Distributions and Loans, Other than QDROs

4,188 topics in this forum

1. Non-spousal direct payment tax withholding?

   By pmacduff, July 29, 2008
   • 20 replies
   • 6.4k views
   • 
   • msimpson
   • November 17, 2009

2. Spousal Consent

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

3. Hardships

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

4. Participant Loan- 15 year term

   By Randy Watson, September 24, 2009
   • 8 replies
   • 2.1k views
   • 
   • K2retire
   • November 13, 2009

5. Secondary Beneficiary

   By Guest beppie_stark, November 10, 2009
   • 6 replies
   • 2.3k views
   • 
   • jpod
   • November 11, 2009

6. 1099-R Processing Tips

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

7. Protected Benefits

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

8. Spousal Consent

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

9. 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

10. 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

11. Nonspouse Rollover and WRERA

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

12. RMD - New "Rules"

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

13. 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

14. Hardship after a loan

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

15. Plan Loan Default

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

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

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

17. deemed distribution on loan

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

18. Death Distribution with Insurance!

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

19. Employment Status & Hardship

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

20. Plan Termination Distribution

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

21. Notice 2009-82

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

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

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

23. PPA Distribution Notices

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

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

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

25. DC plan and QJSA & QOSA

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

26. Is this really a participant loan?

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

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

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

28. Distribution Fee Paid by Participant?

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

29. Loan overpaid

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

30. Installments paid over life expectancy

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

31. Revolving Line of Loan Cure Periods

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

32. defaulted loan upon death

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

33. Loan Limit

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

34. Waiver of RMDs - 2009

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

35. DB plan with empoloyee contributions

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

36. Terminated Participant With Outstanding Loan

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

37. Roth 401(k) cash distribution

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

38. RMD for 2009

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

39. Terminated Participant Requests Distribution - No Forms

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

40. Non spousal Roth 401K Beneficiary question

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

41. 401(a)(9) distributions from rollover in DB Plan

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

42. 72(t) distribution help

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

43. Beneficiary Designation Issues

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

44. Trailing Distributions

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

45. Exceptions

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

46. "F&C" Hardship Conditions

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

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

    By Guest Sashimi, August 25, 2009
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • August 26, 2009

48. Revocation of Prior J&S Waiver`

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

49. QOSA Rules Applicable to DC Plans?

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

50. Distribution Paid From Corporate Account

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