Distributions and Loans, Other than QDROs

4,188 topics in this forum

1. Disabled Participant Unable to Repay loan

   By emmetttrudy, October 6, 2011
   • 2 replies
   • 1.3k views
   • 
   • ESOP Guy
   • October 7, 2011

2. Hardship - Code Section 165 damage repair

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

3. Spousal Consent and Notary is a fraud

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

4. Plan Termination with Deceased Participant (No Bene)

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

5. 945 PTIN

   By Zoey, October 1, 2011
   • 0 replies
   • 1.4k views
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   • Zoey
   • October 1, 2011

6. estate as beneficiary

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

7. Hardship withdrawal

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

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

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

9. Hardship Withdrawal

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

10. Defaulted Loan:

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

11. IRS Phone forum

    By John Feldt ERPA CPC QPA, September 15, 2011
    • 5 replies
    • 2.8k views
    • 
    • ESOP Guy
    • September 16, 2011

12. who gets the death benefit?

    By Santo Gold, September 12, 2011
    • 4 replies
    • 1.5k views
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    • mbozek
    • September 13, 2011

13. RMD

    By Nassau, September 12, 2011
    • 1 reply
    • 1.3k views
    • 
    • ESOP Guy
    • September 12, 2011

14. RMD

    By Nassau, September 12, 2011
    • 0 replies
    • 1.1k views
    • 
    • Nassau
    • September 12, 2011

15. 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

16. Hardship Withdrawal for Principal Residence

    By Nassau, September 12, 2011
    • 0 replies
    • 1.6k views
    • 
    • Nassau
    • September 12, 2011

17. Hardship Withdrawals of Principal Residence

    By kevind2010, September 8, 2011
    • 2 replies
    • 8.7k views
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    • joel
    • September 11, 2011

18. Defaulted loan, deemed distribution, then rehire

    By Spencer, September 9, 2011
    • 4 replies
    • 3.3k views
    • 
    • QDROphile
    • September 9, 2011

19. Rollover to IRA in Puerto Rico?

    By Guest PensionPrincess, July 21, 2011
    • 3 replies
    • 9.5k views
    • 
    • masteff
    • September 9, 2011

20. RMD from a Traditional IRA

    By Guest Annette Leerhoff, September 1, 2011
    • 3 replies
    • 1.7k views
    • 
    • masteff
    • September 1, 2011

21. Overpayment on Distribution?

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

22. In-service distributions and RMDs

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

23. RMD for owners

    By pmacduff, August 29, 2011
    • 7 replies
    • 1.7k views
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    • mbozek
    • August 30, 2011

24. Distributions of Real Property to Disqualified Person

    By Guest Pennysaver, August 29, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 29, 2011

25. 401(k) Loan Rollover from one plan to next

    By Guest Tdavid, August 25, 2011
    • 2 replies
    • 2.9k views
    • 
    • mbozek
    • August 26, 2011

26. Repayment of Deemed Distribution

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

27. Defaulted Loan - 1099R incorrect

    By Chalk R. Palin, August 24, 2011
    • 3 replies
    • 2.3k views
    • 
    • Chalk R. Palin
    • August 26, 2011

28. Principal residence loan

    By Doghouse, August 25, 2011
    • 6 replies
    • 4k views
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    • Doghouse
    • August 26, 2011

29. Beneficiary Unknown

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

30. Distribution to the Wrong Beneficiary

    By BTH, August 8, 2011
    • 4 replies
    • 2.7k views
    • 
    • BTH
    • August 16, 2011

31. State Withholding

    By Guest ADMINREX, February 16, 2006
    • 21 replies
    • 9.5k views
    • 
    • Guest
    • August 9, 2011

32. Exclusive Benefit Rule a Prohibited Transaction?

    By Dennis G., August 2, 2011
    • 7 replies
    • 2.3k views
    • 
    • jpod
    • August 5, 2011

33. Hardship for Medical Expense Paid

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

34. In-Service Distribution with Outstanding Loan

    By Randy Watson, August 3, 2011
    • 10 replies
    • 4.3k views
    • 
    • Bird
    • August 4, 2011

35. RMD - spouse of 5% owner

    By SMB, August 3, 2011
    • 1 reply
    • 1.6k views
    • 
    • BG5150
    • August 3, 2011

36. MPPP/PS Hardship Distribution

    By Guest EBBEETS, August 1, 2011
    • 6 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • August 2, 2011

37. Plan loans

    By jkdoll2, July 29, 2011
    • 6 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • July 29, 2011

38. Regular EE & ER Contributions to Roth IRA

    By Dazednconfused, July 27, 2011
    • 1 reply
    • 1.5k views
    • 
    • GMK
    • July 27, 2011

39. 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

40. Loan Spousal Consent-Meaning of accrued benefit

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

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

    By gle318612, July 19, 2011
    • 5 replies
    • 4k views
    • 
    • Kevin C
    • July 21, 2011

42. Discussion on Loan Payments and Double Taxation

    By Dennis Povloski, July 18, 2011
    • 15 replies
    • 2.8k views
    • 
    • masteff
    • July 20, 2011

43. Defaulted Loan - 1099R Never issued

    By Guest JDK, January 25, 2008
    • 7 replies
    • 3.5k views
    • 
    • Guest
    • July 18, 2011

44. 87 year old participant estranged from wife for 25 years

    By Lori H, July 14, 2011
    • 4 replies
    • 1.3k views
    • 
    • Appleby
    • July 16, 2011

45. Loan issues

    By Lori H, July 15, 2011
    • 0 replies
    • 1k views
    • 
    • Lori H
    • July 15, 2011

46. multiple plan loan limit

    By Guest padmin, July 14, 2011
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • July 14, 2011

47. Funeral expenses for grandparent

    By Guest Georgia1, July 12, 2011
    • 5 replies
    • 3.9k views
    • 
    • GMK
    • July 13, 2011

48. RMd

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

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

    By 30Rock, July 5, 2011
    • 5 replies
    • 2.4k views
    • 
    • ESOP Guy
    • July 6, 2011

50. Vesting change between payouts

    By Guest Jennyb473, July 1, 2011
    • 1 reply
    • 1.1k views
    • 
    • ESOP Guy
    • July 1, 2011