Distributions and Loans, Other than QDROs

4,204 topics in this forum

1. Distribution Without Social Security Number

   By Randy Watson, January 19, 2008
   • 9 replies
   • 5.5k views
   • 
   • K2retire
   • November 20, 2010

2. Form 1099-R Reporting

   By Guest JimJames, November 19, 2010
   • 1 reply
   • 1.4k views
   • 
   • pmacduff
   • November 19, 2010

3. 70 1/2 owner (RMD)

   By Scuba 401, November 18, 2010
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • November 19, 2010

4. 2008 Form 945

   By Anonymoose, November 9, 2010
   • 9 replies
   • 3.8k views
   • 
   • K2retire
   • November 15, 2010

5. rmd after rbd

   By Beemer, November 12, 2010
   • 2 replies
   • 1.7k views
   • 
   • Beemer
   • November 13, 2010

6. RMD for Fiscal Plan

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

7. Terminate PS/ESOP Plan

   By HarleyBabe, November 11, 2010
   • 0 replies
   • 1.4k views
   • 
   • HarleyBabe
   • November 11, 2010

8. Hardship Withdrawal - Eviction Notice Required?

   By Guest JHLUBB, July 7, 2010
   • 2 replies
   • 10k views
   • 
   • Guest
   • November 11, 2010

9. RMD - Cash Balance Plan

   By Lou S., November 10, 2010
   • 0 replies
   • 2.3k views
   • 
   • Lou S.
   • November 10, 2010

10. Loan limits

    By Guest Sieve, November 8, 2010
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • November 9, 2010

11. RMD--participant consent needed?

    By BG5150, November 5, 2010
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • November 5, 2010

12. Missed Loan Payments

    By Dazednconfused, November 3, 2010
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • November 4, 2010

13. Life Insurance Proceeds and 1099R

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

14. Distribution year for first RMD

    By Guest M. Martin, November 2, 2010
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • November 2, 2010

15. RMD question

    By BG5150, November 2, 2010
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • November 2, 2010

16. Small Amount Distributions

    By Lori H, September 27, 2010
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • November 2, 2010

17. Loan past the 5 Years?

    By PFranckowiak, November 1, 2010
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • November 1, 2010

18. tpa firm distribution account

    By R. Butler, October 27, 2010
    • 4 replies
    • 1.8k views
    • 
    • SMB
    • October 28, 2010

19. insurance premiums paid too early

    By R. Butler, October 27, 2010
    • 3 replies
    • 1.2k views
    • 
    • R. Butler
    • October 28, 2010

20. Participant Loan Refinance

    By Dougsbpc, October 27, 2010
    • 2 replies
    • 5.5k views
    • 
    • masteff
    • October 27, 2010

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

    By M Norton, October 26, 2010
    • 3 replies
    • 3.3k views
    • 
    • M Norton
    • October 26, 2010

22. Loan correction under EPCRS

    By cdavis25, October 4, 2010
    • 3 replies
    • 1.9k views
    • 
    • Bird
    • October 25, 2010

23. State income tax withholding - CA

    By SMB, October 22, 2010
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • October 22, 2010

24. 1.401(k)-1(d)(3)(iv)(D)/Hardship- Employee Need not take counterproductive acts

    By Guest 401kizzle, October 21, 2010
    • 2 replies
    • 2.3k views
    • 
    • GMK
    • October 22, 2010

25. 5 years, even amortization

    By J Simmons, October 19, 2010
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • October 20, 2010

26. Loan #2: took too much

    By doombuggy, October 19, 2010
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • October 19, 2010

27. Satisfying RMDs with Lump Sum

    By Randy Watson, October 18, 2010
    • 6 replies
    • 2.1k views
    • 
    • Randy Watson
    • October 19, 2010

28. RMD as Charitable Contributions

    By Lou S., October 15, 2010
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • October 18, 2010

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

    By Guest Kiki, October 15, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 15, 2010

30. Waiver of Annuity Required?

    By RPP2001, October 13, 2010
    • 1 reply
    • 1.6k views
    • 
    • My 2 cents
    • October 14, 2010

31. Electronic Filing of Withholding on Distributions

    By Guest SDS_, October 13, 2010
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • October 14, 2010

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

    By Lori H, October 13, 2010
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • October 13, 2010

33. RMD in year of death

    By SMB, October 6, 2010
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • October 7, 2010

34. Distribution of Rollover from PS Plan

    By CAR, September 29, 2010
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • October 5, 2010

35. Fees Charged to Participants

    By Dougsbpc, October 4, 2010
    • 3 replies
    • 1.4k views
    • 
    • Dougsbpc
    • October 4, 2010

36. In-Service Distribution

    By ERISA13, September 30, 2010
    • 1 reply
    • 2.2k views
    • 
    • Lou S.
    • September 30, 2010

37. Hardship 6-month Suspension Over

    By KateSmithPA, September 24, 2010
    • 1 reply
    • 2.1k views
    • 
    • J Simmons
    • September 24, 2010

38. loan policy effective date

    By Guest JWR, September 17, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 17, 2010

39. RMD's

    By jkdoll2, September 14, 2010
    • 18 replies
    • 5.2k views
    • 
    • mbozek
    • September 17, 2010

40. Hardships from sources other than salary deferral

    By Guest ewhitmore, September 14, 2010
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • September 14, 2010

41. Hardship Distribution

    By Guest tdouglas@integrabc.com, September 13, 2010
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • September 13, 2010

42. Reporting of Repaid Deemed Distribution

    By J. Bringhurst, September 10, 2010
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • September 10, 2010

43. Hardship for purchase of principal residence

    By Gudgergirl, September 8, 2010
    • 4 replies
    • 2.8k views
    • 
    • J Simmons
    • September 9, 2010

44. Loan default after cure period

    By Gilmore, September 1, 2010
    • 2 replies
    • 2.3k views
    • 
    • Bird
    • September 2, 2010

45. Original Signed Promissory Note

    By Guest KATHRYN01, August 31, 2010
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • September 1, 2010

46. Foreclosure on mother's mortgage

    By Guest MBERISA, August 30, 2010
    • 5 replies
    • 1.5k views
    • 
    • BG5150
    • August 31, 2010

47. Distribution and Valuation of Promissory Note

    By Randy Watson, August 25, 2010
    • 2 replies
    • 2.2k views
    • 
    • Randy Watson
    • August 30, 2010

48. beneficiaries don't want the benefit

    By Santo Gold, August 23, 2010
    • 5 replies
    • 2.7k views
    • 
    • lvena
    • August 26, 2010

49. Hardship distribution

    By R. Butler, August 25, 2010
    • 2 replies
    • 1.7k views
    • 
    • masteff
    • August 26, 2010

50. Maximum Loan amount and subsequent distribution

    By Guest Statler, August 24, 2010
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • August 25, 2010