Distributions and Loans, Other than QDROs

4,204 topics in this forum

1. RMD - spouse of 5% owner

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

2. MPPP/PS Hardship Distribution

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

3. Plan loans

   By jkdoll2, July 29, 2011
   • 6 replies
   • 2.4k views
   • 
   • ETA Consulting LLC
   • July 29, 2011

4. Regular EE & ER Contributions to Roth IRA

   By Dazednconfused, July 27, 2011
   • 1 reply
   • 1.7k views
   • 
   • GMK
   • July 27, 2011

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

   By Guest Jennyb473, July 26, 2011
   • 7 replies
   • 1.8k views
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   • jpod
   • July 27, 2011

6. Loan Spousal Consent-Meaning of accrued benefit

   By Guest KurtF, July 25, 2011
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • July 25, 2011

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

   By gle318612, July 19, 2011
   • 5 replies
   • 4.4k views
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   • Kevin C
   • July 21, 2011

8. Discussion on Loan Payments and Double Taxation

   By Dennis Povloski, July 18, 2011
   • 15 replies
   • 3.4k views
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   • masteff
   • July 20, 2011

9. Defaulted Loan - 1099R Never issued

   By Guest JDK, January 25, 2008
   • 7 replies
   • 3.7k views
   • 
   • Guest
   • July 18, 2011

10. 87 year old participant estranged from wife for 25 years

    By Lori H, July 14, 2011
    • 4 replies
    • 1.5k views
    • 
    • Appleby
    • July 16, 2011

11. Loan issues

    By Lori H, July 15, 2011
    • 0 replies
    • 1.3k views
    • 
    • Lori H
    • July 15, 2011

12. multiple plan loan limit

    By Guest padmin, July 14, 2011
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • July 14, 2011

13. Funeral expenses for grandparent

    By Guest Georgia1, July 12, 2011
    • 5 replies
    • 4.3k views
    • 
    • GMK
    • July 13, 2011

14. RMd

    By Guest Susan M., June 1, 2011
    • 4 replies
    • 1.5k views
    • 
    • Monica Barnard
    • July 12, 2011

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

    By 30Rock, July 5, 2011
    • 5 replies
    • 2.7k views
    • 
    • ESOP Guy
    • July 6, 2011

16. Vesting change between payouts

    By Guest Jennyb473, July 1, 2011
    • 1 reply
    • 1.3k views
    • 
    • ESOP Guy
    • July 1, 2011

17. RMD for non-profits

    By Santo Gold, June 24, 2011
    • 1 reply
    • 1.7k views
    • 
    • ETA Consulting LLC
    • June 24, 2011

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

    By DMcGovern, June 23, 2011
    • 5 replies
    • 1.9k views
    • 
    • Bill Presson
    • June 24, 2011

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

    By Guest cbclark, June 21, 2011
    • 4 replies
    • 1.3k views
    • 
    • masteff
    • June 22, 2011

20. Form 945

    By Dougsbpc, June 13, 2011
    • 0 replies
    • 1.6k views
    • 
    • Dougsbpc
    • June 13, 2011

21. Death benefit payable to estate

    By Belgarath, January 20, 2011
    • 4 replies
    • 2.7k views
    • 
    • david rigby
    • June 10, 2011

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

    By mdm09, June 9, 2011
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • June 9, 2011

23. Retroactive QDRO of Rollover IRA

    By Guest MonicaM, June 2, 2011
    • 4 replies
    • 1.7k views
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    • mbozek
    • June 4, 2011

24. Terminated Participants - VERY Small Balances

    By KateSmithPA, June 3, 2011
    • 3 replies
    • 2.1k views
    • 
    • GMK
    • June 3, 2011

25. Acquisition of portion of control group

    By Guest tashasman, May 28, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 28, 2011

26. hardship, room & board expenses, etc

    By DMcGovern, May 26, 2011
    • 4 replies
    • 4.3k views
    • 
    • masteff
    • May 27, 2011

27. 401k loan reamortization

    By Guest wired, May 26, 2011
    • 3 replies
    • 11.3k views
    • 
    • Kevin C
    • May 26, 2011

28. Participant loans

    By Guest jim williams, May 24, 2011
    • 7 replies
    • 1.7k views
    • 
    • Bird
    • May 25, 2011

29. RMD with ROTH

    By Brenda Wren, May 13, 2011
    • 2 replies
    • 1.7k views
    • 
    • masteff
    • May 14, 2011

30. Distribution Forms

    By Guest NPS Darren, May 11, 2011
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • May 13, 2011

31. 2011 form 945

    By gregburst, May 11, 2011
    • 3 replies
    • 3.1k views
    • 
    • SMB
    • May 12, 2011

32. Determining Policy Loan Limit

    By retbenser, May 9, 2011
    • 5 replies
    • 1.6k views
    • 
    • BG5150
    • May 11, 2011

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

    By Guest Pennysaver, May 11, 2011
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 11, 2011

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

    By TPApril, May 7, 2011
    • 2 replies
    • 3.1k views
    • 
    • TPApril
    • May 9, 2011

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

    By M Norton, May 6, 2011
    • 1 reply
    • 1.2k views
    • 
    • Bill Presson
    • May 6, 2011

36. Age 70 1/2 Distribution

    By DP, May 5, 2011
    • 9 replies
    • 2.5k views
    • 
    • masteff
    • May 6, 2011

37. Distribution Fees

    By Guest lvisco, May 5, 2011
    • 1 reply
    • 1.2k views
    • 
    • GMK
    • May 5, 2011

38. Paying RMDs to incarcerated individual

    By msimpson, May 3, 2011
    • 1 reply
    • 2.1k views
    • 
    • Peter Gulia
    • May 4, 2011

39. Age 55 Exception

    By BTH, March 28, 2011
    • 6 replies
    • 3k views
    • 
    • Guest
    • April 28, 2011

40. F&C Hardships

    By TPAnnie, April 27, 2011
    • 4 replies
    • 1.5k views
    • 
    • TPAnnie
    • April 28, 2011

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

    By Guest Stacey Potts, March 16, 2011
    • 2 replies
    • 1.6k views
    • 
    • ESOP Guy
    • April 22, 2011

42. Extra Payments on Plan Loans

    By ERISA13, April 11, 2011
    • 1 reply
    • 1.9k views
    • 
    • PensionPro
    • April 11, 2011

43. distribution from related employer

    By Golgi, April 5, 2011
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • April 5, 2011

44. Tax withholding and reporting on escheated funds

    By Oh so SIMPLE, April 1, 2011
    • 1 reply
    • 4.5k views
    • 
    • Jim Norman
    • April 2, 2011

45. Hardship Withdrawal from Deferral Source

    By Dazednconfused, March 24, 2011
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 24, 2011

46. RMD from DB plan when plan is terminating

    By dmb, March 22, 2011
    • 0 replies
    • 1.2k views
    • 
    • dmb
    • March 22, 2011

47. Beneficiary not US citizen

    By BG5150, March 17, 2011
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • March 17, 2011

48. Employer Not Submitting Payments Withheld on My Check

    By Guest curtis1007, June 9, 2010
    • 7 replies
    • 5.2k views
    • 
    • J. Bringhurst
    • March 16, 2011

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

    By BG5150, March 7, 2011
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • March 8, 2011

50. Spousal rollover from 403b to 401k

    By Guest Peggy806, February 28, 2011
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • March 5, 2011