Distributions and Loans, Other than QDROs

4,199 topics in this forum

1. Distribution to Non-Spouse Beneficiary

   By PJ2009, March 17, 2009
   • 3 replies
   • 2k views
   • 
   • Guest
   • March 21, 2009

2. Failure to Withhold

   By jmrsai, March 20, 2009
   • 5 replies
   • 2.5k views
   • 
   • K2retire
   • March 20, 2009

3. Age 55 Exception

   By bzorc, March 20, 2009
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • March 20, 2009

4. Plan Loan to Former Employee now back in service

   By Guest newtobenefits, March 19, 2009
   • 1 reply
   • 1.2k views
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   • J Simmons
   • March 20, 2009

5. Plan as Creditor

   By Guest Sieve, February 10, 2009
   • 11 replies
   • 1.9k views
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   • J Simmons
   • March 20, 2009

6. Pre-mature distribution penalty

   By SMB, March 10, 2009
   • 3 replies
   • 1.2k views
   • 
   • Appleby
   • March 14, 2009

7. Minimum Required Distributions--No Designated Beneficiary

   By Randy Watson, March 12, 2009
   • 6 replies
   • 2k views
   • 
   • Guest
   • March 12, 2009

8. Another Hardship Distribution Question

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

9. Hardship to pay federal taxes?

   By Lori H, March 6, 2009
   • 10 replies
   • 2.3k views
   • 
   • J Simmons
   • March 9, 2009

10. Distribution Fees

    By Medusa, March 6, 2009
    • 0 replies
    • 1.2k views
    • 
    • Medusa
    • March 6, 2009

11. Participant Loan in default

    By Brenda Wren, March 5, 2009
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 6, 2009

12. Hardships - Refinancing a Primary Residence

    By PJ2009, March 5, 2009
    • 2 replies
    • 1.5k views
    • 
    • PJ2009
    • March 5, 2009

13. Outstanding loans and mergers

    By Guest Statler, March 3, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • March 4, 2009

14. Terminated Plan Participant Payout

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

15. Restrictions on Plan Distributions

    By Guest arasalin, February 26, 2009
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • February 28, 2009

16. Maximium Loan after prohibited transaction

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

17. Distribution dates

    By Guest dhall, February 24, 2009
    • 9 replies
    • 6.3k views
    • 
    • Below Ground
    • February 26, 2009

18. First time distribution with part of it being ROTH

    By Jim Chad, February 25, 2009
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • February 26, 2009

19. ethical issues regarding loans

    By K2retire, February 21, 2009
    • 13 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 25, 2009

20. 1099-R - report when check issued or check received?

    By Guest Champ's Mom, February 19, 2009
    • 6 replies
    • 5.4k views
    • 
    • Guest
    • February 23, 2009

21. ADP failure for 2008...

    By jkharvey, February 22, 2009
    • 0 replies
    • 1k views
    • 
    • jkharvey
    • February 22, 2009

22. Tax withholding remitted by ER

    By Guest jimmybeau, February 20, 2009
    • 1 reply
    • 1.1k views
    • 
    • GMK
    • February 20, 2009

23. Sole Proprietor

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

24. including rollovers for cashouts

    By AKconsult, February 18, 2009
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • February 18, 2009

25. Suspension of Benefits on Re-Employment

    By Guest TooMuchFreeTime, February 18, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 18, 2009

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

    By Guest Rissa, February 17, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 17, 2009

27. Hardship Gray Area

    By Guest Dohertmk, February 13, 2009
    • 2 replies
    • 1.8k views
    • 
    • BG5150
    • February 16, 2009

28. Loan Availability AFTAP < 80%

    By Andy the Actuary, February 13, 2009
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • February 13, 2009

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

    By J Simmons, January 28, 2009
    • 10 replies
    • 2.3k views
    • 
    • J Simmons
    • February 11, 2009

30. vested balance after partial distribution

    By Chippy, February 10, 2009
    • 5 replies
    • 2.5k views
    • 
    • Chippy
    • February 11, 2009

31. Failed ADP refund; taxed in what year?

    By Richard Anderson, February 6, 2009
    • 2 replies
    • 2k views
    • 
    • Guest
    • February 10, 2009

32. WRERA - Participant Wants to take RMD

    By Guest ResearchGirl, February 2, 2009
    • 12 replies
    • 2.6k views
    • 
    • jlea
    • February 9, 2009

33. Direct rollover by non-spouse benficiary

    By SMB, February 3, 2009
    • 6 replies
    • 1.5k views
    • 
    • SMB
    • February 6, 2009

34. hardship question

    By Guest nynaeve, February 6, 2009
    • 2 replies
    • 1.6k views
    • 
    • Kevin C
    • February 6, 2009

35. Death benefit new spouse

    By Guest Peggy806, February 5, 2009
    • 6 replies
    • 1.4k views
    • 
    • J Simmons
    • February 6, 2009

36. Loan initiated at incorrect rate

    By Guest Holly Foster, December 20, 2008
    • 4 replies
    • 1.6k views
    • 
    • J Simmons
    • February 5, 2009

37. Extension on 1099-R?

    By AlbanyConsultant, February 4, 2009
    • 3 replies
    • 1.8k views
    • 
    • JanetM
    • February 4, 2009

38. PS Plan is issued a 1099-R

    By Santo Gold, February 3, 2009
    • 2 replies
    • 1.2k views
    • 
    • JanetM
    • February 3, 2009

39. 1096's on red or white paper

    By Jim Chad, February 3, 2009
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • February 3, 2009

40. Partial distribution and the Doc says lump sum

    By Jim Chad, January 31, 2009
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • January 31, 2009

41. Penalty(?) for sending out a 1099-R late?

    By BG5150, January 30, 2009
    • 1 reply
    • 7.9k views
    • 
    • david rigby
    • January 30, 2009

42. Can Part change election to w/draw eecwi?

    By Guest SuzieQNEC, January 27, 2009
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • January 27, 2009

43. hardship and resumption of contributions

    By pmacduff, June 3, 2008
    • 10 replies
    • 6.3k views
    • 
    • Guest
    • January 26, 2009

44. 1099-R help for me too!

    By pmacduff, January 19, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 25, 2009

45. Involuntary cash outs at annuity starting date

    By Guest K.C., January 23, 2009
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • January 23, 2009

46. Conflicting Loan Policy and Promissory Note

    By Guest Statler, January 23, 2009
    • 4 replies
    • 1.7k views
    • 
    • J Simmons
    • January 23, 2009

47. Hardship Distribution for short sale?

    By Lou S., January 21, 2009
    • 11 replies
    • 2k views
    • 
    • Lou S.
    • January 22, 2009

48. RMD Required in light of WRERA

    By jkharvey, January 22, 2009
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • January 22, 2009

49. Death Distribution

    By J Simmons, January 20, 2009
    • 6 replies
    • 1.7k views
    • 
    • jevd
    • January 21, 2009

50. State withholding tax chart

    By BG5150, January 16, 2009
    • 3 replies
    • 3.8k views
    • 
    • david rigby
    • January 21, 2009