

44. Determining Policy Loan Limit

    By retbenser, May 9, 2011
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • May 11, 2011

45. Premature Distribution Penalty applicable to distribution from Disqualified Plan?

    By Guest Pennysaver, May 11, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 11, 2011

46. Loan default, deemed, offset, tax withholding, balance payable

    By TPApril, May 7, 2011
    • 2 replies
    • 2.8k views
    • 
    • TPApril
    • May 9, 2011

47. disaster relief - April tornadoes in Alabama, etc.

    By M Norton, May 6, 2011
    • 1 reply
    • 774 views
    • 
    • Bill Presson
    • May 6, 2011

48. Age 70 1/2 Distribution

    By DP, May 5, 2011
    • 9 replies
    • 2k views
    • 
    • masteff
    • May 6, 2011

49. Distribution Fees

    By Guest lvisco, May 5, 2011
    • 1 reply
    • 924 views
    • 
    • GMK
    • May 5, 2011

50. Paying RMDs to incarcerated individual

    By msimpson, May 3, 2011
    • 1 reply
    • 1.6k views
    • 
    • Peter Gulia
    • May 4, 2011