Distributions and Loans, Other than QDROs

4,188 topics in this forum

1. Rolling Money INTO a Roth IRA

   By BG5150, March 8, 2010
   • 5 replies
   • 1.1k views
   • 
   • GMK
   • March 9, 2010

2. Participant w/plan loan files for bankruptcy

   By Guest Reneeg, November 1, 1999
   • 20 replies
   • 4.6k views
   • 
   • mbozek
   • March 7, 2010

3. Roth 401(k0 distribution - tax?

   By doombuggy, March 3, 2010
   • 2 replies
   • 1.1k views
   • 
   • doombuggy
   • March 5, 2010

4. Balance Forward Safe Harbor 401(k) Distribution

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

5. Roth 401(k) Non-Qualified Rollover

   By Guest PensionPrincess, January 27, 2010
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • February 17, 2010

6. Distributions

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

7. Rollover from QP to Roth IRA

   By pmacduff, September 22, 2009
   • 17 replies
   • 10.4k views
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   • Appleby
   • February 12, 2010

8. New QOSA Rules

   By Guest Grumpy456, May 14, 2008
   • 9 replies
   • 3.5k views
   • 
   • Mike Preston
   • February 6, 2010

9. Participant Loans on Plan Merger

   By MoShawn, February 5, 2010
   • 5 replies
   • 3.4k views
   • 
   • Guest
   • February 5, 2010

10. Benefit Distribution Paid from Wrong Account

    By Dougsbpc, February 4, 2010
    • 0 replies
    • 1.2k views
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    • Dougsbpc
    • February 4, 2010

11. Form 945

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

12. Worthless Assets

    By Guest lizano, January 30, 2010
    • 1 reply
    • 1.3k views
    • 
    • Peter Gulia
    • January 30, 2010

13. Separate EIN for plan required for distributions?

    By steve-o, January 14, 2010
    • 7 replies
    • 7.1k views
    • 
    • mwyatt
    • January 30, 2010

14. protected benefit?

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

15. Late Loan Default

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

16. IRS Examination- Qualification Issues

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

17. Distribution check not cashed - 1099R issued?

    By Guest apsgrazetti, January 26, 2010
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • January 27, 2010

18. When does vesting occur?

    By Blackbirch, January 26, 2010
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • January 26, 2010

19. Roth 401(k) rollover to Roth IRA

    By cdavis25, January 20, 2010
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 20, 2010

20. 1099-R and a 60-day return of the funds

    By Blinky the 3-eyed Fish, January 19, 2010
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • January 19, 2010

21. Loan deemed, participant still employed

    By BG5150, January 7, 2010
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • January 18, 2010

22. Took loan, then terminated

    By Monica Barnard, January 18, 2010
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • January 18, 2010

23. Federal Withholding

    By Zoey, January 15, 2010
    • 5 replies
    • 1.7k views
    • 
    • BG5150
    • January 15, 2010

24. 10% penalty exceptions

    By cpc0506, January 15, 2010
    • 2 replies
    • 1.6k views
    • 
    • cpc0506
    • January 15, 2010

25. Default Beneficiary

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

26. Hardship for prepayment of funeral expenses

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

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

    By Guest H. Joseph, January 8, 2010
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • January 11, 2010

28. Loan Default Not Fault of Participants

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

29. 1099 Filing Deadline

    By KateSmithPA, January 7, 2010
    • 3 replies
    • 1.4k views
    • 
    • KateSmithPA
    • January 8, 2010

30. Loan program violation, 2 loans issued

    By Guest Pension Girl, January 7, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • January 7, 2010

31. Loan Issuance During Divorce

    By Guest Mauiorbust, December 22, 2009
    • 21 replies
    • 3.1k views
    • 
    • GMK
    • December 24, 2009

32. Pending DRO/ terminating plan

    By Guest SEBBH, December 10, 2009
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • December 22, 2009

33. RMD

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

34. Hardship withdrawal signatures

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

35. Reverse a hardship

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

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

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

37. Withholding on distributions rolled into a Roth IRA

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

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

    By Everett Moreland, December 8, 2009
    • 3 replies
    • 2.5k views
    • 
    • GMK
    • December 8, 2009

39. Hardship for Acquiring Primary Residence

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

40. Direct Rollover Option

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

41. allocation of basis on inservice distribution

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

42. Distributions processed - didn't follow plan document

    By TPAnnie, December 2, 2009
    • 2 replies
    • 1.2k views
    • 
    • mming
    • December 3, 2009

43. Distribution code between 55 & 59 1/2

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

44. Loan fee change?

    By Guest PensionPrincess, November 30, 2009
    • 5 replies
    • 1.3k views
    • 
    • K2retire
    • December 2, 2009

45. Distributions to terminated participants

    By Lori H, September 2, 2009
    • 11 replies
    • 2.7k views
    • 
    • TPAnnie
    • December 1, 2009

46. Reporting Life Insurance Death Benefit on 1099-R

    By AndrewZ, November 25, 2009
    • 1 reply
    • 3.8k views
    • 
    • Bird
    • November 28, 2009

47. 2009 RMD Notice 2009-82

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

48. 1099-R excess contribution

    By pmacduff, November 19, 2009
    • 0 replies
    • 1.3k views
    • 
    • pmacduff
    • November 19, 2009

49. 2009 RMD Rollover

    By SMB, November 4, 2009
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • November 17, 2009

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

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