Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. 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

2. Withholding on periodic distribution

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

3. Form 1099-R for 2009 distribution

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

4. Taxing Employee Con from Pension if Rolled Over

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

5. ADP Corrective Distribution

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

6. Hardship distribution for terminated employee

   By Guest marciab, February 11, 2004
   • 9 replies
   • 11.7k views
   • 
   • K2retire
   • June 25, 2009

7. 30-day waiting period for distributions

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

8. Loan Repayments - Sponsor changing payroll frequency

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

9. harship withdrawal

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

10. 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

11. Distribution of Pre-1987 After-Tax Contribution

    By GMK, June 22, 2009
    • 2 replies
    • 5.5k views
    • 
    • GMK
    • June 22, 2009

12. Deceased Participant - Spouse's Options

    By KateSmithPA, June 16, 2009
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • June 22, 2009

13. Participant Distribution Fees

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

14. ramifications of violating Loan program?

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

15. Partial Distributions - Protected Benefit?

    By Guest mainer, December 1, 2006
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • June 18, 2009

16. Loan discrimination

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

17. QDRO earnings calculation

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

18. Overestimate of taxes in hardship

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

19. Hardship Withdrawal plus Withholding Taxes in Cash

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

20. Hardship Distributions: reasonable evidence

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

21. Roth deferrals with a loss at distribution

    By K2retire, May 30, 2009
    • 7 replies
    • 1.7k views
    • 
    • masteff
    • June 1, 2009

22. Non-Spousal Rollovers

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

23. Lump Sum versus Installments

    By pixmax, May 28, 2009
    • 4 replies
    • 1.5k views
    • 
    • pixmax
    • May 29, 2009

24. rollover of loan

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

25. Hardship Withdrawals Directly to Bank?

    By Guest jig_1975, May 22, 2009
    • 7 replies
    • 1.7k views
    • 
    • jpod
    • May 27, 2009

26. Hardships for dependents

    By Laura Harrington, April 13, 2009
    • 13 replies
    • 2.7k views
    • 
    • Peter Gulia
    • May 27, 2009

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

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

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

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

29. Operational Error Correction on Loan

    By Guest Margaret25, May 20, 2009
    • 1 reply
    • 1.4k views
    • 
    • jpod
    • May 20, 2009

30. NY State Mandatory Withholding?

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

31. Distributions of $200 or less

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

32. available hardship amount

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

33. Rehire and distribution questions

    By britoski, May 6, 2009
    • 3 replies
    • 1.9k views
    • 
    • britoski
    • May 15, 2009

34. Loans

    By Guest SEV, May 8, 2009
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • May 8, 2009

35. Difficult Beneficiary Scenerio

    By Below Ground, May 7, 2009
    • 18 replies
    • 2.8k views
    • 
    • masteff
    • May 8, 2009

36. rmd for ira,roth & annuity

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

37. Can In-Service Distribution provision be Removed?

    By Guest lenhart, May 6, 2009
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • May 6, 2009

38. RMD and owner

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

39. Now Part Time participant - eligible for distribution?

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

40. Loan Interest Rate - can it be too high?

    By Guest ebailey, April 30, 2009
    • 6 replies
    • 2.2k views
    • 
    • BG5150
    • May 5, 2009

41. Can death beneficiary's IRA hold deceased EE's participant loan as an asset?

    By J Simmons, May 4, 2009
    • 14 replies
    • 2.8k views
    • 
    • J Simmons
    • May 5, 2009

42. is spousal consent required for in service distribution?

    By mariemonroe, April 29, 2009
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • April 30, 2009

43. Unforseeable Emergency (457)

    By Felicia, April 29, 2009
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • April 30, 2009

44. PERF plan in Indiana

    By Guest nynaeve, April 27, 2009
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 27, 2009

45. Excess Contribution - Loss on Roth refund

    By Lou S., April 23, 2009
    • 0 replies
    • 1.5k views
    • 
    • Lou S.
    • April 23, 2009

46. Prohibited Distribution of Deferrals

    By Below Ground, April 20, 2009
    • 10 replies
    • 1.5k views
    • 
    • Below Ground
    • April 22, 2009

47. Repayments beyond 5 years

    By Guest Jennyb473, April 21, 2009
    • 2 replies
    • 1k views
    • 
    • Bird
    • April 21, 2009

48. 401(k) custodian refuses to make RMDs - any ideas?

    By Guest anygig, April 16, 2009
    • 14 replies
    • 2.7k views
    • 
    • masteff
    • April 20, 2009

49. Stopping RMD

    By Rob P, April 17, 2009
    • 0 replies
    • 1.1k views
    • 
    • Rob P
    • April 17, 2009

50. 402(f) Rollover Notice

    By Guest bobolink, April 15, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 15, 2009