Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Hardship Withdrawal - Eviction Notice Required?

   By Guest JHLUBB, July 7, 2010
   • 2 replies
   • 9.7k views
   • 
   • Guest
   • November 11, 2010

2. Spousal Consent (again)

   By Guest nancy814, July 2, 2010
   • 6 replies
   • 1.4k views
   • 
   • Guest
   • July 6, 2010

3. Participant paying for distribution fees out of pocket?

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

4. Illegal Aliens

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

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

   By Guest clux, June 25, 2010
   • 12 replies
   • 4.1k views
   • 
   • Guest
   • July 1, 2010

6. timing of distribution for deceased participant

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

7. 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

8. Taxation of After-Tax Amounts

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

9. Loan repayment

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

10. changing ownership on annuity

    By jkdoll2, June 16, 2010
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • June 16, 2010

11. Distribution to non-terminated employee; taxes withheld

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

12. Business continues but in a new form

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

13. Divorce decree changes periodic payments

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

14. Employer Not Submitting Payments Withheld on My Check

    By Guest curtis1007, June 9, 2010
    • 7 replies
    • 4.4k views
    • 
    • J. Bringhurst
    • March 16, 2011

15. Distributions in Error

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

16. Spousal Consent Question

    By Guest Karen Miller, June 8, 2010
    • 4 replies
    • 2k views
    • 
    • Guest
    • June 9, 2010

17. Loan Refinance for Principal Home Plan Loan

    By Dazednconfused, June 7, 2010
    • 2 replies
    • 1k views
    • 
    • Dazednconfused
    • June 8, 2010

18. DB Beneficiary Deceased

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

19. DB Plan RMDs, Marriage Status Unknown

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

20. Lost participants again

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

21. Hardship Distribution - Primary Beneficiary

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

22. ISW before RMD

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

23. Loan Refinancing

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

24. Loan Refinance of Primary Residence

    By Guest frosty, May 20, 2010
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • May 20, 2010

25. Trouble Distributing Benefits

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

26. RMD definition of account balance

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

27. Deposit of Federal Tax Withholding From Participant Distribution

    By 415 Limit, May 17, 2010
    • 24 replies
    • 6.3k views
    • 
    • Bird
    • February 1, 2011

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

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

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

    By Guest Tom:, May 11, 2010
    • 2 replies
    • 1.1k views
    • 
    • PLAN MAN
    • May 12, 2010

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

    By BG5150, May 7, 2010
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • May 18, 2010

31. Repeated Hardship Requests / Access to Commercial Credit

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

32. RMD calculation

    By pmacduff, May 3, 2010
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • May 4, 2010

33. RMD - Required or not?

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

34. severance vs termination from service/employment

    By Guest bobolink, April 28, 2010
    • 1 reply
    • 3.1k views
    • 
    • QDROphile
    • April 28, 2010

35. In Service Withdrawals of Rollover contributions

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

36. Loan Reamortization

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

37. RMD Online Calculator for Defined Benefit Plans

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

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

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

39. Return from military leave

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

40. Processing Fee for Loan

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

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

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

42. Fraudulent Distribution

    By RCK, April 15, 2010
    • 22 replies
    • 7.1k views
    • 
    • MoJo
    • June 20, 2012

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

    By msimpson, April 5, 2010
    • 41 replies
    • 7.6k views
    • 
    • BG5150
    • April 26, 2021

44. cure period

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

45. Distribution at NRA

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

46. 945 forms

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

47. Tax levy

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

48. RMD

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

49. Loans in merged plan

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

50. distribution to rehired employee

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