Distributions and Loans, Other than QDROs

4,180 topics in this forum

1. hardship with loan balance

   By JKW, July 28, 2010
   • 7 replies
   • 2.2k views
   • 
   • masteff
   • January 3, 2011

2. paying child support from PS plan

   By Santo Gold, May 24, 2006
   • 9 replies
   • 3k views
   • 
   • Guest
   • January 3, 2011

3. Hardship Withdrawal for Tuition

   By Guest ChristineFL, December 28, 2010
   • 6 replies
   • 3.9k views
   • 
   • Guest
   • December 29, 2010

4. RMD for person on "disability"

   By BG5150, December 29, 2010
   • 0 replies
   • 1.2k views
   • 
   • BG5150
   • December 29, 2010

5. Can beneficiary roll distribution into participant's 401k

   By Effen, December 28, 2010
   • 4 replies
   • 974 views
   • 
   • Appleby
   • December 29, 2010

6. Year End withholding - Form 945?

   By Guest Key Lime Pie, December 28, 2010
   • 0 replies
   • 1k views
   • 
   • Guest
   • December 28, 2010

7. Coding 1099s for Roth

   By Jim Chad, December 22, 2010
   • 0 replies
   • 916 views
   • 
   • Jim Chad
   • December 22, 2010

8. Loan note for an laid off participant

   By Santo Gold, December 22, 2010
   • 0 replies
   • 864 views
   • 
   • Santo Gold
   • December 22, 2010

9. How long to unwind ineligible rollover transaction?

   By Guest Pennysaver, December 22, 2010
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • December 22, 2010

10. RMD from SIMPLE

    By ombskid, December 21, 2010
    • 1 reply
    • 781 views
    • 
    • Guest
    • December 21, 2010

11. Distribution Timing

    By Dazednconfused, December 17, 2010
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • December 18, 2010

12. $200 withholding rule

    By BG5150, December 17, 2010
    • 3 replies
    • 1.9k views
    • 
    • GMK
    • December 17, 2010

13. Loan to Party in Intererst

    By TPA Bob, December 17, 2010
    • 1 reply
    • 1.1k views
    • 
    • Ron Snyder
    • December 17, 2010

14. RMD Calculation

    By Earl, December 16, 2010
    • 1 reply
    • 949 views
    • 
    • masteff
    • December 16, 2010

15. RMD effect on death benefit eligibility

    By JBones, December 14, 2010
    • 2 replies
    • 1.5k views
    • 
    • JBones
    • December 14, 2010

16. Alternate Payee and RMD

    By ERISA25, December 14, 2010
    • 1 reply
    • 2.1k views
    • 
    • QDROphile
    • December 14, 2010

17. Withholding for beneficiary

    By ombskid, December 13, 2010
    • 4 replies
    • 1.3k views
    • 
    • ombskid
    • December 13, 2010

18. Ineligible Loan Permitted

    By Dazednconfused, December 8, 2010
    • 4 replies
    • 1.2k views
    • 
    • Dazednconfused
    • December 9, 2010

19. Signing off on hardships

    By Guest newport, December 7, 2010
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • December 7, 2010

20. Taxation of after-tax RMDs

    By Guest Penny17, December 3, 2010
    • 6 replies
    • 1.7k views
    • 
    • masteff
    • December 6, 2010

21. In-Plan Roth conversions

    By Guest Holly Foster, December 2, 2010
    • 3 replies
    • 1.3k views
    • 
    • mbozek
    • December 3, 2010

22. Providing a QJ&S example

    By AlbanyConsultant, November 30, 2010
    • 1 reply
    • 925 views
    • 
    • Bird
    • November 30, 2010

23. Uncashed ESOP Dividend Payments

    By stormoj1, November 30, 2010
    • 0 replies
    • 1.3k views
    • 
    • stormoj1
    • November 30, 2010

24. Does rehire stop RMD

    By Richard Anderson, November 30, 2010
    • 0 replies
    • 1.8k views
    • 
    • Richard Anderson
    • November 30, 2010

