Distributions and Loans, Other than QDROs

4,195 topics in this forum

1. Trailing Distributions

   By Guest Beth Handrick, August 27, 2009
   • 1 reply
   • 1.3k views
   • 
   • J Simmons
   • August 27, 2009

2. Exceptions

   By SMB, August 21, 2009
   • 3 replies
   • 1.1k views
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   • K2retire
   • August 27, 2009

3. "F&C" Hardship Conditions

   By SMB, July 29, 2009
   • 5 replies
   • 2k views
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   • SMB
   • August 27, 2009

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

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

5. Revocation of Prior J&S Waiver`

   By PJ2009, August 24, 2009
   • 1 reply
   • 1.2k views
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   • david rigby
   • August 24, 2009

6. QOSA Rules Applicable to DC Plans?

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

7. Distribution Paid From Corporate Account

   By Dennis Povloski, August 20, 2009
   • 3 replies
   • 1.7k views
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   • mbozek
   • August 21, 2009

8. Can a lay off be considered a leave of absence

   By R. Butler, August 21, 2009
   • 0 replies
   • 1.1k views
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   • R. Butler
   • August 21, 2009

9. Defaulted Loan is a General Plan Asset

   By Guest P Arpey, August 18, 2009
   • 2 replies
   • 1.7k views
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   • rcline46
   • August 19, 2009

10. Taxable Calculation for RMD

    By Guest TAXMANAGER, August 18, 2009
    • 0 replies
    • 1.2k views
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    • Guest
    • August 18, 2009

11. Involuntary Distributions & age 62/NRA

    By Guest SuzieQNEC, August 16, 2009
    • 4 replies
    • 2.2k views
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    • MWeddell
    • August 17, 2009

12. Accruing RMD payments

    By Guest SuzieQNEC, August 16, 2009
    • 1 reply
    • 1.5k views
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    • Guest
    • August 17, 2009

13. Distribution of Real Estate

    By 415 Limit, August 14, 2009
    • 5 replies
    • 1.7k views
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    • Guest
    • August 17, 2009

14. recordkeeper error allows excess hardship distribution

    By K2retire, August 13, 2009
    • 2 replies
    • 1.3k views
    • 
    • K2retire
    • August 14, 2009

15. Missed RMD

    By Guest AJR, August 11, 2009
    • 1 reply
    • 1.5k views
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    • Guest
    • August 14, 2009

16. Corp pays WD then reimbursed from trust

    By Penman2006, August 11, 2009
    • 8 replies
    • 1.8k views
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    • Guest
    • August 12, 2009

17. Beneficiary refuses to pension benefit

    By Guest Benefitsrock, July 29, 2009
    • 9 replies
    • 6k views
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    • mbozek
    • August 7, 2009

18. Can a partial termination be for less than a 20% reduction?

    By Richard Anderson, June 2, 2000
    • 4 replies
    • 3.4k views
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    • Guest
    • August 4, 2009

19. Plan is saying estate is beneficiary and not spouse

    By Guest AbbyP, July 28, 2009
    • 13 replies
    • 3.7k views
    • 
    • Bird
    • August 4, 2009

20. Can a fiduciary have a deemed distribution on a defaulted loan?

    By M Norton, August 3, 2009
    • 4 replies
    • 1.7k views
    • 
    • rcline46
    • August 4, 2009

21. Participants who work part time

    By Guest SuzieQNEC, July 28, 2009
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • July 28, 2009

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

    By J Simmons, July 26, 2009
    • 2 replies
    • 1.7k views
    • 
    • J Simmons
    • July 27, 2009

23. Qualified Plan to Roth IRA

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

24. Defined Benefit Plan RMD after death

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

25. 1099-R and 945 not done

    By doombuggy, July 20, 2009
    • 2 replies
    • 1.2k views
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    • Laura Harrington
    • July 20, 2009

26. 1099-R distributuion code dispute

    By doombuggy, July 17, 2009
    • 3 replies
    • 2.4k views
    • 
    • doombuggy
    • July 20, 2009

27. Lost Participants in existing plan

    By BG5150, July 17, 2009
    • 6 replies
    • 2.2k views
    • 
    • mbozek
    • July 17, 2009

28. Loan against death benefit

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

29. 2009 RMD suspension - what does "most" mean

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

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

    By katieinny, April 21, 2009
    • 8 replies
    • 5.5k views
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    • emmetttrudy
    • July 9, 2009

31. Withholding on periodic distribution

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

32. Form 1099-R for 2009 distribution

    By tymesup, July 6, 2009
    • 2 replies
    • 1.5k views
    • 
    • tymesup
    • July 6, 2009

33. Taxing Employee Con from Pension if Rolled Over

    By Guest SuzieQNEC, July 2, 2009
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 2, 2009

34. ADP Corrective Distribution

    By hunter001, June 30, 2009
    • 1 reply
    • 1.4k views
    • 
    • Laura Harrington
    • July 1, 2009

35. Hardship distribution for terminated employee

    By Guest marciab, February 11, 2004
    • 9 replies
    • 12.6k views
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    • K2retire
    • June 25, 2009

36. 30-day waiting period for distributions

    By BG5150, June 25, 2009
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • June 25, 2009

37. Loan Repayments - Sponsor changing payroll frequency

    By WesleyT, June 23, 2009
    • 8 replies
    • 3.7k views
    • 
    • masteff
    • June 24, 2009

38. harship withdrawal

    By jkdoll2, June 10, 2009
    • 1 reply
    • 1.7k views
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    • Lori H
    • June 24, 2009

39. Hardship Withdrawals From Sources Other Than Salary Deferral

    By Guest John Savio, June 22, 2009
    • 2 replies
    • 1.2k views
    • 
    • Below Ground
    • June 22, 2009

40. Distribution of Pre-1987 After-Tax Contribution

    By GMK, June 22, 2009
    • 2 replies
    • 5.7k views
    • 
    • GMK
    • June 22, 2009

41. Deceased Participant - Spouse's Options

    By KateSmithPA, June 16, 2009
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • June 22, 2009

42. Participant Distribution Fees

    By Guest cmp1454, June 19, 2009
    • 6 replies
    • 2.4k views
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    • GMK
    • June 22, 2009

43. ramifications of violating Loan program?

    By Lori H, June 19, 2009
    • 3 replies
    • 1.2k views
    • 
    • Kevin C
    • June 19, 2009

44. Partial Distributions - Protected Benefit?

    By Guest mainer, December 1, 2006
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • June 18, 2009

45. Loan discrimination

    By Guest P Williamson, June 16, 2009
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • June 16, 2009

46. QDRO earnings calculation

    By Guest Achilles, June 5, 2009
    • 3 replies
    • 5.8k views
    • 
    • david rigby
    • June 5, 2009

47. Overestimate of taxes in hardship

    By BG5150, June 4, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • June 4, 2009

48. Hardship Withdrawal plus Withholding Taxes in Cash

    By KateSmithPA, June 4, 2009
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • June 4, 2009

49. Hardship Distributions: reasonable evidence

    By Laura Harrington, June 2, 2009
    • 6 replies
    • 1.8k views
    • 
    • K2retire
    • June 2, 2009

50. Roth deferrals with a loss at distribution

    By K2retire, May 30, 2009
    • 7 replies
    • 2k views
    • 
    • masteff
    • June 1, 2009