Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Now Part Time participant - eligible for distribution?

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

2. 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
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   • J Simmons
   • May 5, 2009

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

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

4. is spousal consent required for in service distribution?

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

5. Unforseeable Emergency (457)

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

6. PERF plan in Indiana

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

7. Excess Contribution - Loss on Roth refund

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

8. 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
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   • emmetttrudy
   • July 9, 2009

9. Repayments beyond 5 years

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

10. Prohibited Distribution of Deferrals

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

11. Stopping RMD

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

12. 401(k) custodian refuses to make RMDs - any ideas?

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

13. 402(f) Rollover Notice

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

14. 2009 MRD suspension

    By Guest Sieve, April 14, 2009
    • 7 replies
    • 1.7k views
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    • jevd
    • April 15, 2009

15. 945 ISSUES

    By Guest North Meets South, April 14, 2009
    • 4 replies
    • 1.3k views
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    • Bird
    • April 15, 2009

16. Hardships for dependents

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

17. Loan Default

    By Guest johnberube, April 9, 2009
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • April 9, 2009

18. Suspension of Benefits

    By Randy Watson, April 8, 2009
    • 1 reply
    • 1.1k views
    • 
    • Everett Moreland
    • April 9, 2009

19. Penalty for Using 8109-B?

    By Guest North Meets South, April 8, 2009
    • 11 replies
    • 1.6k views
    • 
    • K2retire
    • April 14, 2009

20. Second Distribution

    By Guest Twinky, April 7, 2009
    • 7 replies
    • 2.3k views
    • 
    • Below Ground
    • April 8, 2009

21. Can commuted value of annuity be an eligible rollover distribution

    By Guest kprhok, April 3, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 3, 2009

22. Distribution Issues---Illiquid Assets

    By Randy Watson, April 2, 2009
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • April 2, 2009

23. Plan Loans and Merger

    By DP, April 1, 2009
    • 3 replies
    • 1.3k views
    • 
    • JanetM
    • April 2, 2009

24. 72(t) penalty exception

    By Janice F, April 1, 2009
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • April 1, 2009

25. Deceased Participant with Loan Balance

    By Guest Bizitchie, March 31, 2009
    • 1 reply
    • 1.1k views
    • 
    • Medusa
    • March 31, 2009

26. 72(p) Cure Period After Leave of absence

    By Guest dms9999, March 27, 2009
    • 1 reply
    • 1.2k views
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    • J Simmons
    • April 3, 2009

27. How long to wait after asking SSA to send letters?

    By BG5150, March 25, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 28, 2009

28. Rollover Returned to Plan

    By BTG, March 22, 2009
    • 2 replies
    • 1.1k views
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    • david rigby
    • March 23, 2009

29. Age 55 Exception

    By bzorc, March 20, 2009
    • 1 reply
    • 1.1k views
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    • Guest
    • March 20, 2009

30. Failure to Withhold

    By jmrsai, March 20, 2009
    • 5 replies
    • 2.1k views
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    • K2retire
    • March 20, 2009

31. Plan Loan to Former Employee now back in service

    By Guest newtobenefits, March 19, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • March 20, 2009

32. Distribution to Non-Spouse Beneficiary

    By PJ2009, March 17, 2009
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 21, 2009

33. Minimum Required Distributions--No Designated Beneficiary

    By Randy Watson, March 12, 2009
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • March 12, 2009

34. Another Hardship Distribution Question

    By J Simmons, March 11, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 11, 2009

35. Pre-mature distribution penalty

    By SMB, March 10, 2009
    • 3 replies
    • 1.1k views
    • 
    • Appleby
    • March 14, 2009

36. Hardship to pay federal taxes?

    By Lori H, March 6, 2009
    • 10 replies
    • 2k views
    • 
    • J Simmons
    • March 9, 2009

37. Distribution Fees

    By Medusa, March 6, 2009
    • 0 replies
    • 968 views
    • 
    • Medusa
    • March 6, 2009

38. Hardships - Refinancing a Primary Residence

    By PJ2009, March 5, 2009
    • 2 replies
    • 1.3k views
    • 
    • PJ2009
    • March 5, 2009

39. Participant Loan in default

    By Brenda Wren, March 5, 2009
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 6, 2009

40. Outstanding loans and mergers

    By Guest Statler, March 3, 2009
    • 1 reply
    • 879 views
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    • J Simmons
    • March 4, 2009

41. Terminated Plan Participant Payout

    By Guest RichM, February 27, 2009
    • 1 reply
    • 858 views
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    • K2retire
    • February 28, 2009

42. Maximium Loan after prohibited transaction

    By Guest SuzieQNEC, February 27, 2009
    • 1 reply
    • 899 views
    • 
    • Jim Chad
    • February 27, 2009

43. Restrictions on Plan Distributions

    By Guest arasalin, February 26, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • February 28, 2009

44. First time distribution with part of it being ROTH

    By Jim Chad, February 25, 2009
    • 1 reply
    • 965 views
    • 
    • K2retire
    • February 26, 2009

45. Distribution dates

    By Guest dhall, February 24, 2009
    • 9 replies
    • 5.5k views
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    • Below Ground
    • February 26, 2009

46. ADP failure for 2008...

    By jkharvey, February 22, 2009
    • 0 replies
    • 883 views
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    • jkharvey
    • February 22, 2009

47. ethical issues regarding loans

    By K2retire, February 21, 2009
    • 13 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 25, 2009

48. Tax withholding remitted by ER

    By Guest jimmybeau, February 20, 2009
    • 1 reply
    • 949 views
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    • GMK
    • February 20, 2009

49. 1099-R - report when check issued or check received?

    By Guest Champ's Mom, February 19, 2009
    • 6 replies
    • 4.4k views
    • 
    • Guest
    • February 23, 2009

50. Sole Proprietor

    By Randy Watson, February 19, 2009
    • 1 reply
    • 809 views
    • 
    • WDIK
    • February 19, 2009