Distributions and Loans, Other than QDROs

4,171 topics in this forum

1. Difficult Beneficiary Scenerio

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

2. rmd for ira,roth & annuity

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

3. Rehire and distribution questions

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

4. Can In-Service Distribution provision be Removed?

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

5. RMD and owner

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

6. Now Part Time participant - eligible for distribution?

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

7. 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

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

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

9. 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

10. Unforseeable Emergency (457)

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

11. PERF plan in Indiana

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

12. Excess Contribution - Loss on Roth refund

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

13. 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

14. Repayments beyond 5 years

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

15. Prohibited Distribution of Deferrals

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

16. Stopping RMD

    By Rob P, April 17, 2009
    • 0 replies
    • 1.2k views
    • 
    • Rob P
    • April 17, 2009

17. 401(k) custodian refuses to make RMDs - any ideas?

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

18. 402(f) Rollover Notice

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

19. 2009 MRD suspension

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

20. 945 ISSUES

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

21. Hardships for dependents

    By Laura Harrington, April 13, 2009
    • 13 replies
    • 2.8k views
    • 
    • Peter Gulia
    • May 27, 2009

22. Loan Default

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

23. Suspension of Benefits

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

24. Penalty for Using 8109-B?

    By Guest North Meets South, April 8, 2009
    • 11 replies
    • 1.7k views
    • 
    • K2retire
    • April 14, 2009

25. Second Distribution

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

26. 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

27. Distribution Issues---Illiquid Assets

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

28. Plan Loans and Merger

    By DP, April 1, 2009
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • April 2, 2009

29. 72(t) penalty exception

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

30. Deceased Participant with Loan Balance

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

31. 72(p) Cure Period After Leave of absence

    By Guest dms9999, March 27, 2009
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • April 3, 2009

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

    By BG5150, March 25, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 28, 2009

33. Rollover Returned to Plan

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

34. Age 55 Exception

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

35. Failure to Withhold

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

36. 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

37. Distribution to Non-Spouse Beneficiary

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

38. Minimum Required Distributions--No Designated Beneficiary

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

39. Another Hardship Distribution Question

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

40. Pre-mature distribution penalty

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

41. Hardship to pay federal taxes?

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

42. Distribution Fees

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

43. Hardships - Refinancing a Primary Residence

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

44. Participant Loan in default

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

45. Outstanding loans and mergers

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

46. Terminated Plan Participant Payout

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

47. Maximium Loan after prohibited transaction

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

48. Restrictions on Plan Distributions

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

49. First time distribution with part of it being ROTH

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

50. Distribution dates

    By Guest dhall, February 24, 2009
    • 9 replies
    • 5.7k views
    • 
    • Below Ground
    • February 26, 2009