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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,204 topics in this forum

  1. Participant Distribution Fees

    By Guest cmp1454,
    • 6 replies
    • 2.7k views

  2. ramifications of violating Loan program?

    By Lori H,
    • 3 replies
    • 1.3k views

  3. Partial Distributions - Protected Benefit?

    By Guest mainer,
    • 2 replies
    • 2.9k views
    • Guest
    • Guest

  4. Loan discrimination

    By Guest P Williamson,
    • 1 reply
    • 1.2k views

  5. QDRO earnings calculation

    By Guest Achilles,
    • 3 replies
    • 6k views

  6. Overestimate of taxes in hardship

    By BG5150,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  7. Hardship Withdrawal plus Withholding Taxes in Cash

    By KateSmithPA,
    • 4 replies
    • 1.6k views
    • Guest
    • Guest

  8. Hardship Distributions: reasonable evidence

    By Laura Harrington,
    • 6 replies
    • 2k views

  9. Roth deferrals with a loss at distribution

    By K2retire,
    • 7 replies
    • 2.2k views

  10. Non-Spousal Rollovers

    By PJ2009,
    • 1 reply
    • 1.2k views

  11. Lump Sum versus Installments

    By pixmax,
    • 4 replies
    • 2k views

  12. rollover of loan

    By k man,
    • 1 reply
    • 1.4k views

  13. Hardship Withdrawals Directly to Bank?

    By Guest jig_1975,
    • 7 replies
    • 2.3k views

  14. Hardships for dependents

    By Laura Harrington,
    • 13 replies
    • 3.5k views

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

    By Guest DNH,
    • 1 reply
    • 1.1k views

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

    By mming,
    • 1 reply
    • 1.4k views

  17. Operational Error Correction on Loan

    By Guest Margaret25,
    • 1 reply
    • 1.6k views

  18. NY State Mandatory Withholding?

    By Penman2006,
    • 4 replies
    • 1.7k views

  19. Distributions of $200 or less

    By Guest jat32z,
    • 2 replies
    • 1.7k views

  20. available hardship amount

    By K2retire,
    • 6 replies
    • 2.6k views

  21. Rehire and distribution questions

    By britoski,
    • 3 replies
    • 2.2k views

  22. Loans

    By Guest SEV,
    • 4 replies
    • 1.6k views
    • Guest
    • Guest

  23. Difficult Beneficiary Scenerio

    By Below Ground,
    • 18 replies
    • 3.6k views

  24. rmd for ira,roth & annuity

    By Guest mandal,
    • 1 reply
    • 1.6k views

  25. Can In-Service Distribution provision be Removed?

    By Guest lenhart,
    • 2 replies
    • 1.8k views

  26. RMD and owner

    By Guest dhall,
    • 2 replies
    • 1.2k views

  27. Now Part Time participant - eligible for distribution?

    By Guest SuzieQNEC,
    • 4 replies
    • 1.2k views

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

    By Guest ebailey,
    • 6 replies
    • 2.6k views

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

    By J Simmons,
    • 14 replies
    • 3.6k views

  30. is spousal consent required for in service distribution?

    By mariemonroe,
    • 2 replies
    • 3.1k views
    • Guest
    • Guest

  31. Unforseeable Emergency (457)

    By Felicia,
    • 1 reply
    • 1.5k views

  32. PERF plan in Indiana

    By Guest nynaeve,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  33. Excess Contribution - Loss on Roth refund

    By Lou S.,
    • 0 replies
    • 1.7k views

  34. Prohibited Distribution of Deferrals

    By Below Ground,
    • 10 replies
    • 2k views

  35. Repayments beyond 5 years

    By Guest Jennyb473,
    • 2 replies
    • 1.2k views

  36. 401(k) custodian refuses to make RMDs - any ideas?

    By Guest anygig,
    • 14 replies
    • 3.3k views

  37. Stopping RMD

    By Rob P,
    • 0 replies
    • 1.4k views

  38. 402(f) Rollover Notice

    By Guest bobolink,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  39. 2009 MRD suspension

    By Guest Sieve,
    • 7 replies
    • 2k views

  40. 945 ISSUES

    By Guest North Meets South,
    • 4 replies
    • 1.6k views

  41. Penalty for Using 8109-B?

    By Guest North Meets South,
    • 11 replies
    • 2.1k views

  42. Loan Default

    By Guest johnberube,
    • 2 replies
    • 1.5k views

  43. Suspension of Benefits

    By Randy Watson,
    • 1 reply
    • 1.3k views

  44. Second Distribution

    By Guest Twinky,
    • 7 replies
    • 2.8k views

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

    By Guest kprhok,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  46. 72(p) Cure Period After Leave of absence

    By Guest dms9999,
    • 1 reply
    • 1.5k views

  47. Distribution Issues---Illiquid Assets

    By Randy Watson,
    • 2 replies
    • 1.8k views

  48. Plan Loans and Merger

    By DP,
    • 3 replies
    • 1.7k views

  49. WRERA RMD Issues

    By Appleby,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  50. 72(t) penalty exception

    By Janice F,
    • 2 replies
    • 1.6k views
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