Distributions and Loans, Other than QDROs

4,177 topics in this forum

1. RMD as Charitable Contributions

   By Lou S., October 15, 2010
   • 2 replies
   • 1.1k views
   • 
   • Lou S.
   • October 18, 2010

2. Age 65 Distributions - 401(a)(14)

   By Guest Kiki, October 15, 2010
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • October 15, 2010

3. Waiver of Annuity Required?

   By RPP2001, October 13, 2010
   • 1 reply
   • 1.3k views
   • 
   • My 2 cents
   • October 14, 2010

4. Electronic Filing of Withholding on Distributions

   By Guest SDS_, October 13, 2010
   • 2 replies
   • 1.1k views
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   • david rigby
   • October 14, 2010

5. Quick question and answer: Husband of owner needs RMD after 70.5?

   By Lori H, October 13, 2010
   • 1 reply
   • 1.1k views
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   • J Simmons
   • October 13, 2010

6. RMD in year of death

   By SMB, October 6, 2010
   • 4 replies
   • 1.5k views
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   • Bird
   • October 7, 2010

7. Distribution of Rollover from PS Plan

   By CAR, September 29, 2010
   • 5 replies
   • 1.7k views
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   • Guest
   • October 5, 2010

8. Fees Charged to Participants

   By Dougsbpc, October 4, 2010
   • 3 replies
   • 1.1k views
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   • Dougsbpc
   • October 4, 2010

9. In-Service Distribution

   By ERISA13, September 30, 2010
   • 1 reply
   • 1.9k views
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   • Lou S.
   • September 30, 2010

10. Hardship 6-month Suspension Over

    By KateSmithPA, September 24, 2010
    • 1 reply
    • 2k views
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    • J Simmons
    • September 24, 2010

11. loan policy effective date

    By Guest JWR, September 17, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 17, 2010

12. RMD's

    By jkdoll2, September 14, 2010
    • 18 replies
    • 4.3k views
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    • mbozek
    • September 17, 2010

13. Hardships from sources other than salary deferral

    By Guest ewhitmore, September 14, 2010
    • 2 replies
    • 1k views
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    • masteff
    • September 14, 2010

14. Hardship Distribution

    By Guest tdouglas@integrabc.com, September 13, 2010
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • September 13, 2010

15. Reporting of Repaid Deemed Distribution

    By J. Bringhurst, September 10, 2010
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • September 10, 2010

16. Hardship for purchase of principal residence

    By Gudgergirl, September 8, 2010
    • 4 replies
    • 2.6k views
    • 
    • J Simmons
    • September 9, 2010

17. Loan default after cure period

    By Gilmore, September 1, 2010
    • 2 replies
    • 2k views
    • 
    • Bird
    • September 2, 2010

18. Original Signed Promissory Note

    By Guest KATHRYN01, August 31, 2010
    • 1 reply
    • 1.2k views
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    • mbozek
    • September 1, 2010

19. Foreclosure on mother's mortgage

    By Guest MBERISA, August 30, 2010
    • 5 replies
    • 1.3k views
    • 
    • BG5150
    • August 31, 2010

20. Distribution and Valuation of Promissory Note

    By Randy Watson, August 25, 2010
    • 2 replies
    • 1.9k views
    • 
    • Randy Watson
    • August 30, 2010

21. beneficiaries don't want the benefit

    By Santo Gold, August 23, 2010
    • 5 replies
    • 2.4k views
    • 
    • lvena
    • August 26, 2010

22. Hardship distribution

    By R. Butler, August 25, 2010
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • August 26, 2010

23. Maximum Loan amount and subsequent distribution

    By Guest Statler, August 24, 2010
    • 1 reply
    • 892 views
    • 
    • Mike Preston
    • August 25, 2010

24. Rollover into plan includes employer stock

    By Bird, August 17, 2010
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • August 25, 2010

25. Partial lump sum distributions

    By Guest Serena, August 24, 2010
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • August 25, 2010

