Distributions and Loans, Other than QDROs

4,201 topics in this forum

1. Participant died before rollover made

   By jane123, October 16, 2008
   • 9 replies
   • 4.7k views
   • 
   • GBurns
   • October 17, 2008

2. ISW provision required to take more than RMD?

   By Guest Connie H, October 16, 2008
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • October 16, 2008

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

   By Guest KateSmithVA, October 15, 2008
   • 8 replies
   • 6.5k views
   • 
   • masteff
   • October 16, 2008

4. Military Reservist Distribution -

   By Guest kchadwell, October 16, 2008
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • October 16, 2008

5. cashout of distribution less than $200

   By AKconsult, October 15, 2008
   • 6 replies
   • 6.5k views
   • 
   • J Simmons
   • October 16, 2008

6. 5% owner & MRD

   By Guest Sieve, October 15, 2008
   • 5 replies
   • 2.1k views
   • 
   • J Simmons
   • October 15, 2008

7. Hardship - Building Principal Residence

   By PFranckowiak, October 9, 2008
   • 2 replies
   • 2.8k views
   • 
   • QDROphile
   • October 9, 2008

8. Rollover to Same Plan

   By Randy Watson, October 7, 2008
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • October 7, 2008

9. late loan repayments en masse

   By Santo Gold, October 2, 2008
   • 21 replies
   • 6.6k views
   • 
   • Kimberly S
   • October 7, 2008

10. Over the 402g limit

    By CJS07, October 1, 2008
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 1, 2008

11. In-service distribution in Profit Sharing Plan

    By Guest DCquestioner, September 29, 2008
    • 1 reply
    • 2.3k views
    • 
    • J Simmons
    • September 29, 2008

12. Balance Forward - Revalue for Distribution

    By Guest Factor, September 5, 2008
    • 5 replies
    • 2.2k views
    • 
    • R. Butler
    • September 22, 2008

13. Failure to withhold

    By Bird, September 12, 2008
    • 3 replies
    • 2.1k views
    • 
    • ERISAnut
    • September 12, 2008

14. Timing of Distributions - Protected Benefit?

    By Guest notapensiongeek, September 9, 2008
    • 10 replies
    • 3.5k views
    • 
    • J Simmons
    • September 9, 2008

15. Loan software question!

    By Guest JimP, September 21, 2000
    • 2 replies
    • 1.7k views
    • 
    • Gadgetfreak
    • September 8, 2008

16. Rollover in from England Pension Scheme

    By Guest oxdougw, August 31, 2004
    • 14 replies
    • 3.7k views
    • 
    • PensionPro
    • September 6, 2008

17. Too much money distributed.

    By katieinny, March 29, 2006
    • 22 replies
    • 5.9k views
    • 
    • GBurns
    • September 5, 2008

18. Inservice after Loan

    By PFranckowiak, September 5, 2008
    • 1 reply
    • 1.5k views
    • 
    • PFranckowiak
    • September 5, 2008

19. Distribution (loan) Before 59 1/2

    By Guest oldman74, August 27, 2008
    • 7 replies
    • 2.8k views
    • 
    • masteff
    • September 4, 2008

20. Hardship safe harbor vs Facts and Circumstances

    By Jim Chad, August 12, 2008
    • 15 replies
    • 10.3k views
    • 
    • masteff
    • September 4, 2008

21. Designated Vs. Default Beneficiary

    By flosfur, September 4, 2008
    • 1 reply
    • 1.7k views
    • 
    • J Simmons
    • September 4, 2008

22. Distributions of Death Benefit

    By flosfur, July 16, 2008
    • 5 replies
    • 2.3k views
    • 
    • flosfur
    • September 3, 2008

23. Fraudulent Withdrawal

    By Guest naveen, August 29, 2008
    • 23 replies
    • 6.1k views
    • 
    • Kevin C
    • September 3, 2008

24. Nonspouse Beneficiary

    By Guest sidalee1, August 29, 2008
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 29, 2008

25. Spouse waive pension benefit

    By ombskid, August 27, 2008
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • August 27, 2008

26. Overpayment of distribution to participant

    By Guest tajcc, August 20, 2008
    • 6 replies
    • 2.2k views
    • 
    • Kimberly S
    • August 26, 2008

27. after tax contributions on termination of employment

    By Guest josephr, August 26, 2008
    • 1 reply
    • 1.1k views
    • 
    • ERISAnut
    • August 26, 2008

28. Loan distribution from Money Purchase source of money

    By Guest EPS2, August 22, 2008
    • 4 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 22, 2008

29. Rollovers of after-tax funds to Roth IRAs

    By Guest PGH.ERISA, April 24, 2008
    • 5 replies
    • 2.4k views
    • 
    • Appleby
    • August 20, 2008

30. Prohibited Transaction?

    By mming, August 19, 2008
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 19, 2008

31. Participant Loan Pre Payment

    By Guest LKeener, August 12, 2008
    • 3 replies
    • 1.4k views
    • 
    • K2retire
    • August 13, 2008

32. Allow distributions in cash or property

    By Jim Chad, August 12, 2008
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • August 12, 2008

33. part. wants to default on loan

    By Lori H, August 4, 2008
    • 25 replies
    • 7.3k views
    • 
    • Guest
    • August 7, 2008

34. RMD not taken by April 1, 2008

    By doombuggy, August 5, 2008
    • 1 reply
    • 1.9k views
    • 
    • J Simmons
    • August 6, 2008

35. rehire of terminated employee w/ distribution and loan

    By AKconsult, July 31, 2008
    • 4 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 1, 2008

36. Payroll withholding continued after loan was paid off

    By Trekker, July 29, 2008
    • 5 replies
    • 1.7k views
    • 
    • Trekker
    • July 29, 2008

37. ER Late Participant Loan

    By Guest LKeener, July 28, 2008
    • 1 reply
    • 1.2k views
    • 
    • K2retire
    • July 29, 2008

38. adding loan policy

    By Lori H, July 24, 2008
    • 5 replies
    • 1.7k views
    • 
    • Lori H
    • July 28, 2008

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

    By betheeg, July 24, 2008
    • 2 replies
    • 1.6k views
    • 
    • betheeg
    • July 24, 2008

40. Hardship availability after taking a loan

    By Guest tajcc, July 23, 2008
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 24, 2008

41. Renegotiating loan interest rate

    By PMC, July 15, 2008
    • 7 replies
    • 2.2k views
    • 
    • masteff
    • July 22, 2008

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

    By Bird, June 30, 2008
    • 3 replies
    • 2.8k views
    • 
    • david rigby
    • July 21, 2008

43. Return of Hardship Distribution

    By Guest jjren, May 21, 2008
    • 7 replies
    • 4.3k views
    • 
    • Kimberly S
    • July 9, 2008

44. Amending Plan to Loan Acceleration Upon Termination of Employment

    By Guest aciepluch, June 16, 2008
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • July 9, 2008

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

    By Guest Sieve, July 8, 2008
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • July 8, 2008

46. changing distribution options

    By Santo Gold, July 3, 2008
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 3, 2008

47. Change of payment method

    By Guest Sabadee!, July 2, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 3, 2008

48. Distribution in error after break in service, rehire

    By Guest taxpractor, July 2, 2008
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 3, 2008

49. 2-parter

    By SMB, July 1, 2008
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • July 1, 2008

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

    By Guest SuzieQNEC, June 26, 2008
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • June 27, 2008