Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. PPA Distribution Notices

   By Guest willz09, October 5, 2009
   • 1 reply
   • 1.5k views
   • 
   • Bird
   • October 5, 2009

2. Participant RMD in Year of Death -- Recipient and Tax Reporting

   By rocknrolls2, September 30, 2009
   • 1 reply
   • 1.4k views
   • 
   • jpod
   • September 30, 2009

3. DC plan and QJSA & QOSA

   By Guest Benefitsrock, July 24, 2009
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • September 29, 2009

4. Is this really a participant loan?

   By K2retire, September 22, 2009
   • 5 replies
   • 1.2k views
   • 
   • K2retire
   • September 23, 2009

5. Trying to keep participant from defaulting on loans..

   By Guest Sara H, September 22, 2009
   • 5 replies
   • 1.3k views
   • 
   • Guest
   • September 23, 2009

6. Distribution Fee Paid by Participant?

   By emmetttrudy, September 21, 2009
   • 1 reply
   • 1.8k views
   • 
   • PensionPro
   • September 21, 2009

7. Loan overpaid

   By ombskid, September 18, 2009
   • 4 replies
   • 1.9k views
   • 
   • K2retire
   • September 19, 2009

8. Installments paid over life expectancy

   By BG5150, September 15, 2009
   • 3 replies
   • 1.6k views
   • 
   • Mike Preston
   • September 15, 2009

9. Revolving Line of Loan Cure Periods

   By Guest lwallace, September 11, 2009
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • September 14, 2009

10. defaulted loan upon death

    By Guest lap716, September 10, 2009
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • September 11, 2009

11. Loan Limit

    By jpod, September 3, 2009
    • 12 replies
    • 2.2k views
    • 
    • Guest
    • September 9, 2009

12. Waiver of RMDs - 2009

    By PJ2009, September 8, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 8, 2009

13. DB plan with empoloyee contributions

    By Guest SuzieQNEC, August 21, 2009
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • September 4, 2009

14. Terminated Participant With Outstanding Loan

    By Guest 4:15 Limit, September 1, 2009
    • 3 replies
    • 2k views
    • 
    • R. Butler
    • September 3, 2009

15. Roth 401(k) cash distribution

    By Guest KRS401k, September 2, 2009
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • September 2, 2009

16. RMD for 2009

    By pmacduff, September 1, 2009
    • 2 replies
    • 1.4k views
    • 
    • pmacduff
    • September 1, 2009

17. Terminated Participant Requests Distribution - No Forms

    By KateSmithPA, August 31, 2009
    • 2 replies
    • 1.3k views
    • 
    • K2retire
    • August 31, 2009

18. Non spousal Roth 401K Beneficiary question

    By Guest vinson7, August 31, 2009
    • 2 replies
    • 2.4k views
    • 
    • GMK
    • August 31, 2009

19. 401(a)(9) distributions from rollover in DB Plan

    By JAY21, August 14, 2009
    • 10 replies
    • 2k views
    • 
    • Belgarath
    • August 28, 2009

20. 72(t) distribution help

    By Guest MikeD, August 28, 2009
    • 1 reply
    • 975 views
    • 
    • jevd
    • August 28, 2009

21. Beneficiary Designation Issues

    By Guest AD2, August 27, 2009
    • 5 replies
    • 1.7k views
    • 
    • mbozek
    • August 28, 2009

22. Trailing Distributions

    By Guest Beth Handrick, August 27, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • August 27, 2009

23. Exceptions

    By SMB, August 21, 2009
    • 3 replies
    • 962 views
    • 
    • K2retire
    • August 27, 2009

24. "F&C" Hardship Conditions

    By SMB, July 29, 2009
    • 5 replies
    • 1.7k views
    • 
    • SMB
    • August 27, 2009

25. Valuing pre-retirement lump sum distributions from DB plan

    By Guest Sashimi, August 25, 2009
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • August 26, 2009

26. Revocation of Prior J&S Waiver`

    By PJ2009, August 24, 2009
    • 1 reply
    • 1k views
    • 
    • david rigby
    • August 24, 2009

