Distributions and Loans, Other than QDROs

4,201 topics in this forum

1. In-Service Distribution Restrictions

   By Guest MrsJones, November 23, 2011
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • November 23, 2011

2. Second Distribution After Rehire

   By Dennis Povloski, October 21, 2011
   • 5 replies
   • 1.8k views
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   • doombuggy
   • November 21, 2011

3. Daily Value of interest

   By emmetttrudy, November 17, 2011
   • 1 reply
   • 1.7k views
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   • Bird
   • November 18, 2011

4. retiree lump sum

   By Guest JBY, November 14, 2011
   • 1 reply
   • 1.1k views
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   • david rigby
   • November 15, 2011

5. pension

   By Guest emmala, November 14, 2011
   • 1 reply
   • 1.3k views
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   • Bird
   • November 14, 2011

6. Uncleared rollover check

   By Guest beppie_stark, August 9, 2011
   • 4 replies
   • 2.6k views
   • 
   • Guest
   • November 11, 2011

7. RMD - Lost 242b notice?

   By jmartin, November 9, 2011
   • 2 replies
   • 1.3k views
   • 
   • ETA Consulting LLC
   • November 9, 2011

8. Second Distribution Under $200

   By Susan S., November 8, 2011
   • 2 replies
   • 1.7k views
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   • Kevin C
   • November 8, 2011

9. Protected form of distribution?

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

10. Who pays for the interpleader?

    By Guest EE Bene, November 1, 2011
    • 3 replies
    • 1.7k views
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    • mbozek
    • November 5, 2011

11. after-tax distribution

    By Santo Gold, October 28, 2011
    • 2 replies
    • 1.3k views
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    • Santo Gold
    • November 2, 2011

12. Approval of Participant Loans in 401k

    By CLE401kGuy, October 17, 2011
    • 2 replies
    • 1.4k views
    • 
    • CLE401kGuy
    • October 27, 2011

13. Rollover of loan offset amount to Roth IRA

    By Guest riss@7477, October 26, 2011
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • October 26, 2011

14. Disabled Participant Unable to Repay loan

    By emmetttrudy, October 6, 2011
    • 2 replies
    • 1.4k views
    • 
    • ESOP Guy
    • October 7, 2011

15. Hardship - Code Section 165 damage repair

    By jmartin, October 5, 2011
    • 1 reply
    • 3.5k views
    • 
    • masteff
    • October 6, 2011

16. Spousal Consent and Notary is a fraud

    By TPA Bob, October 3, 2011
    • 3 replies
    • 2.5k views
    • 
    • mbozek
    • October 3, 2011

17. Plan Termination with Deceased Participant (No Bene)

    By Guest Marianne, October 3, 2011
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • October 3, 2011

18. 945 PTIN

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

19. estate as beneficiary

    By Scuba 401, September 30, 2011
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • September 30, 2011

20. Hardship withdrawal

    By Guest Amy Marie, September 29, 2011
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • September 29, 2011

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

    By Guest dring, September 14, 2011
    • 4 replies
    • 1.4k views
    • 
    • K2retire
    • September 23, 2011

22. Hardship Withdrawal

    By Nassau, September 12, 2011
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • September 16, 2011

23. Defaulted Loan:

    By Guest Pennysaver, September 15, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 16, 2011

24. IRS Phone forum

    By John Feldt ERPA CPC QPA, September 15, 2011
    • 5 replies
    • 3k views
    • 
    • ESOP Guy
    • September 16, 2011

25. who gets the death benefit?

