Distributions and Loans, Other than QDROs

4,188 topics in this forum

1. Prohibited Transaction or Ordinary Loan Default?

   By Guest LHart, July 21, 2010
   • 0 replies
   • 948 views
   • 
   • Guest
   • July 21, 2010

2. Rehires and RMDs

   By Guest Serena, July 7, 2010
   • 0 replies
   • 967 views
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   • Guest
   • July 7, 2010

3. Spousal Consent (again)

   By Guest nancy814, July 2, 2010
   • 6 replies
   • 1.5k views
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   • Guest
   • July 6, 2010

4. timing of distribution for deceased participant

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

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

   By Guest clux, June 25, 2010
   • 12 replies
   • 4.3k views
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   • Guest
   • July 1, 2010

6. Illegal Aliens

   By dmwe, June 29, 2010
   • 6 replies
   • 1.3k views
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   • mbozek
   • July 1, 2010

7. Participant paying for distribution fees out of pocket?

   By AlbanyConsultant, July 1, 2010
   • 2 replies
   • 1.1k views
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   • AlbanyConsultant
   • July 1, 2010

8. Taxation of After-Tax Amounts

   By KateSmithPA, June 22, 2010
   • 3 replies
   • 1.2k views
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   • mbozek
   • June 30, 2010

9. Notary requirement for spousal consent on distribution form

   By NQS, June 23, 2010
   • 1 reply
   • 1.3k views
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   • John Feldt ERPA CPC QPA
   • June 23, 2010

10. Business continues but in a new form

    By Oh so SIMPLE, June 14, 2010
    • 12 replies
    • 1.5k views
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    • Guest
    • June 22, 2010

11. annuity payment from DC plan with money purchase

    By AKconsult, May 19, 2009
    • 3 replies
    • 1.8k views
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    • Bird
    • June 20, 2010

12. Loan repayment

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

13. changing ownership on annuity

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

14. Distribution to non-terminated employee; taxes withheld

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

15. Distributions in Error

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

16. Divorce decree changes periodic payments

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

17. Spousal Consent Question

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

18. Loan Refinance for Principal Home Plan Loan

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

19. DB Beneficiary Deceased

    By Guest Relief, June 7, 2010
    • 4 replies
    • 1.2k views
    • 
    • GMK
    • June 7, 2010

20. DB Plan RMDs, Marriage Status Unknown

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

21. Lost participants again

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

22. ISW before RMD

    By TBob, May 27, 2010
    • 4 replies
    • 1.5k views
    • 
    • GMK
    • May 28, 2010

23. Hardship Distribution - Primary Beneficiary

    By JRG, May 28, 2010
    • 1 reply
    • 2.2k views
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    • Guest
    • May 28, 2010

24. Loan Refinancing

    By 12AX7, May 27, 2010
    • 2 replies
    • 1.3k views
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    • 12AX7
    • May 27, 2010

25. Trouble Distributing Benefits

    By Dougsbpc, May 19, 2010
    • 18 replies
    • 2.8k views
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    • GMK
    • May 26, 2010

26. Loan Refinance of Primary Residence

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

27. RMD definition of account balance

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

28. 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

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

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

30. 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

31. Mandatory Cashouts

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

32. Repeated Hardship Requests / Access to Commercial Credit

    By BeanCounterBlues, May 7, 2010
    • 8 replies
    • 2.2k views
    • 
    • BeanCounterBlues
    • May 9, 2010

33. RMD calculation

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

34. RMD - Required or not?

    By emmetttrudy, May 3, 2010
    • 1 reply
    • 1.6k views
    • 
    • PensionPro
    • May 3, 2010

35. Return from military leave

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

36. severance vs termination from service/employment

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

37. In Service Withdrawals of Rollover contributions

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

38. 945 forms

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

39. Loan Reamortization

    By Guest 401KBeacon, April 23, 2010
    • 1 reply
    • 1.1k views
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    • ACox
    • April 23, 2010

40. RMD Online Calculator for Defined Benefit Plans

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

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

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

42. Processing Fee for Loan

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

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

    By rocknrolls2, April 16, 2010
    • 0 replies
    • 1.1k views
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    • rocknrolls2
    • April 16, 2010

44. cure period

    By Guest Kelly T., April 1, 2010
    • 7 replies
    • 2.5k views
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    • Bird
    • April 6, 2010

45. Distribution at NRA

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

46. Tax levy

    By Bird, March 24, 2010
    • 4 replies
    • 2.9k views
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    • Bird
    • March 28, 2010

47. RMD

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

48. distribution to rehired employee

    By Belgarath, March 22, 2010
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • March 23, 2010

49. Loans in merged plan

    By Guest Sieve, March 22, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 22, 2010

50. Buy plan asset at plan termination

    By ombskid, March 10, 2010
    • 2 replies
    • 1.1k views
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    • jpod
    • March 11, 2010