Distributions and Loans, Other than QDROs

4,177 topics in this forum

1. Plan is saying estate is beneficiary and not spouse

   By Guest AbbyP, July 28, 2009
   • 13 replies
   • 3.4k views
   • 
   • Bird
   • August 4, 2009

2. 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

3. Participants who work part time

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

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

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

5. Qualified Plan to Roth IRA

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

6. Defined Benefit Plan RMD after death

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

7. 1099-R and 945 not done

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

8. 1099-R distributuion code dispute

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

9. Lost Participants in existing plan

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

10. Loan against death benefit

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

11. 2009 RMD suspension - what does "most" mean

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

12. In-service distributions from money purchase plan assets that were merged into a PS/401(k) plan

    By katieinny, April 21, 2009
    • 8 replies
    • 5.3k views
    • 
    • emmetttrudy
    • July 9, 2009

13. Withholding on periodic distribution

    By bdeancpa, July 6, 2009
    • 2 replies
    • 1.7k views
    • 
    • Laura Harrington
    • July 6, 2009

14. Form 1099-R for 2009 distribution

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

15. Taxing Employee Con from Pension if Rolled Over

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

16. ADP Corrective Distribution

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

17. Hardship distribution for terminated employee

    By Guest marciab, February 11, 2004
    • 9 replies
    • 12.1k views
    • 
    • K2retire
    • June 25, 2009

18. 30-day waiting period for distributions

    By BG5150, June 25, 2009
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • June 25, 2009

19. Loan Repayments - Sponsor changing payroll frequency

    By WesleyT, June 23, 2009
    • 8 replies
    • 3.4k views
    • 
    • masteff
    • June 24, 2009

20. harship withdrawal

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

21. 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

22. Distribution of Pre-1987 After-Tax Contribution

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

23. Deceased Participant - Spouse's Options

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

24. Participant Distribution Fees

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

25. ramifications of violating Loan program?

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

26. Partial Distributions - Protected Benefit?

    By Guest mainer, December 1, 2006
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • June 18, 2009

27. Loan discrimination

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

28. QDRO earnings calculation

    By Guest Achilles, June 5, 2009
    • 3 replies
    • 5.6k views
    • 
    • david rigby
    • June 5, 2009

29. Overestimate of taxes in hardship

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

30. Hardship Withdrawal plus Withholding Taxes in Cash

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

31. Hardship Distributions: reasonable evidence

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

32. Roth deferrals with a loss at distribution

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

33. Non-Spousal Rollovers

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

34. Lump Sum versus Installments

    By pixmax, May 28, 2009
    • 4 replies
    • 1.7k views
    • 
    • pixmax
    • May 29, 2009

35. rollover of loan

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

36. Hardship Withdrawals Directly to Bank?

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

37. Hardships for dependents

    By Laura Harrington, April 13, 2009
    • 13 replies
    • 2.9k views
    • 
    • Peter Gulia
    • May 27, 2009

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

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

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

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

40. Operational Error Correction on Loan

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

41. NY State Mandatory Withholding?

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

42. Distributions of $200 or less

    By Guest jat32z, May 19, 2009
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • May 19, 2009

43. available hardship amount

    By K2retire, May 18, 2009
    • 6 replies
    • 2.2k views
    • 
    • K2retire
    • May 19, 2009

44. Rehire and distribution questions

    By britoski, May 6, 2009
    • 3 replies
    • 2k views
    • 
    • britoski
    • May 15, 2009

45. Loans

    By Guest SEV, May 8, 2009
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • May 8, 2009

46. Difficult Beneficiary Scenerio

    By Below Ground, May 7, 2009
    • 18 replies
    • 2.9k views
    • 
    • masteff
    • May 8, 2009

47. rmd for ira,roth & annuity

    By Guest mandal, May 6, 2009
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • May 7, 2009

48. Can In-Service Distribution provision be Removed?

    By Guest lenhart, May 6, 2009
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • May 6, 2009

49. RMD and owner

    By Guest dhall, May 6, 2009
    • 2 replies
    • 881 views
    • 
    • WDIK
    • May 6, 2009

50. Now Part Time participant - eligible for distribution?

    By Guest SuzieQNEC, May 5, 2009
    • 4 replies
    • 1k views
    • 
    • david rigby
    • May 5, 2009