Distributions and Loans, Other than QDROs

4,180 topics in this forum

1. 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

2. 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

3. Nonspouse Rollover and WRERA

   By RTK, November 6, 2009
   • 0 replies
   • 1.9k views
   • 
   • RTK
   • November 6, 2009

4. RMD - New "Rules"

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

5. 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

6. Hardship after a loan

   By CJS07, January 26, 2009
   • 8 replies
   • 2.9k views
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   • masteff
   • October 27, 2009

7. Plan Loan Default

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

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

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

9. deemed distribution on loan

   By M Norton, October 20, 2009
   • 1 reply
   • 1.4k views
   • 
   • masteff
   • October 20, 2009

10. Death Distribution with Insurance!

    By PJ2009, October 14, 2009
    • 2 replies
    • 1k views
    • 
    • Bird
    • October 15, 2009

11. Employment Status & Hardship

    By Below Ground, October 13, 2009
    • 7 replies
    • 1.5k views
    • 
    • Below Ground
    • October 14, 2009

12. Plan Termination Distribution

    By Guest Kevin1, October 14, 2009
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • October 14, 2009

13. Notice 2009-82

    By LIBERTYKID, September 25, 2009
    • 8 replies
    • 2.1k views
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    • masteff
    • October 14, 2009

14. Definition of Employer in 402(e)(4)

    By Guest newtobenefits, October 8, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 8, 2009

15. PPA Distribution Notices

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

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

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

17. DC plan and QJSA & QOSA

    By Guest Benefitsrock, July 24, 2009
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 29, 2009

18. Is this really a participant loan?

    By K2retire, September 22, 2009
    • 5 replies
    • 1.3k views
    • 
    • K2retire
    • September 23, 2009

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

    By Guest Sara H, September 22, 2009
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 2009

20. Distribution Fee Paid by Participant?

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

21. Loan overpaid

    By ombskid, September 18, 2009
    • 4 replies
    • 2k views
    • 
    • K2retire
    • September 19, 2009

22. Installments paid over life expectancy

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

23. Revolving Line of Loan Cure Periods

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

24. defaulted loan upon death

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

25. Loan Limit

    By jpod, September 3, 2009
    • 12 replies
    • 2.3k views
    • 
    • Guest
    • September 9, 2009

26. Waiver of RMDs - 2009

    By PJ2009, September 8, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 8, 2009

27. DB plan with empoloyee contributions

    By Guest SuzieQNEC, August 21, 2009
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • September 4, 2009

28. Terminated Participant With Outstanding Loan

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

29. Roth 401(k) cash distribution

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

30. RMD for 2009

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

31. Terminated Participant Requests Distribution - No Forms

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

32. Non spousal Roth 401K Beneficiary question

    By Guest vinson7, August 31, 2009
    • 2 replies
    • 2.5k views
    • 
    • GMK
    • August 31, 2009

33. 401(a)(9) distributions from rollover in DB Plan

    By JAY21, August 14, 2009
    • 10 replies
    • 2.1k views
    • 
    • Belgarath
    • August 28, 2009

34. 72(t) distribution help

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

35. Beneficiary Designation Issues

    By Guest AD2, August 27, 2009
    • 5 replies
    • 1.8k views
    • 
    • mbozek
    • August 28, 2009

36. Trailing Distributions

    By Guest Beth Handrick, August 27, 2009
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • August 27, 2009

37. Exceptions

    By SMB, August 21, 2009
    • 3 replies
    • 1k views
    • 
    • K2retire
    • August 27, 2009

38. "F&C" Hardship Conditions

    By SMB, July 29, 2009
    • 5 replies
    • 1.8k views
    • 
    • SMB
    • August 27, 2009

39. 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

40. Revocation of Prior J&S Waiver`

    By PJ2009, August 24, 2009
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • August 24, 2009

41. QOSA Rules Applicable to DC Plans?

    By Guest Grumpy456, May 15, 2008
    • 5 replies
    • 1.8k views
    • 
    • PJ2009
    • August 24, 2009

42. Distribution Paid From Corporate Account

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

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

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

44. Defaulted Loan is a General Plan Asset

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

45. Taxable Calculation for RMD

    By Guest TAXMANAGER, August 18, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 18, 2009

46. Involuntary Distributions & age 62/NRA

    By Guest SuzieQNEC, August 16, 2009
    • 4 replies
    • 2.1k views
    • 
    • MWeddell
    • August 17, 2009

47. Accruing RMD payments

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

48. Distribution of Real Estate

    By 415 Limit, August 14, 2009
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • August 17, 2009

49. recordkeeper error allows excess hardship distribution

    By K2retire, August 13, 2009
    • 2 replies
    • 1.3k views
    • 
    • K2retire
    • August 14, 2009

50. Missed RMD

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