Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. 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

2. Taxation of After-Tax Amounts

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

3. Loan repayment

   By Guest JWR, June 18, 2010
   • 1 reply
   • 974 views
   • 
   • mbozek
   • June 18, 2010

4. changing ownership on annuity

   By jkdoll2, June 16, 2010
   • 2 replies
   • 1.5k views
   • 
   • masteff
   • June 16, 2010

5. Distribution to non-terminated employee; taxes withheld

   By 401king, June 15, 2010
   • 0 replies
   • 909 views
   • 
   • 401king
   • June 15, 2010

6. Business continues but in a new form

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

7. Divorce decree changes periodic payments

   By M Norton, June 9, 2010
   • 0 replies
   • 787 views
   • 
   • M Norton
   • June 9, 2010

8. Employer Not Submitting Payments Withheld on My Check

   By Guest curtis1007, June 9, 2010
   • 7 replies
   • 4.2k views
   • 
   • J. Bringhurst
   • March 16, 2011

9. Distributions in Error

   By Guest Bizitchie, June 8, 2010
   • 8 replies
   • 1.6k views
   • 
   • mbozek
   • June 10, 2010

10. Spousal Consent Question

    By Guest Karen Miller, June 8, 2010
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • June 9, 2010

11. Loan Refinance for Principal Home Plan Loan

    By Dazednconfused, June 7, 2010
    • 2 replies
    • 983 views
    • 
    • Dazednconfused
    • June 8, 2010

12. DB Beneficiary Deceased

    By Guest Relief, June 7, 2010
    • 4 replies
    • 1.1k views
    • 
    • GMK
    • June 7, 2010

13. DB Plan RMDs, Marriage Status Unknown

    By JRG, June 4, 2010
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • June 4, 2010

14. Lost participants again

    By Bird, May 28, 2010
    • 1 reply
    • 927 views
    • 
    • david rigby
    • May 28, 2010

15. Hardship Distribution - Primary Beneficiary

    By JRG, May 28, 2010
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 28, 2010

16. ISW before RMD

    By TBob, May 27, 2010
    • 4 replies
    • 1.4k views
    • 
    • GMK
    • May 28, 2010

17. Loan Refinancing

    By 12AX7, May 27, 2010
    • 2 replies
    • 1.2k views
    • 
    • 12AX7
    • May 27, 2010

18. Loan Refinance of Primary Residence

    By Guest frosty, May 20, 2010
    • 1 reply
    • 1k views
    • 
    • masteff
    • May 20, 2010

19. Trouble Distributing Benefits

    By Dougsbpc, May 19, 2010
    • 18 replies
    • 2.6k views
    • 
    • GMK
    • May 26, 2010

20. RMD definition of account balance

    By Guest Peggy806, May 19, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 19, 2010

21. Deposit of Federal Tax Withholding From Participant Distribution

    By 415 Limit, May 17, 2010
    • 24 replies
    • 6.2k views
    • 
    • Bird
    • February 1, 2011

22. Loan Policy requiring loans to be paid back in less than 5 Years?

    By Guest nancy814, May 13, 2010
    • 2 replies
    • 941 views
    • 
    • Guest
    • May 14, 2010

23. Participant Election of Life Annuity Under a Non-QJSA DC Plan

    By Guest Tom:, May 11, 2010
    • 2 replies
    • 1k views
    • 
    • PLAN MAN
    • May 12, 2010

24. Can a loan be issued for more than 50% of account balance?

    By BG5150, May 7, 2010
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • May 18, 2010

25. Repeated Hardship Requests / Access to Commercial Credit

    By BeanCounterBlues, May 7, 2010
    • 8 replies
    • 2.1k views
    • 
    • BeanCounterBlues
    • May 9, 2010

26. RMD calculation

    By pmacduff, May 3, 2010
    • 4 replies
    • 1.7k views
    • 
    • Mike Preston
    • May 4, 2010

27. RMD - Required or not?

    By emmetttrudy, May 3, 2010
    • 1 reply
    • 1.5k views
    • 
    • PensionPro
    • May 3, 2010

28. severance vs termination from service/employment

    By Guest bobolink, April 28, 2010
    • 1 reply
    • 3k views
    • 
    • QDROphile
    • April 28, 2010

29. In Service Withdrawals of Rollover contributions

    By 30Rock, April 26, 2010
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • April 27, 2010

30. Loan Reamortization

    By Guest 401KBeacon, April 23, 2010
    • 1 reply
    • 1k views
    • 
    • ACox
    • April 23, 2010

31. RMD Online Calculator for Defined Benefit Plans

    By Guest ERISAQUEEN, April 21, 2010
    • 1 reply
    • 3k views
    • 
    • Mike Preston
    • April 22, 2010

32. Rollover into Qualified Plan that should not have been allowed

    By Guest Why Me!, April 21, 2010
    • 0 replies
    • 832 views
    • 
    • Guest
    • April 21, 2010

33. Return from military leave

    By 30Rock, April 21, 2010
    • 1 reply
    • 915 views
    • 
    • RCK
    • April 28, 2010

34. Processing Fee for Loan

    By Guest dott, April 20, 2010
    • 1 reply
    • 911 views
    • 
    • QDROphile
    • April 20, 2010

35. Principal Residence Loan - To Finance Construction of Home?

    By rocknrolls2, April 16, 2010
    • 0 replies
    • 1k views
    • 
    • rocknrolls2
    • April 16, 2010

36. Fraudulent Distribution

    By RCK, April 15, 2010
    • 22 replies
    • 7k views
    • 
    • MoJo
    • June 20, 2012

37. "failed" direct rollover - obligations of plan?

    By msimpson, April 5, 2010
    • 41 replies
    • 7.4k views
    • 
    • BG5150
    • April 26, 2021

38. cure period

    By Guest Kelly T., April 1, 2010
    • 7 replies
    • 2.3k views
    • 
    • Bird
    • April 6, 2010

39. Distribution at NRA

    By Guest dott, March 31, 2010
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • April 1, 2010

40. 945 forms

    By pmacduff, March 30, 2010
    • 2 replies
    • 1.2k views
    • 
    • MARYMM
    • April 23, 2010

41. Tax levy

    By Bird, March 24, 2010
    • 4 replies
    • 2.8k views
    • 
    • Bird
    • March 28, 2010

42. RMD

    By SMB, March 23, 2010
    • 3 replies
    • 1.1k views
    • 
    • SMB
    • March 23, 2010

43. Loans in merged plan

    By Guest Sieve, March 22, 2010
    • 2 replies
    • 1k views
    • 
    • Guest
    • March 22, 2010

44. distribution to rehired employee

    By Belgarath, March 22, 2010
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • March 23, 2010

45. Buy plan asset at plan termination

    By ombskid, March 10, 2010
    • 2 replies
    • 1k views
    • 
    • jpod
    • March 11, 2010

46. Rolling Money INTO a Roth IRA

    By BG5150, March 8, 2010
    • 5 replies
    • 1k views
    • 
    • GMK
    • March 9, 2010

47. Roth 401(k0 distribution - tax?

    By doombuggy, March 3, 2010
    • 2 replies
    • 1k views
    • 
    • doombuggy
    • March 5, 2010

48. Balance Forward Safe Harbor 401(k) Distribution

    By Guest mcw, February 19, 2010
    • 2 replies
    • 1.9k views
    • 
    • D Lewis
    • February 19, 2010

49. Distributions

    By Guest datalife, February 15, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 15, 2010

50. Participant Loans on Plan Merger

    By MoShawn, February 5, 2010
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • February 5, 2010