Distributions and Loans, Other than QDROs

4,204 topics in this forum

1. DB plan with empoloyee contributions

   By Guest SuzieQNEC, August 21, 2009
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • September 4, 2009

2. Terminated Participant With Outstanding Loan

   By Guest 4:15 Limit, September 1, 2009
   • 3 replies
   • 2.2k views
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   • R. Butler
   • September 3, 2009

3. Roth 401(k) cash distribution

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

4. RMD for 2009

   By pmacduff, September 1, 2009
   • 2 replies
   • 1.8k views
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   • pmacduff
   • September 1, 2009

5. Terminated Participant Requests Distribution - No Forms

   By KateSmithPA, August 31, 2009
   • 2 replies
   • 1.5k views
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   • K2retire
   • August 31, 2009

6. Non spousal Roth 401K Beneficiary question

   By Guest vinson7, August 31, 2009
   • 2 replies
   • 2.7k views
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   • GMK
   • August 31, 2009

7. 401(a)(9) distributions from rollover in DB Plan

   By JAY21, August 14, 2009
   • 10 replies
   • 2.6k views
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   • Belgarath
   • August 28, 2009

8. 72(t) distribution help

   By Guest MikeD, August 28, 2009
   • 1 reply
   • 1.3k views
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   • jevd
   • August 28, 2009

9. Beneficiary Designation Issues

   By Guest AD2, August 27, 2009
   • 5 replies
   • 2.1k views
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   • mbozek
   • August 28, 2009

10. Trailing Distributions

    By Guest Beth Handrick, August 27, 2009
    • 1 reply
    • 1.4k views
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    • J Simmons
    • August 27, 2009

11. Exceptions

    By SMB, August 21, 2009
    • 3 replies
    • 1.3k views
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    • K2retire
    • August 27, 2009

12. "F&C" Hardship Conditions

    By SMB, July 29, 2009
    • 5 replies
    • 2.1k views
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    • SMB
    • August 27, 2009

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

    By Guest Sashimi, August 25, 2009
    • 3 replies
    • 1.8k views
    • 
    • Mike Preston
    • August 26, 2009

14. Revocation of Prior J&S Waiver`

    By PJ2009, August 24, 2009
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • August 24, 2009

15. QOSA Rules Applicable to DC Plans?

    By Guest Grumpy456, May 15, 2008
    • 5 replies
    • 2k views
    • 
    • PJ2009
    • August 24, 2009

16. Distribution Paid From Corporate Account

    By Dennis Povloski, August 20, 2009
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • August 21, 2009

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

    By R. Butler, August 21, 2009
    • 0 replies
    • 1.2k views
    • 
    • R. Butler
    • August 21, 2009

18. Defaulted Loan is a General Plan Asset

    By Guest P Arpey, August 18, 2009
    • 2 replies
    • 1.9k views
    • 
    • rcline46
    • August 19, 2009

19. Taxable Calculation for RMD

    By Guest TAXMANAGER, August 18, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 18, 2009

20. Involuntary Distributions & age 62/NRA

    By Guest SuzieQNEC, August 16, 2009
    • 4 replies
    • 2.3k views
    • 
    • MWeddell
    • August 17, 2009

21. Accruing RMD payments

    By Guest SuzieQNEC, August 16, 2009
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 17, 2009

22. Distribution of Real Estate

    By 415 Limit, August 14, 2009
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • August 17, 2009

23. recordkeeper error allows excess hardship distribution

    By K2retire, August 13, 2009
    • 2 replies
    • 1.5k views
    • 
    • K2retire
    • August 14, 2009

24. Missed RMD

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

25. Corp pays WD then reimbursed from trust

    By Penman2006, August 11, 2009
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • August 12, 2009

26. Beneficiary refuses to pension benefit

    By Guest Benefitsrock, July 29, 2009
    • 9 replies
    • 6.2k views
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    • mbozek
    • August 7, 2009

