Distributions and Loans, Other than QDROs

4,199 topics in this forum

1. Loan Spousal Consent-Meaning of accrued benefit

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

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

   By gle318612, July 19, 2011
   • 5 replies
   • 4.3k views
   • 
   • Kevin C
   • July 21, 2011

3. Discussion on Loan Payments and Double Taxation

   By Dennis Povloski, July 18, 2011
   • 15 replies
   • 3.1k views
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   • masteff
   • July 20, 2011

4. Defaulted Loan - 1099R Never issued

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

5. 87 year old participant estranged from wife for 25 years

   By Lori H, July 14, 2011
   • 4 replies
   • 1.4k views
   • 
   • Appleby
   • July 16, 2011

6. Loan issues

   By Lori H, July 15, 2011
   • 0 replies
   • 1.2k views
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   • Lori H
   • July 15, 2011

7. multiple plan loan limit

   By Guest padmin, July 14, 2011
   • 1 reply
   • 1.4k views
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   • ETA Consulting LLC
   • July 14, 2011

8. Funeral expenses for grandparent

   By Guest Georgia1, July 12, 2011
   • 5 replies
   • 4.2k views
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   • GMK
   • July 13, 2011

9. RMd

   By Guest Susan M., June 1, 2011
   • 4 replies
   • 1.4k views
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   • Monica Barnard
   • July 12, 2011

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

    By 30Rock, July 5, 2011
    • 5 replies
    • 2.6k views
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    • ESOP Guy
    • July 6, 2011

11. Vesting change between payouts

    By Guest Jennyb473, July 1, 2011
    • 1 reply
    • 1.2k views
    • 
    • ESOP Guy
    • July 1, 2011

12. RMD for non-profits

    By Santo Gold, June 24, 2011
    • 1 reply
    • 1.6k views
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    • ETA Consulting LLC
    • June 24, 2011

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

    By DMcGovern, June 23, 2011
    • 5 replies
    • 1.7k views
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    • Bill Presson
    • June 24, 2011

14. 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

15. Form 945

    By Dougsbpc, June 13, 2011
    • 0 replies
    • 1.5k views
    • 
    • Dougsbpc
    • June 13, 2011

16. Death benefit payable to estate

    By Belgarath, January 20, 2011
    • 4 replies
    • 2.6k views
    • 
    • david rigby
    • June 10, 2011

17. 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

18. Retroactive QDRO of Rollover IRA

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

19. Terminated Participants - VERY Small Balances

    By KateSmithPA, June 3, 2011
    • 3 replies
    • 2k views
    • 
    • GMK
    • June 3, 2011

20. Acquisition of portion of control group

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

21. hardship, room & board expenses, etc

    By DMcGovern, May 26, 2011
    • 4 replies
    • 4.2k views
    • 
    • masteff
    • May 27, 2011

22. 401k loan reamortization

    By Guest wired, May 26, 2011
    • 3 replies
    • 11.2k views
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    • Kevin C
    • May 26, 2011

23. Participant loans

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

24. RMD with ROTH

    By Brenda Wren, May 13, 2011
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • May 14, 2011

25. Distribution Forms

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

26. 2011 form 945

    By gregburst, May 11, 2011
    • 3 replies
    • 2.9k views
    • 
    • SMB
    • May 12, 2011

27. Determining Policy Loan Limit

    By retbenser, May 9, 2011
    • 5 replies
    • 1.4k views
    • 
    • BG5150
    • May 11, 2011

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

    By Guest Pennysaver, May 11, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 11, 2011

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

    By TPApril, May 7, 2011
    • 2 replies
    • 3k views
    • 
    • TPApril
    • May 9, 2011

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

    By M Norton, May 6, 2011
    • 1 reply
    • 1.1k views
    • 
    • Bill Presson
    • May 6, 2011

31. Age 70 1/2 Distribution

    By DP, May 5, 2011
    • 9 replies
    • 2.4k views
    • 
    • masteff
    • May 6, 2011

32. Distribution Fees

    By Guest lvisco, May 5, 2011
    • 1 reply
    • 1.1k views
    • 
    • GMK
    • May 5, 2011

33. Paying RMDs to incarcerated individual

    By msimpson, May 3, 2011
    • 1 reply
    • 1.8k views
    • 
    • Peter Gulia
    • May 4, 2011

34. Age 55 Exception

    By BTH, March 28, 2011
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • April 28, 2011

35. F&C Hardships

    By TPAnnie, April 27, 2011
    • 4 replies
    • 1.4k views
    • 
    • TPAnnie
    • April 28, 2011

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

    By Guest Stacey Potts, March 16, 2011
    • 2 replies
    • 1.5k views
    • 
    • ESOP Guy
    • April 22, 2011

37. Extra Payments on Plan Loans

    By ERISA13, April 11, 2011
    • 1 reply
    • 1.8k views
    • 
    • PensionPro
    • April 11, 2011

38. distribution from related employer

    By Golgi, April 5, 2011
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • April 5, 2011

39. Tax withholding and reporting on escheated funds

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

40. Hardship Withdrawal from Deferral Source

    By Dazednconfused, March 24, 2011
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 24, 2011

41. RMD from DB plan when plan is terminating

    By dmb, March 22, 2011
    • 0 replies
    • 1.1k views
    • 
    • dmb
    • March 22, 2011

42. Beneficiary not US citizen

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

43. Employer Not Submitting Payments Withheld on My Check

    By Guest curtis1007, June 9, 2010
    • 7 replies
    • 5k views
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    • J. Bringhurst
    • March 16, 2011

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

    By BG5150, March 7, 2011
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • March 8, 2011

45. Spousal rollover from 403b to 401k

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

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

    By Guest Quacka, February 27, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 4, 2011

47. Participant Signature on Excess Contrib Withdrawals

    By BG5150, March 1, 2011
    • 2 replies
    • 1.3k views
    • 
    • Bill Presson
    • March 2, 2011

48. Hardship Withdrawals

    By Nassau, February 23, 2011
    • 2 replies
    • 1.4k views
    • 
    • Nassau
    • February 23, 2011

49. Loan payment on severance package

    By Guest sugar daddy, February 22, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 22, 2011

50. Multiple Beneficiaries Primary and Contingent

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