Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. 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

2. Stopping RMD

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

3. 402(f) Rollover Notice

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

4. 2009 MRD suspension

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

5. 945 ISSUES

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

6. Penalty for Using 8109-B?

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

7. Loan Default

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

8. Suspension of Benefits

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

9. Second Distribution

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

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

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

11. 72(p) Cure Period After Leave of absence

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

12. Distribution Issues---Illiquid Assets

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

13. Plan Loans and Merger

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

14. WRERA RMD Issues

    By Appleby, February 11, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 1, 2009

15. 72(t) penalty exception

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

16. Deceased Participant with Loan Balance

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

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

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

18. EACA/QACA 90-day Permissible Withdrawals

    By DTH, March 25, 2008
    • 5 replies
    • 4.7k views
    • 
    • DTH
    • March 25, 2009

19. in service distribution when NRA is 55

    By Santo Gold, February 13, 2009
    • 7 replies
    • 2.8k views
    • 
    • K2retire
    • March 25, 2009

20. Rollover Returned to Plan

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

21. Distribution to Non-Spouse Beneficiary

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

22. Failure to Withhold

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

23. Age 55 Exception

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

24. Plan Loan to Former Employee now back in service

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

25. Plan as Creditor

    By Guest Sieve, February 10, 2009
    • 11 replies
    • 1.6k views
    • 
    • J Simmons
    • March 20, 2009

26. Pre-mature distribution penalty

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

27. Minimum Required Distributions--No Designated Beneficiary

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

28. Another Hardship Distribution Question

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

29. Hardship to pay federal taxes?

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

30. Distribution Fees

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

31. Participant Loan in default

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

32. Hardships - Refinancing a Primary Residence

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

33. Outstanding loans and mergers

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

34. Terminated Plan Participant Payout

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

35. Restrictions on Plan Distributions

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

36. Maximium Loan after prohibited transaction

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

37. Distribution dates

    By Guest dhall, February 24, 2009
    • 9 replies
    • 5.6k views
    • 
    • Below Ground
    • February 26, 2009

38. First time distribution with part of it being ROTH

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

39. ethical issues regarding loans

    By K2retire, February 21, 2009
    • 13 replies
    • 2k views
    • 
    • Mike Preston
    • February 25, 2009

40. 1099-R - report when check issued or check received?

    By Guest Champ's Mom, February 19, 2009
    • 6 replies
    • 4.6k views
    • 
    • Guest
    • February 23, 2009

41. ADP failure for 2008...

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

42. Tax withholding remitted by ER

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

43. Sole Proprietor

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

44. including rollovers for cashouts

    By AKconsult, February 18, 2009
    • 2 replies
    • 1.3k views
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    • Kevin C
    • February 18, 2009

45. Suspension of Benefits on Re-Employment

    By Guest TooMuchFreeTime, February 18, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 18, 2009

46. Can an UTMA custodian rollover into an inherited IRA?

    By Guest Rissa, February 17, 2009
    • 0 replies
    • 955 views
    • 
    • Guest
    • February 17, 2009

47. Hardship Gray Area

    By Guest Dohertmk, February 13, 2009
    • 2 replies
    • 1.5k views
    • 
    • BG5150
    • February 16, 2009

48. Loan Availability AFTAP < 80%

    By Andy the Actuary, February 13, 2009
    • 2 replies
    • 959 views
    • 
    • Kevin C
    • February 13, 2009

49. Corbel's GUST DC Proto, Basic Plan #01

    By J Simmons, January 28, 2009
    • 10 replies
    • 2k views
    • 
    • J Simmons
    • February 11, 2009

50. vested balance after partial distribution

    By Chippy, February 10, 2009
    • 5 replies
    • 2.3k views
    • 
    • Chippy
    • February 11, 2009