Distributions and Loans, Other than QDROs

4,188 topics in this forum

1. Timing of Distributions - Protected Benefit?

   By Guest notapensiongeek, September 9, 2008
   • 10 replies
   • 3k views
   • 
   • J Simmons
   • September 9, 2008

2. Loan software question!

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

3. Rollover in from England Pension Scheme

   By Guest oxdougw, August 31, 2004
   • 14 replies
   • 3.4k views
   • 
   • PensionPro
   • September 6, 2008

4. Too much money distributed.

   By katieinny, March 29, 2006
   • 22 replies
   • 5.5k views
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   • GBurns
   • September 5, 2008

5. Inservice after Loan

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

6. Distribution (loan) Before 59 1/2

   By Guest oldman74, August 27, 2008
   • 7 replies
   • 2.6k views
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   • masteff
   • September 4, 2008

7. Hardship safe harbor vs Facts and Circumstances

   By Jim Chad, August 12, 2008
   • 15 replies
   • 9.7k views
   • 
   • masteff
   • September 4, 2008

8. Designated Vs. Default Beneficiary

   By flosfur, September 4, 2008
   • 1 reply
   • 1.6k views
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   • J Simmons
   • September 4, 2008

9. Distributions of Death Benefit

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

10. Fraudulent Withdrawal

    By Guest naveen, August 29, 2008
    • 23 replies
    • 5.7k views
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    • Kevin C
    • September 3, 2008

11. Nonspouse Beneficiary

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

12. Spouse waive pension benefit

    By ombskid, August 27, 2008
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • August 27, 2008

13. Overpayment of distribution to participant

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

14. after tax contributions on termination of employment

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

15. 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

16. Rollovers of after-tax funds to Roth IRAs

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

17. Prohibited Transaction?

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

18. Participant Loan Pre Payment

    By Guest LKeener, August 12, 2008
    • 3 replies
    • 1.2k views
    • 
    • K2retire
    • August 13, 2008

19. Allow distributions in cash or property

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

20. part. wants to default on loan

    By Lori H, August 4, 2008
    • 25 replies
    • 6.6k views
    • 
    • Guest
    • August 7, 2008

21. RMD not taken by April 1, 2008

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

22. rehire of terminated employee w/ distribution and loan

    By AKconsult, July 31, 2008
    • 4 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • August 1, 2008

23. Payroll withholding continued after loan was paid off

    By Trekker, July 29, 2008
    • 5 replies
    • 1.5k views
    • 
    • Trekker
    • July 29, 2008

24. ER Late Participant Loan

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

25. adding loan policy

    By Lori H, July 24, 2008
    • 5 replies
    • 1.4k views
    • 
    • Lori H
    • July 28, 2008

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

    By betheeg, July 24, 2008
    • 2 replies
    • 1.5k views
    • 
    • betheeg
    • July 24, 2008

27. Hardship availability after taking a loan

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

28. Renegotiating loan interest rate

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

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

    By Bird, June 30, 2008
    • 3 replies
    • 2.4k views
    • 
    • david rigby
    • July 21, 2008

30. Return of Hardship Distribution

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

31. Amending Plan to Loan Acceleration Upon Termination of Employment

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

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

    By Guest Sieve, July 8, 2008
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • July 8, 2008

33. changing distribution options

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

34. Change of payment method

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

35. Distribution in error after break in service, rehire

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

36. 2-parter

    By SMB, July 1, 2008
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • July 1, 2008

37. 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

38. Hardship and Medical Expenses

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

39. Loans and RMDs

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

40. Plan Loan Question

    By Guest meeh3704, June 18, 2008
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • June 19, 2008

41. Hardship Distributions

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

42. Hardship distribution 401k vs profit sharing

    By ombskid, June 11, 2008
    • 6 replies
    • 2.3k views
    • 
    • Bird
    • June 13, 2008

43. Hardship - Documentation

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

44. Alien Beneficiary

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

45. RMD prior to rolling $ out of plan?

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

46. Mandatory withholdings - Keogh plan distributions

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

47. Confused about hardship w/d sources

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

48. Roll to Roth 2008-30

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

49. Rollable portion of corrective distribution

    By Young Curmudgeon, June 2, 2008
    • 0 replies
    • 1k views
    • 
    • Young Curmudgeon
    • June 2, 2008

50. After tax basis preservation

    By Guest Sabadee!, May 29, 2008
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 29, 2008