Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Hypothetical RMD question

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

2. Hardship distribution for a beneficiary

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

3. First time RMD

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

4. 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

5. What is "immediate" need?

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

6. Annuity distribution from DC plans

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

7. 402(g) Excess distributed b/4 PYE when loss involved

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

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

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

9. Hardship taken after other distibs & loans

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

10. MRD before Lump sum Rollover Not Processed

    By Guest CJA, June 4, 2008
    • 10 replies
    • 2.9k views
    • 
    • BG5150
    • November 12, 2008

11. RMD and Stock Attribution

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

12. QPSA and rollover

    By Guest Penny17, November 6, 2008
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • November 6, 2008

13. In service NR distribution

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

14. Real Estate Distribution

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

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

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

16. Loans

    By Guest lindamichals, July 8, 2003
    • 11 replies
    • 2.7k views
    • 
    • K2retire
    • October 21, 2008

17. Question answered

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

18. disability leave and vesting

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

19. Participant died before rollover made

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

20. ISW provision required to take more than RMD?

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

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

    By Guest KateSmithVA, October 15, 2008
    • 8 replies
    • 5.5k views
    • 
    • masteff
    • October 16, 2008

22. Military Reservist Distribution -

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

23. cashout of distribution less than $200

    By AKconsult, October 15, 2008
    • 6 replies
    • 6.1k views
    • 
    • J Simmons
    • October 16, 2008

24. 5% owner & MRD

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

25. Hardship - Building Principal Residence

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

26. Rollover to Same Plan

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

27. late loan repayments en masse

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

28. Over the 402g limit

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

29. In-service distribution in Profit Sharing Plan

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

30. Balance Forward - Revalue for Distribution

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

31. Failure to withhold

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

32. Timing of Distributions - Protected Benefit?

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

33. Loan software question!

    By Guest JimP, September 21, 2000
    • 2 replies
    • 1.6k views
    • 
    • Gadgetfreak
    • September 8, 2008

34. Rollover in from England Pension Scheme

    By Guest oxdougw, August 31, 2004
    • 14 replies
    • 3.3k views
    • 
    • PensionPro
    • September 6, 2008

35. Too much money distributed.

    By katieinny, March 29, 2006
    • 22 replies
    • 5.3k views
    • 
    • GBurns
    • September 5, 2008

36. Inservice after Loan

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

37. Distribution (loan) Before 59 1/2

    By Guest oldman74, August 27, 2008
    • 7 replies
    • 2.5k views
    • 
    • masteff
    • September 4, 2008

38. Hardship safe harbor vs Facts and Circumstances

    By Jim Chad, August 12, 2008
    • 15 replies
    • 9.3k views
    • 
    • masteff
    • September 4, 2008

39. Designated Vs. Default Beneficiary

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

40. Distributions of Death Benefit

    By flosfur, July 16, 2008
    • 5 replies
    • 2.1k views
    • 
    • flosfur
    • September 3, 2008

41. Fraudulent Withdrawal

    By Guest naveen, August 29, 2008
    • 23 replies
    • 5.3k views
    • 
    • Kevin C
    • September 3, 2008

42. Nonspouse Beneficiary

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

43. Spouse waive pension benefit

    By ombskid, August 27, 2008
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • August 27, 2008

44. Overpayment of distribution to participant

    By Guest tajcc, August 20, 2008
    • 6 replies
    • 2k views
    • 
    • Kimberly S
    • August 26, 2008

45. after tax contributions on termination of employment

    By Guest josephr, August 26, 2008
    • 1 reply
    • 862 views
    • 
    • ERISAnut
    • August 26, 2008

46. Loan distribution from Money Purchase source of money

    By Guest EPS2, August 22, 2008
    • 4 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 22, 2008

47. Rollovers of after-tax funds to Roth IRAs

    By Guest PGH.ERISA, April 24, 2008
    • 5 replies
    • 2.2k views
    • 
    • Appleby
    • August 20, 2008

48. Prohibited Transaction?

    By mming, August 19, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 19, 2008

49. Participant Loan Pre Payment

    By Guest LKeener, August 12, 2008
    • 3 replies
    • 1.1k views
    • 
    • K2retire
    • August 13, 2008

50. Allow distributions in cash or property

    By Jim Chad, August 12, 2008
    • 1 reply
    • 956 views
    • 
    • J Simmons
    • August 12, 2008