27. QOSA Rules Applicable to DC Plans?

    By Guest Grumpy456, May 15, 2008
    • 5 replies
    • 1.7k views
    • 
    • PJ2009
    • August 24, 2009

28. Distribution Paid From Corporate Account

    By Dennis Povloski, August 20, 2009
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • August 21, 2009

29. Can a lay off be considered a leave of absence

    By R. Butler, August 21, 2009
    • 0 replies
    • 943 views
    • 
    • R. Butler
    • August 21, 2009

30. Defaulted Loan is a General Plan Asset

    By Guest P Arpey, August 18, 2009
    • 2 replies
    • 1.5k views
    • 
    • rcline46
    • August 19, 2009

31. Taxable Calculation for RMD

    By Guest TAXMANAGER, August 18, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 18, 2009

32. Involuntary Distributions & age 62/NRA

    By Guest SuzieQNEC, August 16, 2009
    • 4 replies
    • 2k views
    • 
    • MWeddell
    • August 17, 2009

33. Accruing RMD payments

    By Guest SuzieQNEC, August 16, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 17, 2009

34. Distribution of Real Estate

    By 415 Limit, August 14, 2009
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • August 17, 2009

35. recordkeeper error allows excess hardship distribution

    By K2retire, August 13, 2009
    • 2 replies
    • 1.2k views
    • 
    • K2retire
    • August 14, 2009

36. Missed RMD

    By Guest AJR, August 11, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 14, 2009

37. Corp pays WD then reimbursed from trust

    By Penman2006, August 11, 2009
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • August 12, 2009

38. Beneficiary refuses to pension benefit

    By Guest Benefitsrock, July 29, 2009
    • 9 replies
    • 5.6k views
    • 
    • mbozek
    • August 7, 2009

39. Can a partial termination be for less than a 20% reduction?

    By Richard Anderson, June 2, 2000
    • 4 replies
    • 3k views
    • 
    • Guest
    • August 4, 2009

40. Plan is saying estate is beneficiary and not spouse

    By Guest AbbyP, July 28, 2009
    • 13 replies
    • 3.2k views
    • 
    • Bird
    • August 4, 2009

41. Can a fiduciary have a deemed distribution on a defaulted loan?

    By M Norton, August 3, 2009
    • 4 replies
    • 1.6k views
    • 
    • rcline46
    • August 4, 2009

42. Participants who work part time

    By Guest SuzieQNEC, July 28, 2009
    • 1 reply
    • 970 views
    • 
    • david rigby
    • July 28, 2009

43. Reporting a Bonus (partly deferred) Given to Retiree

    By J Simmons, July 26, 2009
    • 2 replies
    • 1.5k views
    • 
    • J Simmons
    • July 27, 2009

44. Qualified Plan to Roth IRA

    By Guest mbw, July 23, 2009
    • 1 reply
    • 1.3k views
    • 
    • eeyore
    • July 23, 2009

45. Defined Benefit Plan RMD after death

    By Dougsbpc, July 21, 2009
    • 0 replies
    • 1.5k views
    • 
    • Dougsbpc
    • July 21, 2009

46. 1099-R and 945 not done

    By doombuggy, July 20, 2009
    • 2 replies
    • 1.1k views
    • 
    • Laura Harrington
    • July 20, 2009

47. 1099-R distributuion code dispute

    By doombuggy, July 17, 2009
    • 3 replies
    • 2.2k views
    • 
    • doombuggy
    • July 20, 2009

48. Lost Participants in existing plan

    By BG5150, July 17, 2009
    • 6 replies
    • 1.9k views
    • 
    • mbozek
    • July 17, 2009

49. Loan against death benefit

    By Jim Norman, July 6, 2009
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • July 13, 2009

50. 2009 RMD suspension - what does "most" mean

    By AKconsult, July 10, 2009
    • 2 replies
    • 1.1k views
    • 
    • pmacduff
    • July 10, 2009