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

    By Richard Anderson, June 2, 2000
    • 4 replies
    • 3.7k views
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    • Guest
    • August 4, 2009

28. Plan is saying estate is beneficiary and not spouse

    By Guest AbbyP, July 28, 2009
    • 13 replies
    • 3.9k views
    • 
    • Bird
    • August 4, 2009

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

    By M Norton, August 3, 2009
    • 4 replies
    • 1.9k views
    • 
    • rcline46
    • August 4, 2009

30. Participants who work part time

    By Guest SuzieQNEC, July 28, 2009
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • July 28, 2009

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

    By J Simmons, July 26, 2009
    • 2 replies
    • 1.8k views
    • 
    • J Simmons
    • July 27, 2009

32. Qualified Plan to Roth IRA

    By Guest mbw, July 23, 2009
    • 1 reply
    • 1.4k views
    • 
    • eeyore
    • July 23, 2009

33. Defined Benefit Plan RMD after death

    By Dougsbpc, July 21, 2009
    • 0 replies
    • 1.7k views
    • 
    • Dougsbpc
    • July 21, 2009

34. 1099-R and 945 not done

    By doombuggy, July 20, 2009
    • 2 replies
    • 1.3k views
    • 
    • Laura Harrington
    • July 20, 2009

35. 1099-R distributuion code dispute

    By doombuggy, July 17, 2009
    • 3 replies
    • 2.7k views
    • 
    • doombuggy
    • July 20, 2009

36. Lost Participants in existing plan

    By BG5150, July 17, 2009
    • 6 replies
    • 2.4k views
    • 
    • mbozek
    • July 17, 2009

37. Loan against death benefit

    By Jim Norman, July 6, 2009
    • 1 reply
    • 1.9k views
    • 
    • Bird
    • July 13, 2009

38. 2009 RMD suspension - what does "most" mean

    By AKconsult, July 10, 2009
    • 2 replies
    • 1.4k views
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    • pmacduff
    • July 10, 2009

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

    By katieinny, April 21, 2009
    • 8 replies
    • 5.7k views
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    • emmetttrudy
    • July 9, 2009

40. Withholding on periodic distribution

    By bdeancpa, July 6, 2009
    • 2 replies
    • 1.9k views
    • 
    • Laura Harrington
    • July 6, 2009

41. Form 1099-R for 2009 distribution

    By tymesup, July 6, 2009
    • 2 replies
    • 1.6k views
    • 
    • tymesup
    • July 6, 2009

42. Taxing Employee Con from Pension if Rolled Over

    By Guest SuzieQNEC, July 2, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 2, 2009

43. ADP Corrective Distribution

    By hunter001, June 30, 2009
    • 1 reply
    • 1.5k views
    • 
    • Laura Harrington
    • July 1, 2009

44. Hardship distribution for terminated employee

    By Guest marciab, February 11, 2004
    • 9 replies
    • 12.9k views
    • 
    • K2retire
    • June 25, 2009

45. 30-day waiting period for distributions

    By BG5150, June 25, 2009
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • June 25, 2009

46. Loan Repayments - Sponsor changing payroll frequency

    By WesleyT, June 23, 2009
    • 8 replies
    • 4k views
    • 
    • masteff
    • June 24, 2009

47. harship withdrawal

    By jkdoll2, June 10, 2009
    • 1 reply
    • 1.9k views
    • 
    • Lori H
    • June 24, 2009

48. Hardship Withdrawals From Sources Other Than Salary Deferral

    By Guest John Savio, June 22, 2009
    • 2 replies
    • 1.3k views
    • 
    • Below Ground
    • June 22, 2009

49. Distribution of Pre-1987 After-Tax Contribution

    By GMK, June 22, 2009
    • 2 replies
    • 5.9k views
    • 
    • GMK
    • June 22, 2009

50. Deceased Participant - Spouse's Options

    By KateSmithPA, June 16, 2009
    • 1 reply
    • 1.5k views
    • 
    • masteff
    • June 22, 2009