Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Distribution of Real Estate

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

2. recordkeeper error allows excess hardship distribution

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

3. Missed RMD

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

4. Corp pays WD then reimbursed from trust

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

5. 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

6. Beneficiary refuses to pension benefit

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

7. "F&C" Hardship Conditions

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

8. Plan is saying estate is beneficiary and not spouse

   By Guest AbbyP, July 28, 2009
   • 13 replies
   • 3.3k views
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   • Bird
   • August 4, 2009

9. Participants who work part time

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

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

    By J Simmons, July 26, 2009
    • 2 replies
    • 1.6k views
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    • J Simmons
    • July 27, 2009

11. DC plan and QJSA & QOSA

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

12. Qualified Plan to Roth IRA

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

13. Defined Benefit Plan RMD after death

    By Dougsbpc, July 21, 2009
    • 0 replies
    • 1.6k views
    • 
    • Dougsbpc
    • July 21, 2009

14. 1099-R and 945 not done

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

15. Lost Participants in existing plan

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

16. 1099-R distributuion code dispute

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

17. 2009 RMD suspension - what does "most" mean

    By AKconsult, July 10, 2009
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • July 10, 2009

18. Loan against death benefit

    By Jim Norman, July 6, 2009
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • July 13, 2009

19. Withholding on periodic distribution

    By bdeancpa, July 6, 2009
    • 2 replies
    • 1.6k views
    • 
    • Laura Harrington
    • July 6, 2009

20. Form 1099-R for 2009 distribution

    By tymesup, July 6, 2009
    • 2 replies
    • 1.4k views
    • 
    • tymesup
    • July 6, 2009

21. Taxing Employee Con from Pension if Rolled Over

    By Guest SuzieQNEC, July 2, 2009
    • 0 replies
    • 967 views
    • 
    • Guest
    • July 2, 2009

22. ADP Corrective Distribution

    By hunter001, June 30, 2009
    • 1 reply
    • 1.3k views
    • 
    • Laura Harrington
    • July 1, 2009

23. 30-day waiting period for distributions

    By BG5150, June 25, 2009
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • June 25, 2009

24. Loan Repayments - Sponsor changing payroll frequency

    By WesleyT, June 23, 2009
    • 8 replies
    • 3.3k views
    • 
    • masteff
    • June 24, 2009

25. Distribution of Pre-1987 After-Tax Contribution

    By GMK, June 22, 2009
    • 2 replies
    • 5.6k views
    • 
    • GMK
    • June 22, 2009

26. Hardship Withdrawals From Sources Other Than Salary Deferral

    By Guest John Savio, June 22, 2009
    • 2 replies
    • 1.1k views
    • 
    • Below Ground
    • June 22, 2009

27. Participant Distribution Fees

    By Guest cmp1454, June 19, 2009
    • 6 replies
    • 2.2k views
    • 
    • GMK
    • June 22, 2009

28. ramifications of violating Loan program?

    By Lori H, June 19, 2009
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • June 19, 2009

29. Deceased Participant - Spouse's Options

    By KateSmithPA, June 16, 2009
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • June 22, 2009

30. Loan discrimination

    By Guest P Williamson, June 16, 2009
    • 1 reply
    • 966 views
    • 
    • WDIK
    • June 16, 2009

31. Late Loan Default

    By Guest KMP, June 12, 2009
    • 2 replies
    • 2.1k views
    • 
    • Tom Poje
    • January 28, 2010

32. harship withdrawal

    By jkdoll2, June 10, 2009
    • 1 reply
    • 1.5k views
    • 
    • Lori H
    • June 24, 2009

33. QDRO earnings calculation

    By Guest Achilles, June 5, 2009
    • 3 replies
    • 5.5k views
    • 
    • david rigby
    • June 5, 2009

34. Overestimate of taxes in hardship

    By BG5150, June 4, 2009
    • 2 replies
    • 1k views
    • 
    • Guest
    • June 4, 2009

35. Hardship Withdrawal plus Withholding Taxes in Cash

    By KateSmithPA, June 4, 2009
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • June 4, 2009

36. Hardship Distributions: reasonable evidence

    By Laura Harrington, June 2, 2009
    • 6 replies
    • 1.7k views
    • 
    • K2retire
    • June 2, 2009

37. Roth deferrals with a loss at distribution

    By K2retire, May 30, 2009
    • 7 replies
    • 1.8k views
    • 
    • masteff
    • June 1, 2009

38. Non-Spousal Rollovers

    By PJ2009, May 29, 2009
    • 1 reply
    • 951 views
    • 
    • PensionPro
    • May 30, 2009

39. Lump Sum versus Installments

    By pixmax, May 28, 2009
    • 4 replies
    • 1.6k views
    • 
    • pixmax
    • May 29, 2009

40. Distribution Election Forms

    By Guest Jennyb473, May 28, 2009
    • 8 replies
    • 7.6k views
    • 
    • Guest
    • May 13, 2013

41. rollover of loan

    By k man, May 27, 2009
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • May 27, 2009

42. Hardship Withdrawals Directly to Bank?

    By Guest jig_1975, May 22, 2009
    • 7 replies
    • 1.8k views
    • 
    • jpod
    • May 27, 2009

43. In Svc Distributions for a 4k Safe Harbor Plan

    By Guest DNH, May 22, 2009
    • 1 reply
    • 959 views
    • 
    • PensionPro
    • May 23, 2009

44. RO From DB To IRA - Is RMD Needed?

    By mming, May 21, 2009
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • May 21, 2009

45. Operational Error Correction on Loan

    By Guest Margaret25, May 20, 2009
    • 1 reply
    • 1.5k views
    • 
    • jpod
    • May 20, 2009

46. NY State Mandatory Withholding?

    By Penman2006, May 19, 2009
    • 4 replies
    • 1.5k views
    • 
    • Penman2006
    • May 20, 2009

47. annuity payment from DC plan with money purchase

    By AKconsult, May 19, 2009
    • 3 replies
    • 1.7k views
    • 
    • Bird
    • June 20, 2010

48. Distributions of $200 or less

    By Guest jat32z, May 19, 2009
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • May 19, 2009

49. available hardship amount

    By K2retire, May 18, 2009
    • 6 replies
    • 2.1k views
    • 
    • K2retire
    • May 19, 2009

50. HIPPA & Hardship Withdrawals

    By Guest CSTS, May 14, 2009
    • 5 replies
    • 5.3k views
    • 
    • card
    • January 29, 2018