Distributions and Loans, Other than QDROs

4,199 topics in this forum

1. Direct Rollover Option

   By joel, December 5, 2009
   • 1 reply
   • 1.1k views
   • 
   • Belgarath
   • December 7, 2009

2. allocation of basis on inservice distribution

   By M Norton, December 4, 2009
   • 0 replies
   • 1k views
   • 
   • M Norton
   • December 4, 2009

3. Distributions processed - didn't follow plan document

   By TPAnnie, December 2, 2009
   • 2 replies
   • 1.3k views
   • 
   • mming
   • December 3, 2009

4. Distribution code between 55 & 59 1/2

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

5. Loan fee change?

   By Guest PensionPrincess, November 30, 2009
   • 5 replies
   • 1.4k views
   • 
   • K2retire
   • December 2, 2009

6. Distributions to terminated participants

   By Lori H, September 2, 2009
   • 11 replies
   • 2.9k views
   • 
   • TPAnnie
   • December 1, 2009

7. Reporting Life Insurance Death Benefit on 1099-R

   By AndrewZ, November 25, 2009
   • 1 reply
   • 3.9k views
   • 
   • Bird
   • November 28, 2009

8. 2009 RMD Notice 2009-82

   By Guest Peggy806, November 23, 2009
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • November 23, 2009

9. 1099-R excess contribution

   By pmacduff, November 19, 2009
   • 0 replies
   • 1.3k views
   • 
   • pmacduff
   • November 19, 2009

10. 2009 RMD Rollover

    By SMB, November 4, 2009
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • November 17, 2009

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

    By waid10, November 17, 2009
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • November 17, 2009

12. Non-spousal direct payment tax withholding?

    By pmacduff, July 29, 2008
    • 20 replies
    • 7.1k views
    • 
    • msimpson
    • November 17, 2009

13. Spousal Consent

    By Guest trainw, November 15, 2009
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • November 15, 2009

14. Hardships

    By Felicia, November 11, 2009
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • November 13, 2009

15. Participant Loan- 15 year term

    By Randy Watson, September 24, 2009
    • 8 replies
    • 2.3k views
    • 
    • K2retire
    • November 13, 2009

16. Secondary Beneficiary

    By Guest beppie_stark, November 10, 2009
    • 6 replies
    • 2.5k views
    • 
    • jpod
    • November 11, 2009

17. 1099-R Processing Tips

    By Guest R Plank, November 10, 2009
    • 4 replies
    • 1.4k views
    • 
    • BG5150
    • November 10, 2009

18. Protected Benefits

    By Guest SSL, September 30, 2009
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • November 6, 2009

19. Spousal Consent

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

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

    By Guest 4:15 Limit, November 5, 2009
    • 2 replies
    • 2.7k views
    • 
    • Bird
    • November 6, 2009

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

    By Guest Rissa, November 5, 2009
    • 5 replies
    • 1.9k views
    • 
    • RTK
    • November 6, 2009

22. Nonspouse Rollover and WRERA

    By RTK, November 6, 2009
    • 0 replies
    • 2.2k views
    • 
    • RTK
    • November 6, 2009

23. RMD - New "Rules"

    By CJS07, November 4, 2009
    • 0 replies
    • 1.2k views
    • 
    • CJS07
    • November 4, 2009

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

    By katieinny, November 3, 2009
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • November 3, 2009

25. Hardship after a loan

    By CJS07, January 26, 2009
    • 8 replies
    • 3.1k views
    • 
    • masteff
    • October 27, 2009

26. Plan Loan Default

    By waid10, October 20, 2009
    • 0 replies
    • 1.4k views
    • 
    • waid10
    • October 20, 2009

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

    By Guest Peggy806, October 20, 2009
    • 1 reply
    • 2.4k views
    • 
    • masteff
    • October 20, 2009

28. deemed distribution on loan

    By M Norton, October 20, 2009
    • 1 reply
    • 1.5k views
    • 
    • masteff
    • October 20, 2009

29. Death Distribution with Insurance!

    By PJ2009, October 14, 2009
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • October 15, 2009

30. Employment Status & Hardship

    By Below Ground, October 13, 2009
    • 7 replies
    • 1.7k views
    • 
    • Below Ground
    • October 14, 2009

31. Plan Termination Distribution

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

32. Notice 2009-82

    By LIBERTYKID, September 25, 2009
    • 8 replies
    • 2.3k views
    • 
    • masteff
    • October 14, 2009

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

    By Guest newtobenefits, October 8, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 8, 2009

34. PPA Distribution Notices

    By Guest willz09, October 5, 2009
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • October 5, 2009

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

    By rocknrolls2, September 30, 2009
    • 1 reply
    • 1.5k views
    • 
    • jpod
    • September 30, 2009

36. DC plan and QJSA & QOSA

    By Guest Benefitsrock, July 24, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 29, 2009

37. Is this really a participant loan?

    By K2retire, September 22, 2009
    • 5 replies
    • 1.5k views
    • 
    • K2retire
    • September 23, 2009

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

    By Guest Sara H, September 22, 2009
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • September 23, 2009

39. Distribution Fee Paid by Participant?

    By emmetttrudy, September 21, 2009
    • 1 reply
    • 2k views
    • 
    • PensionPro
    • September 21, 2009

40. Loan overpaid

    By ombskid, September 18, 2009
    • 4 replies
    • 2.1k views
    • 
    • K2retire
    • September 19, 2009

41. Installments paid over life expectancy

    By BG5150, September 15, 2009
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • September 15, 2009

42. Revolving Line of Loan Cure Periods

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

43. defaulted loan upon death

    By Guest lap716, September 10, 2009
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • September 11, 2009

44. Loan Limit

    By jpod, September 3, 2009
    • 12 replies
    • 2.5k views
    • 
    • Guest
    • September 9, 2009

45. Waiver of RMDs - 2009

    By PJ2009, September 8, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 8, 2009

46. DB plan with empoloyee contributions

    By Guest SuzieQNEC, August 21, 2009
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • September 4, 2009

47. Terminated Participant With Outstanding Loan

    By Guest 4:15 Limit, September 1, 2009
    • 3 replies
    • 2.1k views
    • 
    • R. Butler
    • September 3, 2009

48. Roth 401(k) cash distribution

    By Guest KRS401k, September 2, 2009
    • 1 reply
    • 1.6k views
    • 
    • masteff
    • September 2, 2009

49. RMD for 2009

    By pmacduff, September 1, 2009
    • 2 replies
    • 1.7k views
    • 
    • pmacduff
    • September 1, 2009

50. Terminated Participant Requests Distribution - No Forms

    By KateSmithPA, August 31, 2009
    • 2 replies
    • 1.4k views
    • 
    • K2retire
    • August 31, 2009