Distributions and Loans, Other than QDROs

4,177 topics in this forum

1. Spouse waive pension benefit

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

2. Overpayment of distribution to participant

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

3. after tax contributions on termination of employment

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

4. 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

5. Rollovers of after-tax funds to Roth IRAs

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

6. Prohibited Transaction?

   By mming, August 19, 2008
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • August 19, 2008

7. Participant Loan Pre Payment

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

8. Allow distributions in cash or property

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

9. part. wants to default on loan

   By Lori H, August 4, 2008
   • 25 replies
   • 6.4k views
   • 
   • Guest
   • August 7, 2008

10. RMD not taken by April 1, 2008

    By doombuggy, August 5, 2008
    • 1 reply
    • 1.7k views
    • 
    • J Simmons
    • August 6, 2008

11. rehire of terminated employee w/ distribution and loan

    By AKconsult, July 31, 2008
    • 4 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 1, 2008

12. Payroll withholding continued after loan was paid off

    By Trekker, July 29, 2008
    • 5 replies
    • 1.4k views
    • 
    • Trekker
    • July 29, 2008

13. ER Late Participant Loan

    By Guest LKeener, July 28, 2008
    • 1 reply
    • 992 views
    • 
    • K2retire
    • July 29, 2008

14. adding loan policy

    By Lori H, July 24, 2008
    • 5 replies
    • 1.3k views
    • 
    • Lori H
    • July 28, 2008

15. non hardship in service dist of 401(k) deferrals

    By betheeg, July 24, 2008
    • 2 replies
    • 1.4k views
    • 
    • betheeg
    • July 24, 2008

16. Hardship availability after taking a loan

    By Guest tajcc, July 23, 2008
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 24, 2008

17. Renegotiating loan interest rate

    By PMC, July 15, 2008
    • 7 replies
    • 2k views
    • 
    • masteff
    • July 22, 2008

18. Hardship to buy ex-spouse's share of home

    By Bird, June 30, 2008
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • July 21, 2008

19. Return of Hardship Distribution

    By Guest jjren, May 21, 2008
    • 7 replies
    • 4.1k views
    • 
    • Kimberly S
    • July 9, 2008

20. Amending Plan to Loan Acceleration Upon Termination of Employment

    By Guest aciepluch, June 16, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 9, 2008

21. Death benefit - subject to anti-cutback rules?

    By Guest Sieve, July 8, 2008
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • July 8, 2008

22. changing distribution options

    By Santo Gold, July 3, 2008
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • July 3, 2008

23. Change of payment method

    By Guest Sabadee!, July 2, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 3, 2008

24. Distribution in error after break in service, rehire

    By Guest taxpractor, July 2, 2008
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • July 3, 2008

25. 2-parter

    By SMB, July 1, 2008
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • July 1, 2008

26. Rollover of Cash, Deemed Distribution of Loan - what to payout?

    By Guest SuzieQNEC, June 26, 2008
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • June 27, 2008

27. Hardship and Medical Expenses

    By DP, June 25, 2008
    • 2 replies
    • 2.3k views
    • 
    • masteff
    • June 25, 2008

28. Loans and RMDs

    By CJS07, June 25, 2008
    • 1 reply
    • 1.1k views
    • 
    • jevd
    • June 25, 2008

29. Plan Loan Question

    By Guest meeh3704, June 18, 2008
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • June 19, 2008

30. Hardship Distributions

    By Archimage, June 18, 2008
    • 3 replies
    • 1.1k views
    • 
    • GMK
    • June 18, 2008

31. Hardship distribution 401k vs profit sharing

    By ombskid, June 11, 2008
    • 6 replies
    • 2.2k views
    • 
    • Bird
    • June 13, 2008

32. Hardship - Documentation

    By Guest EricWings, June 12, 2008
    • 2 replies
    • 2.1k views
    • 
    • masteff
    • June 13, 2008

33. Alien Beneficiary

    By Below Ground, June 11, 2008
    • 5 replies
    • 1.5k views
    • 
    • Below Ground
    • June 12, 2008

34. RMD prior to rolling $ out of plan?

    By CJS07, June 11, 2008
    • 1 reply
    • 1.8k views
    • 
    • jevd
    • June 11, 2008

35. Mandatory withholdings - Keogh plan distributions

    By Lori Friedman, June 6, 2008
    • 3 replies
    • 2.9k views
    • 
    • Appleby
    • June 7, 2008

36. Confused about hardship w/d sources

    By Guest dhall, June 6, 2008
    • 1 reply
    • 1.1k views
    • 
    • Kimberly S
    • June 6, 2008

37. Roll to Roth 2008-30

    By JanetM, June 4, 2008
    • 5 replies
    • 1.5k views
    • 
    • masteff
    • June 5, 2008

38. Rollable portion of corrective distribution

    By Young Curmudgeon, June 2, 2008
    • 0 replies
    • 994 views
    • 
    • Young Curmudgeon
    • June 2, 2008

39. After tax basis preservation

    By Guest Sabadee!, May 29, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 29, 2008

40. Loan Refinancing

    By MoShawn, May 22, 2008
    • 13 replies
    • 2.2k views
    • 
    • QDROphile
    • May 28, 2008

41. Owner Loan

    By Guest EricWings, May 20, 2008
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • May 21, 2008

42. Really Old Loan

    By ak2ary, May 14, 2008
    • 32 replies
    • 4.7k views
    • 
    • Mike Preston
    • May 20, 2008

43. Distribution involving after tax contributions

    By Dennis Povloski, May 20, 2008
    • 0 replies
    • 961 views
    • 
    • Dennis Povloski
    • May 20, 2008

44. Taxation of After Tax Distributions

    By Guest LKeener, May 19, 2008
    • 7 replies
    • 3k views
    • 
    • Mike Preston
    • May 20, 2008

45. Money Purchase Plan: Termination and Distribution

    By Guest benefitstudent, May 19, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 19, 2008

46. Spousal Consent-Hardship

    By BTH, May 15, 2008
    • 1 reply
    • 2.1k views
    • 
    • J Simmons
    • May 15, 2008

47. Plan Loan Default During USERRA Service

    By Guest Grumpy456, May 13, 2008
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 13, 2008

48. Beneficiary non-US citizen - How do we report 1099?

    By commishvp, May 12, 2008
    • 3 replies
    • 2.6k views
    • 
    • Appleby
    • May 12, 2008

49. Roth Qualified Distribution

    By DTH, May 12, 2008
    • 1 reply
    • 1.2k views
    • 
    • Kimberly S
    • May 12, 2008

50. Wrong interest rate applied to 401(k)k loan.

    By KIP KRAUS, June 9, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • May 12, 2008