Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Acquisition of portion of control group

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

2. hardship, room & board expenses, etc

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

3. 401k loan reamortization

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

4. Participant loans

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

5. RMD with ROTH

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

6. 2011 form 945

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

7. Distribution Forms

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

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

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

9. Determining Policy Loan Limit

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

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

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

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

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

12. Age 70 1/2 Distribution

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

13. Distribution Fees

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

14. Paying RMDs to incarcerated individual

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

15. F&C Hardships

    By TPAnnie, April 27, 2011
    • 4 replies
    • 1k views
    • 
    • TPAnnie
    • April 28, 2011

16. Extra Payments on Plan Loans

    By ERISA13, April 11, 2011
    • 1 reply
    • 1.6k views
    • 
    • PensionPro
    • April 11, 2011

17. Hardship for Medical Expense Paid

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

18. distribution from related employer

    By Golgi, April 5, 2011
    • 1 reply
    • 930 views
    • 
    • QDROphile
    • April 5, 2011

19. Tax withholding and reporting on escheated funds

    By Oh so SIMPLE, April 1, 2011
    • 1 reply
    • 4.3k views
    • 
    • Jim Norman
    • April 2, 2011

20. Age 55 Exception

    By BTH, March 28, 2011
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • April 28, 2011

21. Hardship Withdrawal from Deferral Source

    By Dazednconfused, March 24, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 24, 2011

22. RMD from DB plan when plan is terminating

    By dmb, March 22, 2011
    • 0 replies
    • 920 views
    • 
    • dmb
    • March 22, 2011

23. Beneficiary not US citizen

    By BG5150, March 17, 2011
    • 1 reply
    • 1.6k views
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    • mbozek
    • March 17, 2011

24. Distributions - paid out incorrectly...who makes plan whole?

    By Guest Stacey Potts, March 16, 2011
    • 2 replies
    • 1.3k views
    • 
    • ESOP Guy
    • April 22, 2011

25. Form of benefit allowed in doc but not at asset carrier

    By BG5150, March 7, 2011
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • March 8, 2011

26. Participant Signature on Excess Contrib Withdrawals

    By BG5150, March 1, 2011
    • 2 replies
    • 1.1k views
    • 
    • Bill Presson
    • March 2, 2011

27. Spousal rollover from 403b to 401k

    By Guest Peggy806, February 28, 2011
    • 1 reply
    • 1.5k views
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    • mbozek
    • March 5, 2011

28. Roth IRA conversion from pre-tax and Roth 401(k)

    By Guest Quacka, February 27, 2011
    • 2 replies
    • 1k views
    • 
    • Guest
    • March 4, 2011

29. Hardship Withdrawals

    By Nassau, February 23, 2011
    • 2 replies
    • 1.2k views
    • 
    • Nassau
    • February 23, 2011

30. Loan payment on severance package

    By Guest sugar daddy, February 22, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 22, 2011

31. Multiple Beneficiaries Primary and Contingent

    By TBob, February 21, 2011
    • 2 replies
    • 1.8k views
    • 
    • masteff
    • February 21, 2011

32. Repayment of impermissible hardship withdrawal

    By dcoderre, February 17, 2011
    • 0 replies
    • 1.7k views
    • 
    • dcoderre
    • February 17, 2011

33. Hardship Withdrawal

    By Nassau, February 15, 2011
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 15, 2011

34. Deceased Participant's account balance

    By Nassau, February 10, 2011
    • 5 replies
    • 1.5k views
    • 
    • Peter Gulia
    • February 11, 2011

35. Deceased Participant's Outstanding Loan

    By Nassau, February 9, 2011
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • February 9, 2011

36. Trustee is refusing to sign

    By Dazednconfused, February 8, 2011
    • 13 replies
    • 2k views
    • 
    • BG5150
    • February 15, 2011

37. Distribution to non-resident alien procedure

    By 30Rock, February 7, 2011
    • 1 reply
    • 2.9k views
    • 
    • Nassau
    • February 9, 2011

38. RMD Payments for a deceased participant

    By Nassau, February 4, 2011
    • 0 replies
    • 945 views
    • 
    • Nassau
    • February 4, 2011

39. Hardship Withdrawal

    By Nassau, February 2, 2011
    • 3 replies
    • 2.7k views
    • 
    • Peenionved
    • February 8

40. QDROs and Joinders

    By Guest SEmer1969, February 1, 2011
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • February 1, 2011

41. 1099-R Box 5 Reporting On Roth with loss

    By Lou S., January 31, 2011
    • 1 reply
    • 3.8k views
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    • masteff
    • February 3, 2011

42. in-plan Roth conversion and 1099R

    By Guest Jennyb473, January 27, 2011
    • 1 reply
    • 1.9k views
    • 
    • masteff
    • January 27, 2011

43. 1099-R 945 and withholding not done?

    By Lou S., January 26, 2011
    • 9 replies
    • 2.5k views
    • 
    • Lou S.
    • December 22, 2011

44. Proper dist code

    By doombuggy, January 25, 2011
    • 1 reply
    • 1.2k views
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    • ACox
    • January 25, 2011

45. Death benefit payable to estate

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

46. Donate part of minimum distribution

    By SheilaD, January 20, 2011
    • 1 reply
    • 842 views
    • 
    • david rigby
    • January 20, 2011

47. How many Forms 1099-R

    By Oh so SIMPLE, January 19, 2011
    • 0 replies
    • 871 views
    • 
    • Oh so SIMPLE
    • January 19, 2011

48. 1099-R for Annuity Purchase?

    By BTH, January 19, 2011
    • 3 replies
    • 1.7k views
    • 
    • BTH
    • January 20, 2011

49. Distribution Debacle

    By doombuggy, January 19, 2011
    • 0 replies
    • 978 views
    • 
    • doombuggy
    • January 19, 2011

50. The fun just never ends!

    By SMB, January 19, 2011
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • January 19, 2011