Distributions and Loans, Other than QDROs

4,201 topics in this forum

1. Loan discrimination

   By Guest P Williamson, June 16, 2009
   • 1 reply
   • 1.2k views
   • 
   • WDIK
   • June 16, 2009

2. QDRO earnings calculation

   By Guest Achilles, June 5, 2009
   • 3 replies
   • 5.9k views
   • 
   • david rigby
   • June 5, 2009

3. Overestimate of taxes in hardship

   By BG5150, June 4, 2009
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • June 4, 2009

4. Hardship Withdrawal plus Withholding Taxes in Cash

   By KateSmithPA, June 4, 2009
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • June 4, 2009

5. Hardship Distributions: reasonable evidence

   By Laura Harrington, June 2, 2009
   • 6 replies
   • 1.9k views
   • 
   • K2retire
   • June 2, 2009

6. Roth deferrals with a loss at distribution

   By K2retire, May 30, 2009
   • 7 replies
   • 2.1k views
   • 
   • masteff
   • June 1, 2009

7. Non-Spousal Rollovers

   By PJ2009, May 29, 2009
   • 1 reply
   • 1.1k views
   • 
   • PensionPro
   • May 30, 2009

8. Lump Sum versus Installments

   By pixmax, May 28, 2009
   • 4 replies
   • 1.9k views
   • 
   • pixmax
   • May 29, 2009

9. rollover of loan

   By k man, May 27, 2009
   • 1 reply
   • 1.4k views
   • 
   • QDROphile
   • May 27, 2009

10. Hardship Withdrawals Directly to Bank?

    By Guest jig_1975, May 22, 2009
    • 7 replies
    • 2.2k views
    • 
    • jpod
    • May 27, 2009

11. Hardships for dependents

    By Laura Harrington, April 13, 2009
    • 13 replies
    • 3.4k views
    • 
    • Peter Gulia
    • May 27, 2009

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

    By Guest DNH, May 22, 2009
    • 1 reply
    • 1.1k views
    • 
    • PensionPro
    • May 23, 2009

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

    By mming, May 21, 2009
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • May 21, 2009

14. Operational Error Correction on Loan

    By Guest Margaret25, May 20, 2009
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • May 20, 2009

15. NY State Mandatory Withholding?

    By Penman2006, May 19, 2009
    • 4 replies
    • 1.7k views
    • 
    • Penman2006
    • May 20, 2009

16. Distributions of $200 or less

    By Guest jat32z, May 19, 2009
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • May 19, 2009

17. available hardship amount

    By K2retire, May 18, 2009
    • 6 replies
    • 2.6k views
    • 
    • K2retire
    • May 19, 2009

18. Rehire and distribution questions

    By britoski, May 6, 2009
    • 3 replies
    • 2.1k views
    • 
    • britoski
    • May 15, 2009

19. Loans

    By Guest SEV, May 8, 2009
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • May 8, 2009

20. Difficult Beneficiary Scenerio

    By Below Ground, May 7, 2009
    • 18 replies
    • 3.5k views
    • 
    • masteff
    • May 8, 2009

21. rmd for ira,roth & annuity

    By Guest mandal, May 6, 2009
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • May 7, 2009

22. Can In-Service Distribution provision be Removed?

    By Guest lenhart, May 6, 2009
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • May 6, 2009

23. RMD and owner

    By Guest dhall, May 6, 2009
    • 2 replies
    • 1.1k views
    • 
    • WDIK
    • May 6, 2009

24. Now Part Time participant - eligible for distribution?

    By Guest SuzieQNEC, May 5, 2009
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • May 5, 2009

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

    By Guest ebailey, April 30, 2009
    • 6 replies
    • 2.5k views
    • 
    • BG5150
    • May 5, 2009

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

    By J Simmons, May 4, 2009
    • 14 replies
    • 3.5k views
    • 
    • J Simmons
    • May 5, 2009

27. is spousal consent required for in service distribution?

    By mariemonroe, April 29, 2009
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • April 30, 2009

28. Unforseeable Emergency (457)

    By Felicia, April 29, 2009
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • April 30, 2009

29. PERF plan in Indiana

    By Guest nynaeve, April 27, 2009
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • April 27, 2009

30. Excess Contribution - Loss on Roth refund

    By Lou S., April 23, 2009
    • 0 replies
    • 1.7k views
    • 
    • Lou S.
    • April 23, 2009

31. Prohibited Distribution of Deferrals

    By Below Ground, April 20, 2009
    • 10 replies
    • 1.9k views
    • 
    • Below Ground
    • April 22, 2009

32. Repayments beyond 5 years

    By Guest Jennyb473, April 21, 2009
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • April 21, 2009

33. 401(k) custodian refuses to make RMDs - any ideas?

    By Guest anygig, April 16, 2009
    • 14 replies
    • 3.2k views
    • 
    • masteff
    • April 20, 2009

34. Stopping RMD

    By Rob P, April 17, 2009
    • 0 replies
    • 1.4k views
    • 
    • Rob P
    • April 17, 2009

35. 402(f) Rollover Notice

    By Guest bobolink, April 15, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 15, 2009

36. 2009 MRD suspension

    By Guest Sieve, April 14, 2009
    • 7 replies
    • 2k views
    • 
    • jevd
    • April 15, 2009

37. 945 ISSUES

    By Guest North Meets South, April 14, 2009
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • April 15, 2009

38. Penalty for Using 8109-B?

    By Guest North Meets South, April 8, 2009
    • 11 replies
    • 2k views
    • 
    • K2retire
    • April 14, 2009

39. Loan Default

    By Guest johnberube, April 9, 2009
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • April 9, 2009

40. Suspension of Benefits

    By Randy Watson, April 8, 2009
    • 1 reply
    • 1.3k views
    • 
    • Everett Moreland
    • April 9, 2009

41. Second Distribution

    By Guest Twinky, April 7, 2009
    • 7 replies
    • 2.7k views
    • 
    • Below Ground
    • April 8, 2009

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

    By Guest kprhok, April 3, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 3, 2009

43. 72(p) Cure Period After Leave of absence

    By Guest dms9999, March 27, 2009
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • April 3, 2009

44. Distribution Issues---Illiquid Assets

    By Randy Watson, April 2, 2009
    • 2 replies
    • 1.7k views
    • 
    • masteff
    • April 2, 2009

45. Plan Loans and Merger

    By DP, April 1, 2009
    • 3 replies
    • 1.6k views
    • 
    • JanetM
    • April 2, 2009

46. WRERA RMD Issues

    By Appleby, February 11, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • April 1, 2009

47. 72(t) penalty exception

    By Janice F, April 1, 2009
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • April 1, 2009

48. Deceased Participant with Loan Balance

    By Guest Bizitchie, March 31, 2009
    • 1 reply
    • 1.3k views
    • 
    • Medusa
    • March 31, 2009

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

    By BG5150, March 25, 2009
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 28, 2009

50. EACA/QACA 90-day Permissible Withdrawals

    By DTH, March 25, 2008
    • 5 replies
    • 5.1k views
    • 
    • DTH
    • March 25, 2009