Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Benefit Distribution Paid from Wrong Account

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

2. Form 945

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

3. Worthless Assets

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

4. protected benefit?

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

5. Roth 401(k) Non-Qualified Rollover

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

6. IRS Examination- Qualification Issues

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

7. Distribution check not cashed - 1099R issued?

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

8. When does vesting occur?

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

9. Roth 401(k) rollover to Roth IRA

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

10. 1099-R and a 60-day return of the funds

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

11. Took loan, then terminated

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

12. Federal Withholding

    By Zoey, January 15, 2010
    • 5 replies
    • 1.6k views
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    • BG5150
    • January 15, 2010

13. 10% penalty exceptions

    By cpc0506, January 15, 2010
    • 2 replies
    • 1.5k views
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    • cpc0506
    • January 15, 2010

14. Separate EIN for plan required for distributions?

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

15. Default Beneficiary

    By Randy Watson, January 12, 2010
    • 1 reply
    • 978 views
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    • david rigby
    • January 13, 2010

16. Hardship for prepayment of funeral expenses

    By jkharvey, January 12, 2010
    • 2 replies
    • 2.5k views
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    • J Simmons
    • January 12, 2010

17. Loan Default Not Fault of Participants

    By waid10, January 8, 2010
    • 1 reply
    • 1.1k views
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    • Tom Poje
    • January 8, 2010

18. Refinancing a loan when only 1 loan at time is permitted

    By Guest H. Joseph, January 8, 2010
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • January 11, 2010

19. 1099 Filing Deadline

    By KateSmithPA, January 7, 2010
    • 3 replies
    • 1.3k views
    • 
    • KateSmithPA
    • January 8, 2010

20. Loan deemed, participant still employed

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

21. Loan program violation, 2 loans issued

    By Guest Pension Girl, January 7, 2010
    • 0 replies
    • 997 views
    • 
    • Guest
    • January 7, 2010

22. Loan Issuance During Divorce

    By Guest Mauiorbust, December 22, 2009
    • 21 replies
    • 2.6k views
    • 
    • GMK
    • December 24, 2009

23. Erroneous rollover

    By Belgarath, December 18, 2009
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • August 4, 2010

24. Hardship withdrawal signatures

    By Guest cdana, December 17, 2009
    • 1 reply
    • 888 views
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    • BG5150
    • December 17, 2009

25. RMD

    By Guest jama, December 16, 2009
    • 3 replies
    • 2.1k views
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    • BG5150
    • December 17, 2009

26. Reverse a hardship

    By Bird, December 16, 2009
    • 2 replies
    • 1.5k views
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    • Bird
    • December 16, 2009

27. Pending DRO/ terminating plan

    By Guest SEBBH, December 10, 2009
    • 1 reply
    • 1.6k views
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    • mbozek
    • December 22, 2009

28. BRF Testing for QJSA provisions/401(k) MPP merger

    By KJohnson, December 10, 2009
    • 0 replies
    • 1.2k views
    • 
    • KJohnson
    • December 10, 2009

29. Withholding on distributions rolled into a Roth IRA

    By Guest jsample, December 9, 2009
    • 0 replies
    • 848 views
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    • Guest
    • December 9, 2009

30. Omission of 30-day notice period in "Your Rollover Options" in Notice 2009-68

    By Everett Moreland, December 8, 2009
    • 3 replies
    • 2.4k views
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    • GMK
    • December 8, 2009

31. Hardship for Acquiring Primary Residence

    By J Simmons, December 7, 2009
    • 2 replies
    • 1.2k views
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    • BG5150
    • December 8, 2009

32. Direct Rollover Option

    By joel, December 5, 2009
    • 1 reply
    • 955 views
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    • Belgarath
    • December 7, 2009

33. allocation of basis on inservice distribution

    By M Norton, December 4, 2009
    • 0 replies
    • 884 views
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    • M Norton
    • December 4, 2009

34. Mandatory Cashouts

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

35. Distribution code between 55 & 59 1/2

    By doombuggy, December 2, 2009
    • 2 replies
    • 949 views
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    • Guest
    • December 2, 2009

36. Distributions processed - didn't follow plan document

    By TPAnnie, December 2, 2009
    • 2 replies
    • 1.1k views
    • 
    • mming
    • December 3, 2009

37. Loan fee change?

    By Guest PensionPrincess, November 30, 2009
    • 5 replies
    • 1.2k views
    • 
    • K2retire
    • December 2, 2009

38. Reporting Life Insurance Death Benefit on 1099-R

    By AndrewZ, November 25, 2009
    • 1 reply
    • 3.7k views
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    • Bird
    • November 28, 2009

39. 2009 RMD Notice 2009-82

    By Guest Peggy806, November 23, 2009
    • 1 reply
    • 976 views
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    • Guest
    • November 23, 2009

40. 1099-R excess contribution

    By pmacduff, November 19, 2009
    • 0 replies
    • 1.2k views
    • 
    • pmacduff
    • November 19, 2009

41. Distribution of Benefits - how often must we commence?

    By waid10, November 17, 2009
    • 1 reply
    • 922 views
    • 
    • Kevin C
    • November 17, 2009

42. Spousal Consent

    By Guest trainw, November 15, 2009
    • 1 reply
    • 974 views
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    • J Simmons
    • November 15, 2009

43. Hardships

    By Felicia, November 11, 2009
    • 8 replies
    • 2.1k views
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    • Guest
    • November 13, 2009

44. 1099-R Processing Tips

    By Guest R Plank, November 10, 2009
    • 4 replies
    • 1.2k views
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    • BG5150
    • November 10, 2009

45. Secondary Beneficiary

    By Guest beppie_stark, November 10, 2009
    • 6 replies
    • 2.2k views
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    • jpod
    • November 11, 2009

46. Spousal Consent

    By Guest durktracy, November 6, 2009
    • 1 reply
    • 1.3k views
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    • masteff
    • November 6, 2009

47. Nonspouse Rollover and WRERA

    By RTK, November 6, 2009
    • 0 replies
    • 1.8k views
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    • RTK
    • November 6, 2009

48. Participant Loans - 401(k) Plan with Roth deferrals

    By Guest 4:15 Limit, November 5, 2009
    • 2 replies
    • 2.5k views
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    • Bird
    • November 6, 2009

49. Spouse wants to keep death benefits in plan-- distributable event? 1099R?

    By Guest Rissa, November 5, 2009
    • 5 replies
    • 1.6k views
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    • RTK
    • November 6, 2009

50. RMD - New "Rules"

    By CJS07, November 4, 2009
    • 0 replies
    • 1k views
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    • CJS07
    • November 4, 2009