Distributions and Loans, Other than QDROs

4,205 topics in this forum

1. Hardship withdrawal signatures

   By Guest cdana, December 17, 2009
   • 1 reply
   • 1.1k views
   • 
   • BG5150
   • December 17, 2009

2. Reverse a hardship

   By Bird, December 16, 2009
   • 2 replies
   • 1.8k views
   • 
   • Bird
   • December 16, 2009

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

   By KJohnson, December 10, 2009
   • 0 replies
   • 1.4k views
   • 
   • KJohnson
   • December 10, 2009

4. Withholding on distributions rolled into a Roth IRA

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

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

   By Everett Moreland, December 8, 2009
   • 3 replies
   • 2.9k views
   • 
   • GMK
   • December 8, 2009

6. Hardship for Acquiring Primary Residence

   By J Simmons, December 7, 2009
   • 2 replies
   • 1.7k views
   • 
   • BG5150
   • December 8, 2009

7. Direct Rollover Option

   By joel, December 5, 2009
   • 1 reply
   • 1.2k views
   • 
   • Belgarath
   • December 7, 2009

8. allocation of basis on inservice distribution

   By M Norton, December 4, 2009
   • 0 replies
   • 1.1k views
   • 
   • M Norton
   • December 4, 2009

9. Distributions processed - didn't follow plan document

   By TPAnnie, December 2, 2009
   • 2 replies
   • 1.5k views
   • 
   • mming
   • December 3, 2009

10. Distribution code between 55 & 59 1/2

    By doombuggy, December 2, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 2, 2009

11. Loan fee change?

    By Guest PensionPrincess, November 30, 2009
    • 5 replies
    • 1.5k views
    • 
    • K2retire
    • December 2, 2009

12. Distributions to terminated participants

    By Lori H, September 2, 2009
    • 11 replies
    • 3.1k views
    • 
    • TPAnnie
    • December 1, 2009

13. Reporting Life Insurance Death Benefit on 1099-R

    By AndrewZ, November 25, 2009
    • 1 reply
    • 4k views
    • 
    • Bird
    • November 28, 2009

14. 2009 RMD Notice 2009-82

    By Guest Peggy806, November 23, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 23, 2009

15. 1099-R excess contribution

    By pmacduff, November 19, 2009
    • 0 replies
    • 1.4k views
    • 
    • pmacduff
    • November 19, 2009

16. 2009 RMD Rollover

    By SMB, November 4, 2009
    • 3 replies
    • 1.7k views
    • 
    • masteff
    • November 17, 2009

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

    By waid10, November 17, 2009
    • 1 reply
    • 1.3k views
    • 
    • Kevin C
    • November 17, 2009

18. Non-spousal direct payment tax withholding?

    By pmacduff, July 29, 2008
    • 20 replies
    • 7.5k views
    • 
    • msimpson
    • November 17, 2009

19. Spousal Consent

    By Guest trainw, November 15, 2009
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • November 15, 2009

20. Hardships

    By Felicia, November 11, 2009
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • November 13, 2009

21. Participant Loan- 15 year term

    By Randy Watson, September 24, 2009
    • 8 replies
    • 2.5k views
    • 
    • K2retire
    • November 13, 2009

22. Secondary Beneficiary

    By Guest beppie_stark, November 10, 2009
    • 6 replies
    • 2.6k views
    • 
    • jpod
    • November 11, 2009

23. 1099-R Processing Tips

    By Guest R Plank, November 10, 2009
    • 4 replies
    • 1.5k views
    • 
    • BG5150
    • November 10, 2009

24. Protected Benefits

    By Guest SSL, September 30, 2009
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • November 6, 2009

25. Spousal Consent

    By Guest durktracy, November 6, 2009
    • 1 reply
    • 1.5k views
    • 
    • masteff
    • November 6, 2009

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

    By Guest 4:15 Limit, November 5, 2009
    • 2 replies
    • 2.8k views
    • 
    • Bird
    • November 6, 2009

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

    By Guest Rissa, November 5, 2009
    • 5 replies
    • 2k views
    • 
    • RTK
    • November 6, 2009

28. Nonspouse Rollover and WRERA

    By RTK, November 6, 2009
    • 0 replies
    • 2.3k views
    • 
    • RTK
    • November 6, 2009

29. RMD - New "Rules"

    By CJS07, November 4, 2009
    • 0 replies
    • 1.3k views
    • 
    • CJS07
    • November 4, 2009

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

    By katieinny, November 3, 2009
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • November 3, 2009

31. Hardship after a loan

    By CJS07, January 26, 2009
    • 8 replies
    • 3.3k views
    • 
    • masteff
    • October 27, 2009

32. Plan Loan Default

    By waid10, October 20, 2009
    • 0 replies
    • 1.5k views
    • 
    • waid10
    • October 20, 2009

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

    By Guest Peggy806, October 20, 2009
    • 1 reply
    • 2.5k views
    • 
    • masteff
    • October 20, 2009

34. deemed distribution on loan

    By M Norton, October 20, 2009
    • 1 reply
    • 1.6k views
    • 
    • masteff
    • October 20, 2009

35. Death Distribution with Insurance!

    By PJ2009, October 14, 2009
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • October 15, 2009

36. Employment Status & Hardship

    By Below Ground, October 13, 2009
    • 7 replies
    • 2k views
    • 
    • Below Ground
    • October 14, 2009

37. Plan Termination Distribution

    By Guest Kevin1, October 14, 2009
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • October 14, 2009

38. Notice 2009-82

    By LIBERTYKID, September 25, 2009
    • 8 replies
    • 2.5k views
    • 
    • masteff
    • October 14, 2009

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

    By Guest newtobenefits, October 8, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 8, 2009

40. PPA Distribution Notices

    By Guest willz09, October 5, 2009
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • October 5, 2009

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

    By rocknrolls2, September 30, 2009
    • 1 reply
    • 1.7k views
    • 
    • jpod
    • September 30, 2009

42. DC plan and QJSA & QOSA

    By Guest Benefitsrock, July 24, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 29, 2009

43. Is this really a participant loan?

    By K2retire, September 22, 2009
    • 5 replies
    • 1.7k views
    • 
    • K2retire
    • September 23, 2009

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

    By Guest Sara H, September 22, 2009
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • September 23, 2009

45. Distribution Fee Paid by Participant?

    By emmetttrudy, September 21, 2009
    • 1 reply
    • 2.1k views
    • 
    • PensionPro
    • September 21, 2009

46. Loan overpaid

    By ombskid, September 18, 2009
    • 4 replies
    • 2.3k views
    • 
    • K2retire
    • September 19, 2009

47. Installments paid over life expectancy

    By BG5150, September 15, 2009
    • 3 replies
    • 2.1k views
    • 
    • Mike Preston
    • September 15, 2009

48. Revolving Line of Loan Cure Periods

    By Guest lwallace, September 11, 2009
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • September 14, 2009

49. defaulted loan upon death

    By Guest lap716, September 10, 2009
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • September 11, 2009

50. Loan Limit

    By jpod, September 3, 2009
    • 12 replies
    • 2.7k views
    • 
    • Guest
    • September 9, 2009