    By Santo Gold, September 12, 2011
    • 4 replies
    • 1.6k views
    • 
    • mbozek
    • September 13, 2011

26. RMD

    By Nassau, September 12, 2011
    • 1 reply
    • 1.5k views
    • 
    • ESOP Guy
    • September 12, 2011

27. RMD

    By Nassau, September 12, 2011
    • 0 replies
    • 1.2k views
    • 
    • Nassau
    • September 12, 2011

28. Spousal waiver of death benefit

    By Guest Ronald J. Harvey, September 12, 2011
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • September 12, 2011

29. Hardship Withdrawal for Principal Residence

    By Nassau, September 12, 2011
    • 0 replies
    • 1.8k views
    • 
    • Nassau
    • September 12, 2011

30. Hardship Withdrawals of Principal Residence

    By kevind2010, September 8, 2011
    • 2 replies
    • 9k views
    • 
    • joel
    • September 11, 2011

31. Defaulted loan, deemed distribution, then rehire

    By Spencer, September 9, 2011
    • 4 replies
    • 3.5k views
    • 
    • QDROphile
    • September 9, 2011

32. Rollover to IRA in Puerto Rico?

    By Guest PensionPrincess, July 21, 2011
    • 3 replies
    • 9.9k views
    • 
    • masteff
    • September 9, 2011

33. RMD from a Traditional IRA

    By Guest Annette Leerhoff, September 1, 2011
    • 3 replies
    • 1.9k views
    • 
    • masteff
    • September 1, 2011

34. Overpayment on Distribution?

    By Guest algeis, August 31, 2011
    • 5 replies
    • 2.3k views
    • 
    • K2retire
    • August 31, 2011

35. In-service distributions and RMDs

    By Guest raintrain19, August 30, 2011
    • 5 replies
    • 2.1k views
    • 
    • masteff
    • August 30, 2011

36. RMD for owners

    By pmacduff, August 29, 2011
    • 7 replies
    • 1.9k views
    • 
    • mbozek
    • August 30, 2011

37. Distributions of Real Property to Disqualified Person

    By Guest Pennysaver, August 29, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 29, 2011

38. 401(k) Loan Rollover from one plan to next

    By Guest Tdavid, August 25, 2011
    • 2 replies
    • 3.1k views
    • 
    • mbozek
    • August 26, 2011

39. Repayment of Deemed Distribution

    By Guest Statler, August 26, 2011
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 26, 2011

40. Defaulted Loan - 1099R incorrect

    By Chalk R. Palin, August 24, 2011
    • 3 replies
    • 2.6k views
    • 
    • Chalk R. Palin
    • August 26, 2011

41. Principal residence loan

    By Doghouse, August 25, 2011
    • 6 replies
    • 4.4k views
    • 
    • Doghouse
    • August 26, 2011

42. Beneficiary Unknown

    By MarZDoates, August 17, 2011
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • August 18, 2011

43. Distribution to the Wrong Beneficiary

    By BTH, August 8, 2011
    • 4 replies
    • 3k views
    • 
    • BTH
    • August 16, 2011

44. State Withholding

    By Guest ADMINREX, February 16, 2006
    • 21 replies
    • 10.1k views
    • 
    • Guest
    • August 9, 2011

45. Exclusive Benefit Rule a Prohibited Transaction?

    By Dennis G., August 2, 2011
    • 7 replies
    • 2.5k views
    • 
    • jpod
    • August 5, 2011

46. Hardship for Medical Expense Paid

    By Dazednconfused, April 8, 2011
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • August 4, 2011

47. In-Service Distribution with Outstanding Loan

    By Randy Watson, August 3, 2011
    • 10 replies
    • 4.6k views
    • 
    • Bird
    • August 4, 2011

48. RMD - spouse of 5% owner

    By SMB, August 3, 2011
    • 1 reply
    • 1.7k views
    • 
    • BG5150
    • August 3, 2011

49. MPPP/PS Hardship Distribution

    By Guest EBBEETS, August 1, 2011
    • 6 replies
    • 1.9k views
    • 
    • ETA Consulting LLC
    • August 2, 2011

50. Plan loans

    By jkdoll2, July 29, 2011
    • 6 replies
    • 2.2k views
    • 
    • ETA Consulting LLC
    • July 29, 2011