Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. 1099R Box 12 & Box 15

   By Guest GordonJ, December 22, 2008
   • 1 reply
   • 2.8k views
   • 
   • JanetM
   • December 22, 2008

2. Loan initiated at incorrect rate

   By Guest Holly Foster, December 20, 2008
   • 4 replies
   • 1.4k views
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   • J Simmons
   • February 5, 2009

3. forged spousal consent

   By Guest dbvail, December 18, 2008
   • 7 replies
   • 3.4k views
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   • Guest
   • December 22, 2008

4. TEFRA and RMD

   By JanetM, December 18, 2008
   • 12 replies
   • 3.8k views
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   • JanetM
   • December 19, 2008

5. RMD in year of death

   By M Norton, December 18, 2008
   • 1 reply
   • 1.5k views
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   • Guest
   • December 21, 2008

6. loan and alienation rules

   By Guest erisaattorney, December 17, 2008
   • 1 reply
   • 1.1k views
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   • david rigby
   • December 17, 2008

7. Mother a primary beneficiary for hardship

   By Guest Holly Foster, December 16, 2008
   • 1 reply
   • 1k views
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   • K2retire
   • December 17, 2008

8. Distribution from corporate checking account

   By Guest persie, December 16, 2008
   • 7 replies
   • 1.9k views
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   • BG5150
   • December 17, 2008

9. RMD not taken one year, does it affect next year's?

   By BG5150, December 12, 2008
   • 1 reply
   • 1k views
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   • Guest
   • December 12, 2008

10. Lost Earnings on Distribuion Error

    By Guest toddez, December 11, 2008
    • 0 replies
    • 894 views
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    • Guest
    • December 11, 2008

11. lost terminated participant

    By Guest lip, December 10, 2008
    • 4 replies
    • 1.2k views
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    • david rigby
    • December 11, 2008

12. who is the beneficiary

    By Guest lip, December 10, 2008
    • 5 replies
    • 1.3k views
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    • J Simmons
    • December 11, 2008

13. Exactly WHY is this transaction wrong?

    By AlbanyConsultant, December 10, 2008
    • 10 replies
    • 1.6k views
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    • Guest
    • December 11, 2008

14. RMD in new defined benefit plan with past service

    By Guest DCquestioner, December 9, 2008
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 12, 2008

15. Distribution to beneficiary & mandatory withholding

    By BG5150, December 9, 2008
    • 2 replies
    • 1.2k views
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    • rcline46
    • December 9, 2008

16. Hypothetical RMD question

    By BG5150, December 5, 2008
    • 2 replies
    • 936 views
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    • BG5150
    • December 8, 2008

17. Hardship distribution for a beneficiary

    By Guest Statler, December 4, 2008
    • 4 replies
    • 2.1k views
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    • Guest
    • December 5, 2008

18. What is "immediate" need?

    By BG5150, December 4, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 4, 2008

19. 3 outstanding loans and policy permits a max. of 2

    By Guest Iwonder, December 4, 2008
    • 6 replies
    • 1.3k views
    • 
    • BG5150
    • December 4, 2008

20. 402(g) Excess distributed b/4 PYE when loss involved

    By blue, December 4, 2008
    • 0 replies
    • 959 views
    • 
    • blue
    • December 4, 2008

21. First time RMD

    By doombuggy, December 2, 2008
    • 4 replies
    • 1.4k views
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    • Guest
    • December 4, 2008

22. Annuity distribution from DC plans

    By RCK, November 26, 2008
    • 4 replies
    • 1.3k views
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    • david rigby
    • December 4, 2008

23. Hardship taken after other distibs & loans

    By BG5150, November 26, 2008
    • 1 reply
    • 941 views
    • 
    • Belgarath
    • November 26, 2008

24. Employee Contributions in DB Plan & Immediate Annuity < ERD

    By Guest SuzieQNEC, November 18, 2008
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • December 3, 2008

25. RMD before Rollover in year before RBD?

    By CAR, November 11, 2008
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • January 6, 2009