26. Distribution to Non-US Citizen

    By Dazednconfused, August 5, 2010
    • 2 replies
    • 1.1k views
    • 
    • Dazednconfused
    • August 17, 2010

27. RMD's for 2010 - Were they suspended too?

    By Jim Chad, August 10, 2010
    • 2 replies
    • 2.2k views
    • 
    • Jim Chad
    • August 14, 2010

28. Hardship and Deferrals

    By Guest Serena, August 12, 2010
    • 4 replies
    • 1.6k views
    • 
    • QDROphile
    • August 12, 2010

29. Non-spouse beneficiary rollover

    By SMB, August 11, 2010
    • 3 replies
    • 1.3k views
    • 
    • My 2 cents
    • August 12, 2010

30. Loan Processed Twice

    By Guest jolson, August 11, 2010
    • 1 reply
    • 863 views
    • 
    • QDROphile
    • August 11, 2010

31. Return of withholding

    By Guest Whatup, August 6, 2010
    • 0 replies
    • 904 views
    • 
    • Guest
    • August 6, 2010

32. Erroneous rollover

    By Belgarath, December 18, 2009
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • August 4, 2010

33. Loan defaults still treated as asset on balance sheet?

    By Fielding Mellish, July 29, 2010
    • 6 replies
    • 7.8k views
    • 
    • Belgarath
    • August 4, 2010

34. Loan Leave Suspension - One Year Cumulative?

    By Guest Mauiorbust, August 3, 2010
    • 0 replies
    • 788 views
    • 
    • Guest
    • August 3, 2010

35. Problem getting a death certificate

    By doombuggy, August 3, 2010
    • 3 replies
    • 1.6k views
    • 
    • doombuggy
    • August 3, 2010

36. Dated Hardship Expense

    By 30Rock, July 28, 2010
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • July 29, 2010

37. Automatic Rollover to non IRA

    By 30Rock, July 28, 2010
    • 2 replies
    • 972 views
    • 
    • 30Rock
    • July 29, 2010

38. Tax deposit coupons for 2011

    By Anonymoose, July 27, 2010
    • 0 replies
    • 947 views
    • 
    • Anonymoose
    • July 27, 2010

39. Hardship - RV as Primary Residence

    By Guest Serena, July 23, 2010
    • 2 replies
    • 4.4k views
    • 
    • K2retire
    • July 25, 2010

40. Prohibited Transaction or Ordinary Loan Default?

    By Guest LHart, July 21, 2010
    • 0 replies
    • 933 views
    • 
    • Guest
    • July 21, 2010

41. Rehires and RMDs

    By Guest Serena, July 7, 2010
    • 0 replies
    • 952 views
    • 
    • Guest
    • July 7, 2010

42. Spousal Consent (again)

    By Guest nancy814, July 2, 2010
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • July 6, 2010

43. timing of distribution for deceased participant

    By cpc0506, June 25, 2010
    • 6 replies
    • 1.4k views
    • 
    • mbozek
    • July 1, 2010

44. DB J&S payment after divorce and death of retiree

    By Guest clux, June 25, 2010
    • 12 replies
    • 4.2k views
    • 
    • Guest
    • July 1, 2010

45. Illegal Aliens

    By dmwe, June 29, 2010
    • 6 replies
    • 1.2k views
    • 
    • mbozek
    • July 1, 2010

46. Participant paying for distribution fees out of pocket?

    By AlbanyConsultant, July 1, 2010
    • 2 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • July 1, 2010

47. Taxation of After-Tax Amounts

    By KateSmithPA, June 22, 2010
    • 3 replies
    • 1.1k views
    • 
    • mbozek
    • June 30, 2010

48. Notary requirement for spousal consent on distribution form

    By NQS, June 23, 2010
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • June 23, 2010

49. Business continues but in a new form

    By Oh so SIMPLE, June 14, 2010
    • 12 replies
    • 1.4k views
    • 
    • Guest
    • June 22, 2010

50. annuity payment from DC plan with money purchase

    By AKconsult, May 19, 2009
    • 3 replies
    • 1.7k views
    • 
    • Bird
    • June 20, 2010