25. RMD from Roth elective deferrals

    By K2retire, November 23, 2010
    • 21 replies
    • 3.7k views
    • 
    • mbozek
    • November 29, 2010

26. Plan Distribution to Spouse

    By Dazednconfused, November 23, 2010
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • November 24, 2010

27. Distribution Without Social Security Number

    By Randy Watson, January 19, 2008
    • 9 replies
    • 5.1k views
    • 
    • K2retire
    • November 20, 2010

28. Form 1099-R Reporting

    By Guest JimJames, November 19, 2010
    • 1 reply
    • 1.2k views
    • 
    • pmacduff
    • November 19, 2010

29. 70 1/2 owner (RMD)

    By Scuba 401, November 18, 2010
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • November 19, 2010

30. 2008 Form 945

    By Anonymoose, November 9, 2010
    • 9 replies
    • 3.5k views
    • 
    • K2retire
    • November 15, 2010

31. rmd after rbd

    By Beemer, November 12, 2010
    • 2 replies
    • 1.4k views
    • 
    • Beemer
    • November 13, 2010

32. RMD for Fiscal Plan

    By Dazednconfused, November 11, 2010
    • 2 replies
    • 1.6k views
    • 
    • Dazednconfused
    • November 11, 2010

33. Terminate PS/ESOP Plan

    By HarleyBabe, November 11, 2010
    • 0 replies
    • 1.2k views
    • 
    • HarleyBabe
    • November 11, 2010

34. Hardship Withdrawal - Eviction Notice Required?

    By Guest JHLUBB, July 7, 2010
    • 2 replies
    • 9.8k views
    • 
    • Guest
    • November 11, 2010

35. RMD - Cash Balance Plan

    By Lou S., November 10, 2010
    • 0 replies
    • 2.1k views
    • 
    • Lou S.
    • November 10, 2010

36. Loan limits

    By Guest Sieve, November 8, 2010
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • November 9, 2010

37. RMD--participant consent needed?

    By BG5150, November 5, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 5, 2010

38. Missed Loan Payments

    By Dazednconfused, November 3, 2010
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • November 4, 2010

39. Life Insurance Proceeds and 1099R

    By Guest Richard Scheer, November 1, 2010
    • 4 replies
    • 2.6k views
    • 
    • Bird
    • November 3, 2010

40. Distribution year for first RMD

    By Guest M. Martin, November 2, 2010
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • November 2, 2010

41. RMD question

    By BG5150, November 2, 2010
    • 1 reply
    • 874 views
    • 
    • masteff
    • November 2, 2010

42. Small Amount Distributions

    By Lori H, September 27, 2010
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • November 2, 2010

43. Loan past the 5 Years?

    By PFranckowiak, November 1, 2010
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • November 1, 2010

44. tpa firm distribution account

    By R. Butler, October 27, 2010
    • 4 replies
    • 1.4k views
    • 
    • SMB
    • October 28, 2010

45. insurance premiums paid too early

    By R. Butler, October 27, 2010
    • 3 replies
    • 995 views
    • 
    • R. Butler
    • October 28, 2010

46. Participant Loan Refinance

    By Dougsbpc, October 27, 2010
    • 2 replies
    • 5.3k views
    • 
    • masteff
    • October 27, 2010

47. What does "retired" mean for purposes of RMD?

    By M Norton, October 26, 2010
    • 3 replies
    • 3k views
    • 
    • M Norton
    • October 26, 2010

48. Loan correction under EPCRS

    By cdavis25, October 4, 2010
    • 3 replies
    • 1.6k views
    • 
    • Bird
    • October 25, 2010

49. State income tax withholding - CA

    By SMB, October 22, 2010
    • 1 reply
    • 887 views
    • 
    • david rigby
    • October 22, 2010

50. 1.401(k)-1(d)(3)(iv)(D)/Hardship- Employee Need not take counterproductive acts

    By Guest 401kizzle, October 21, 2010
    • 2 replies
    • 1.8k views
    • 
    • GMK
    • October 22, 2010