26. RMD and Stock Attribution

    By Guest Twinky, November 7, 2008
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 7, 2008

27. QPSA and rollover

    By Guest Penny17, November 6, 2008
    • 2 replies
    • 1.2k views
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    • masteff
    • November 6, 2008

28. In service NR distribution

    By abanky, October 30, 2008
    • 4 replies
    • 1.4k views
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    • ak2ary
    • November 3, 2008

29. Real Estate Distribution

    By Guest ERISA?, October 27, 2008
    • 8 replies
    • 1.5k views
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    • J Simmons
    • October 28, 2008

30. Plan Termination and lost or unknown beneficiary...

    By Guest EPS2, October 22, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 22, 2008

31. Question answered

    By Guest unregistered, October 20, 2008
    • 0 replies
    • 904 views
    • 
    • Guest
    • October 20, 2008

32. disability leave and vesting

    By Kimberly S, October 17, 2008
    • 0 replies
    • 949 views
    • 
    • Kimberly S
    • October 17, 2008

33. Participant died before rollover made

    By jane123, October 16, 2008
    • 9 replies
    • 4.3k views
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    • GBurns
    • October 17, 2008

34. Employer failed to make 401K loan payroll deductions

    By Guest Mark Cornwell, October 16, 2008
    • 16 replies
    • 31.9k views
    • 
    • K2retire
    • February 13, 2017

35. ISW provision required to take more than RMD?

    By Guest Connie H, October 16, 2008
    • 1 reply
    • 845 views
    • 
    • Guest
    • October 16, 2008

36. Military Reservist Distribution -

    By Guest kchadwell, October 16, 2008
    • 0 replies
    • 871 views
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    • Guest
    • October 16, 2008

37. Used Credit Card to Pay Medical Expense Now Wants a Hardship

    By Guest KateSmithVA, October 15, 2008
    • 8 replies
    • 5.6k views
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    • masteff
    • October 16, 2008

38. cashout of distribution less than $200

    By AKconsult, October 15, 2008
    • 6 replies
    • 6.2k views
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    • J Simmons
    • October 16, 2008

39. 5% owner & MRD

    By Guest Sieve, October 15, 2008
    • 5 replies
    • 1.8k views
    • 
    • J Simmons
    • October 15, 2008

40. Hardship - Building Principal Residence

    By PFranckowiak, October 9, 2008
    • 2 replies
    • 2.6k views
    • 
    • QDROphile
    • October 9, 2008

41. Rollover to Same Plan

    By Randy Watson, October 7, 2008
    • 2 replies
    • 1k views
    • 
    • Guest
    • October 7, 2008

42. late loan repayments en masse

    By Santo Gold, October 2, 2008
    • 21 replies
    • 6.1k views
    • 
    • Kimberly S
    • October 7, 2008

43. Over the 402g limit

    By CJS07, October 1, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 1, 2008

44. In-service distribution in Profit Sharing Plan

    By Guest DCquestioner, September 29, 2008
    • 1 reply
    • 2.1k views
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    • J Simmons
    • September 29, 2008

45. Failure to withhold

    By Bird, September 12, 2008
    • 3 replies
    • 1.7k views
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    • ERISAnut
    • September 12, 2008

46. Timing of Distributions - Protected Benefit?

    By Guest notapensiongeek, September 9, 2008
    • 10 replies
    • 2.9k views
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    • J Simmons
    • September 9, 2008

47. Balance Forward - Revalue for Distribution

    By Guest Factor, September 5, 2008
    • 5 replies
    • 2k views
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    • R. Butler
    • September 22, 2008

48. Inservice after Loan

    By PFranckowiak, September 5, 2008
    • 1 reply
    • 1.4k views
    • 
    • PFranckowiak
    • September 5, 2008

49. Designated Vs. Default Beneficiary

    By flosfur, September 4, 2008
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • September 4, 2008

50. Nonspouse Beneficiary

    By Guest sidalee1, August 29, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 29, 2008