Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Distribution check not cashed - 1099R issued?

   By Guest apsgrazetti, January 26, 2010
   • 6 replies
   • 2.9k views
   • 
   • Guest
   • January 27, 2010

2. When does vesting occur?

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

3. Roth 401(k) rollover to Roth IRA

   By cdavis25, January 20, 2010
   • 2 replies
   • 1.2k views
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   • Guest
   • January 20, 2010

4. 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

5. Loan deemed, participant still employed

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

6. Took loan, then terminated

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

7. Federal Withholding

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

8. 10% penalty exceptions

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

9. Default Beneficiary

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

10. Hardship for prepayment of funeral expenses

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

11. 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

12. Loan Default Not Fault of Participants

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

13. 1099 Filing Deadline

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

14. Loan program violation, 2 loans issued

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

15. Loan Issuance During Divorce

    By Guest Mauiorbust, December 22, 2009
    • 21 replies
    • 2.7k views
    • 
    • GMK
    • December 24, 2009

16. Pending DRO/ terminating plan

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

17. RMD

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

18. Hardship withdrawal signatures

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

19. Reverse a hardship

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

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

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

21. Withholding on distributions rolled into a Roth IRA

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

22. 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
    • 
    • GMK
    • December 8, 2009

23. Hardship for Acquiring Primary Residence

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

24. Direct Rollover Option

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

25. allocation of basis on inservice distribution

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

26. Distributions processed - didn't follow plan document

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

27. Distribution code between 55 & 59 1/2

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

28. Loan fee change?

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

29. Distributions to terminated participants

    By Lori H, September 2, 2009
    • 11 replies
    • 2.6k views
    • 
    • TPAnnie
    • December 1, 2009

30. Reporting Life Insurance Death Benefit on 1099-R

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

31. 2009 RMD Notice 2009-82

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

32. 1099-R excess contribution

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

33. 2009 RMD Rollover

    By SMB, November 4, 2009
    • 3 replies
    • 1.4k views
    • 
    • masteff
    • November 17, 2009

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

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

35. Non-spousal direct payment tax withholding?

    By pmacduff, July 29, 2008
    • 20 replies
    • 6k views
    • 
    • msimpson
    • November 17, 2009

36. Spousal Consent

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

37. Hardships

    By Felicia, November 11, 2009
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • November 13, 2009

38. Participant Loan- 15 year term

    By Randy Watson, September 24, 2009
    • 8 replies
    • 2k views
    • 
    • K2retire
    • November 13, 2009

39. Secondary Beneficiary

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

40. 1099-R Processing Tips

    By Guest R Plank, November 10, 2009
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • November 10, 2009

41. Protected Benefits

    By Guest SSL, September 30, 2009
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • November 6, 2009

42. Spousal Consent

    By Guest durktracy, November 6, 2009
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • November 6, 2009

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

    By Guest 4:15 Limit, November 5, 2009
    • 2 replies
    • 2.6k views
    • 
    • Bird
    • November 6, 2009

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

    By Guest Rissa, November 5, 2009
    • 5 replies
    • 1.7k views
    • 
    • RTK
    • November 6, 2009

45. Nonspouse Rollover and WRERA

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

46. RMD - New "Rules"

    By CJS07, November 4, 2009
    • 0 replies
    • 1.1k views
    • 
    • CJS07
    • November 4, 2009

47. Can the Employer limit the assets available for a loan to elective deferrals only?

    By katieinny, November 3, 2009
    • 2 replies
    • 1k views
    • 
    • Bird
    • November 3, 2009

48. Hardship after a loan

    By CJS07, January 26, 2009
    • 8 replies
    • 2.8k views
    • 
    • masteff
    • October 27, 2009

49. Plan Loan Default

    By waid10, October 20, 2009
    • 0 replies
    • 1.2k views
    • 
    • waid10
    • October 20, 2009

50. in service distributions prior to age 59 1/2

    By Guest Peggy806, October 20, 2009
    • 1 reply
    • 2.3k views
    • 
    • masteff
    • October 20, 2009