Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Hardship Distribution - Primary Beneficiary

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

2. Loan Refinancing

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

3. Trouble Distributing Benefits

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

4. Loan Refinance of Primary Residence

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

5. RMD definition of account balance

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

6. 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

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

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

8. 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

9. Mandatory Cashouts

   By Guest JM123, December 3, 2009
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • May 10, 2010

10. Repeated Hardship Requests / Access to Commercial Credit

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

11. RMD calculation

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

12. RMD - Required or not?

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

13. Return from military leave

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

14. severance vs termination from service/employment

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

15. In Service Withdrawals of Rollover contributions

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

16. 945 forms

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

17. Loan Reamortization

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

18. RMD Online Calculator for Defined Benefit Plans

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

19. 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

20. Processing Fee for Loan

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

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

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

22. cure period

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

23. Distribution at NRA

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

24. Tax levy

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

25. RMD

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

26. distribution to rehired employee

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

27. Loans in merged plan

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

28. Buy plan asset at plan termination

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

29. Rolling Money INTO a Roth IRA

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

30. Participant w/plan loan files for bankruptcy

    By Guest Reneeg, November 1, 1999
    • 20 replies
    • 4.4k views
    • 
    • mbozek
    • March 7, 2010

31. Roth 401(k0 distribution - tax?

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

32. Balance Forward Safe Harbor 401(k) Distribution

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

33. Roth 401(k) Non-Qualified Rollover

    By Guest PensionPrincess, January 27, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 17, 2010

34. Distributions

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

35. Rollover from QP to Roth IRA

    By pmacduff, September 22, 2009
    • 17 replies
    • 10.1k views
    • 
    • Appleby
    • February 12, 2010

36. New QOSA Rules

    By Guest Grumpy456, May 14, 2008
    • 9 replies
    • 3.4k views
    • 
    • Mike Preston
    • February 6, 2010

37. Participant Loans on Plan Merger

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

38. Benefit Distribution Paid from Wrong Account

    By Dougsbpc, February 4, 2010
    • 0 replies
    • 1.1k views
    • 
    • Dougsbpc
    • February 4, 2010

39. Form 945

    By Bird, February 1, 2010
    • 0 replies
    • 976 views
    • 
    • Bird
    • February 1, 2010

40. Worthless Assets

    By Guest lizano, January 30, 2010
    • 1 reply
    • 1.2k views
    • 
    • Peter Gulia
    • January 30, 2010

41. Separate EIN for plan required for distributions?

    By steve-o, January 14, 2010
    • 7 replies
    • 6.5k views
    • 
    • mwyatt
    • January 30, 2010

42. protected benefit?

    By K2retire, January 28, 2010
    • 4 replies
    • 2k views
    • 
    • Guest
    • January 29, 2010

43. Late Loan Default

    By Guest KMP, June 12, 2009
    • 2 replies
    • 2.1k views
    • 
    • Tom Poje
    • January 28, 2010

44. IRS Examination- Qualification Issues

    By Guest Gumby, January 27, 2010
    • 0 replies
    • 927 views
    • 
    • Guest
    • January 27, 2010

45. Distribution check not cashed - 1099R issued?

    By Guest apsgrazetti, January 26, 2010
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • January 27, 2010

46. When does vesting occur?

    By Blackbirch, January 26, 2010
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • January 26, 2010

47. Roth 401(k) rollover to Roth IRA

    By cdavis25, January 20, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 20, 2010

48. 1099-R and a 60-day return of the funds

    By Blinky the 3-eyed Fish, January 19, 2010
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • January 19, 2010

49. Loan deemed, participant still employed

    By BG5150, January 7, 2010
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 18, 2010

50. Took loan, then terminated

    By Monica Barnard, January 18, 2010
    • 1 reply
    • 997 views
    • 
    • Bird
    • January 18, 2010