Distributions and Loans, Other than QDROs

4,205 topics in this forum

1. Maximum Loan amount and subsequent distribution

   By Guest Statler, August 24, 2010
   • 1 reply
   • 1.3k views
   • 
   • Mike Preston
   • August 25, 2010

2. Rollover into plan includes employer stock

   By Bird, August 17, 2010
   • 4 replies
   • 1.8k views
   • 
   • Bird
   • August 25, 2010

3. Partial lump sum distributions

   By Guest Serena, August 24, 2010
   • 3 replies
   • 2.9k views
   • 
   • Guest
   • August 25, 2010

4. Distribution to Non-US Citizen

   By Dazednconfused, August 5, 2010
   • 2 replies
   • 1.4k views
   • 
   • Dazednconfused
   • August 17, 2010

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

   By Jim Chad, August 10, 2010
   • 2 replies
   • 2.5k views
   • 
   • Jim Chad
   • August 14, 2010

6. Hardship and Deferrals

   By Guest Serena, August 12, 2010
   • 4 replies
   • 1.8k views
   • 
   • QDROphile
   • August 12, 2010

7. Non-spouse beneficiary rollover

   By SMB, August 11, 2010
   • 3 replies
   • 1.6k views
   • 
   • My 2 cents
   • August 12, 2010

8. Loan Processed Twice

   By Guest jolson, August 11, 2010
   • 1 reply
   • 1.1k views
   • 
   • QDROphile
   • August 11, 2010

9. Return of withholding

   By Guest Whatup, August 6, 2010
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • August 6, 2010

10. Erroneous rollover

    By Belgarath, December 18, 2009
    • 5 replies
    • 1.9k views
    • 
    • Belgarath
    • August 4, 2010

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

    By Fielding Mellish, July 29, 2010
    • 6 replies
    • 8.5k views
    • 
    • Belgarath
    • August 4, 2010

12. Loan Leave Suspension - One Year Cumulative?

    By Guest Mauiorbust, August 3, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 3, 2010

13. Problem getting a death certificate

    By doombuggy, August 3, 2010
    • 3 replies
    • 2k views
    • 
    • doombuggy
    • August 3, 2010

14. Dated Hardship Expense

    By 30Rock, July 28, 2010
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • July 29, 2010

15. Automatic Rollover to non IRA

    By 30Rock, July 28, 2010
    • 2 replies
    • 1.4k views
    • 
    • 30Rock
    • July 29, 2010

16. Tax deposit coupons for 2011

    By Anonymoose, July 27, 2010
    • 0 replies
    • 1.2k views
    • 
    • Anonymoose
    • July 27, 2010

17. Hardship - RV as Primary Residence

    By Guest Serena, July 23, 2010
    • 2 replies
    • 4.7k views
    • 
    • K2retire
    • July 25, 2010

18. Prohibited Transaction or Ordinary Loan Default?

    By Guest LHart, July 21, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 21, 2010

19. Rehires and RMDs

    By Guest Serena, July 7, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 7, 2010

20. Spousal Consent (again)

    By Guest nancy814, July 2, 2010
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • July 6, 2010

21. timing of distribution for deceased participant

    By cpc0506, June 25, 2010
    • 6 replies
    • 2k views
    • 
    • mbozek
    • July 1, 2010

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

    By Guest clux, June 25, 2010
    • 12 replies
    • 5k views
    • 
    • Guest
    • July 1, 2010

23. Illegal Aliens

    By dmwe, June 29, 2010
    • 6 replies
    • 1.6k views
    • 
    • mbozek
    • July 1, 2010

24. Participant paying for distribution fees out of pocket?

    By AlbanyConsultant, July 1, 2010
    • 2 replies
    • 1.4k views
    • 
    • AlbanyConsultant
    • July 1, 2010

25. Taxation of After-Tax Amounts

    By KateSmithPA, June 22, 2010
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • June 30, 2010

26. Notary requirement for spousal consent on distribution form

    By NQS, June 23, 2010
    • 1 reply
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • June 23, 2010

27. Business continues but in a new form

    By Oh so SIMPLE, June 14, 2010
    • 12 replies
    • 2k views
    • 
    • Guest
    • June 22, 2010

28. annuity payment from DC plan with money purchase

    By AKconsult, May 19, 2009
    • 3 replies
    • 2k views
    • 
    • Bird
    • June 20, 2010

29. Loan repayment

    By Guest JWR, June 18, 2010
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • June 18, 2010

30. changing ownership on annuity

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

31. Distribution to non-terminated employee; taxes withheld

    By 401king, June 15, 2010
    • 0 replies
    • 1.3k views
    • 
    • 401king
    • June 15, 2010

32. Distributions in Error

    By Guest Bizitchie, June 8, 2010
    • 8 replies
    • 2.1k views
    • 
    • mbozek
    • June 10, 2010

33. Divorce decree changes periodic payments

    By M Norton, June 9, 2010
    • 0 replies
    • 1.1k views
    • 
    • M Norton
    • June 9, 2010

34. Spousal Consent Question

    By Guest Karen Miller, June 8, 2010
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • June 9, 2010

35. Loan Refinance for Principal Home Plan Loan

    By Dazednconfused, June 7, 2010
    • 2 replies
    • 1.4k views
    • 
    • Dazednconfused
    • June 8, 2010

36. DB Beneficiary Deceased

    By Guest Relief, June 7, 2010
    • 4 replies
    • 1.4k views
    • 
    • GMK
    • June 7, 2010

37. DB Plan RMDs, Marriage Status Unknown

    By JRG, June 4, 2010
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • June 4, 2010

38. Lost participants again

    By Bird, May 28, 2010
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • May 28, 2010

39. ISW before RMD

    By TBob, May 27, 2010
    • 4 replies
    • 1.8k views
    • 
    • GMK
    • May 28, 2010

40. Hardship Distribution - Primary Beneficiary

    By JRG, May 28, 2010
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • May 28, 2010

41. Loan Refinancing

    By 12AX7, May 27, 2010
    • 2 replies
    • 1.5k views
    • 
    • 12AX7
    • May 27, 2010

42. Trouble Distributing Benefits

    By Dougsbpc, May 19, 2010
    • 18 replies
    • 3.4k views
    • 
    • GMK
    • May 26, 2010

43. Loan Refinance of Primary Residence

    By Guest frosty, May 20, 2010
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • May 20, 2010

44. RMD definition of account balance

    By Guest Peggy806, May 19, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 19, 2010

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

    By BG5150, May 7, 2010
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • May 18, 2010

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

    By Guest nancy814, May 13, 2010
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 14, 2010

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

    By Guest Tom:, May 11, 2010
    • 2 replies
    • 1.5k views
    • 
    • PLAN MAN
    • May 12, 2010

48. Mandatory Cashouts

    By Guest JM123, December 3, 2009
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • May 10, 2010

49. Repeated Hardship Requests / Access to Commercial Credit

    By BeanCounterBlues, May 7, 2010
    • 8 replies
    • 2.6k views
    • 
    • BeanCounterBlues
    • May 9, 2010

50. RMD calculation

    By pmacduff, May 3, 2010
    • 4 replies
    • 2.2k views
    • 
    • Mike Preston
    • May 4, 2010