Distributions and Loans, Other than QDROs

4,195 topics in this forum

1. Alien Beneficiary

   By Below Ground, June 11, 2008
   • 5 replies
   • 1.7k views
   • 
   • Below Ground
   • June 12, 2008

2. RMD prior to rolling $ out of plan?

   By CJS07, June 11, 2008
   • 1 reply
   • 1.9k views
   • 
   • jevd
   • June 11, 2008

3. Mandatory withholdings - Keogh plan distributions

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

4. Confused about hardship w/d sources

   By Guest dhall, June 6, 2008
   • 1 reply
   • 1.2k views
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   • Kimberly S
   • June 6, 2008

5. Roll to Roth 2008-30

   By JanetM, June 4, 2008
   • 5 replies
   • 1.6k views
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   • masteff
   • June 5, 2008

6. Rollable portion of corrective distribution

   By Young Curmudgeon, June 2, 2008
   • 0 replies
   • 1.1k views
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   • Young Curmudgeon
   • June 2, 2008

7. After tax basis preservation

   By Guest Sabadee!, May 29, 2008
   • 0 replies
   • 1.7k views
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   • Guest
   • May 29, 2008

8. Loan Refinancing

   By MoShawn, May 22, 2008
   • 13 replies
   • 2.4k views
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   • QDROphile
   • May 28, 2008

9. Owner Loan

   By Guest EricWings, May 20, 2008
   • 7 replies
   • 1.4k views
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   • Mike Preston
   • May 21, 2008

10. Really Old Loan

    By ak2ary, May 14, 2008
    • 32 replies
    • 5.1k views
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    • Mike Preston
    • May 20, 2008

11. Distribution involving after tax contributions

    By Dennis Povloski, May 20, 2008
    • 0 replies
    • 1k views
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    • Dennis Povloski
    • May 20, 2008

12. Taxation of After Tax Distributions

    By Guest LKeener, May 19, 2008
    • 7 replies
    • 3.1k views
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    • Mike Preston
    • May 20, 2008

13. Money Purchase Plan: Termination and Distribution

    By Guest benefitstudent, May 19, 2008
    • 0 replies
    • 1.4k views
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    • Guest
    • May 19, 2008

14. Spousal Consent-Hardship

    By BTH, May 15, 2008
    • 1 reply
    • 2.2k views
    • 
    • J Simmons
    • May 15, 2008

15. Plan Loan Default During USERRA Service

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

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

    By commishvp, May 12, 2008
    • 3 replies
    • 2.7k views
    • 
    • Appleby
    • May 12, 2008

17. Roth Qualified Distribution

    By DTH, May 12, 2008
    • 1 reply
    • 1.3k views
    • 
    • Kimberly S
    • May 12, 2008

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

    By KIP KRAUS, June 9, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • May 12, 2008

19. Hardship standards in an AccuDraft doc

    By doombuggy, May 8, 2008
    • 5 replies
    • 2.2k views
    • 
    • masteff
    • May 9, 2008

20. Automatic Rollovers for those who do not respond

    By Guest EPS2, May 6, 2008
    • 1 reply
    • 1.3k views
    • 
    • Below Ground
    • May 6, 2008

21. Pre 87 after tax contributions

    By Guest Retirement4Life, April 29, 2008
    • 1 reply
    • 5.4k views
    • 
    • jevd
    • April 29, 2008

22. Tangible Assets

    By Guest m.n.ouellette, April 29, 2008
    • 3 replies
    • 1.4k views
    • 
    • masteff
    • April 29, 2008

23. Loan Default, Deemed Dist'n, Ongoing Repayments?

    By Guest Iwonder, September 26, 2007
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • April 28, 2008

24. Accelerated Payments

    By Dennis Povloski, April 25, 2008
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • April 25, 2008

25. Pre Retirement Distributions from Money Purchase Plan

    By Guest JD698, April 24, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 24, 2008

26. Loan for non participant from their rollover?

    By CJS07, April 22, 2008
    • 3 replies
    • 2k views
    • 
    • masteff
    • April 22, 2008

27. Corrrective 401(a)(9) distribution

    By Young Curmudgeon, April 18, 2008
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • April 18, 2008

28. disability payout

    By Guest lip, April 16, 2008
    • 6 replies
    • 2.2k views
    • 
    • Everett Moreland
    • April 17, 2008

29. Mandatory Distribution of After-Tax Contributions?

    By Übernerd, April 10, 2008
    • 12 replies
    • 2.7k views
    • 
    • Übernerd
    • April 16, 2008

30. Tax withholding on corrective distribution

    By Guest Judy S, April 11, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 11, 2008

31. In-Kind Distribution of Real Estate

    By Guest pm01, April 10, 2008
    • 1 reply
    • 2.7k views
    • 
    • WDIK
    • April 10, 2008

32. In-Service Dist.... penalty free?

    By Basically, April 7, 2008
    • 10 replies
    • 2.2k views
    • 
    • Jim Chad
    • April 8, 2008

33. Divorce and the DB

    By Guest m.n.ouellette, April 7, 2008
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • April 8, 2008

34. Taxability of Life Insurance Proceeds

    By Medusa, April 7, 2008
    • 0 replies
    • 1.6k views
    • 
    • Medusa
    • April 7, 2008

35. Military leave of absense

    By jkharvey, April 7, 2008
    • 3 replies
    • 1.7k views
    • 
    • GMK
    • April 7, 2008

36. 1099 Deemed Loan Distribitution

    By CJS07, March 31, 2008
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • April 1, 2008

37. Deported Employee - 401k Balance

    By Guest saotampa, March 31, 2008
    • 1 reply
    • 2.4k views
    • 
    • Appleby
    • March 31, 2008

38. Rollovers by non-spouse beneficiaries

    By Guest PGH.ERISA, February 11, 2008
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 25, 2008

39. Loan limits - 50% of account balance as of what date

    By Trekker, March 20, 2008
    • 3 replies
    • 1.6k views
    • 
    • Trekker
    • March 25, 2008

40. Refund of Mistaken Deferrals

    By mschwechter, March 25, 2008
    • 0 replies
    • 1.2k views
    • 
    • mschwechter
    • March 25, 2008

41. Tax Withholding from payment to deceased's estate

    By flosfur, March 22, 2008
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • March 22, 2008

42. Non-Spoosue Beneficiary Direct Rollovers

    By Guest PGH.ERISA, March 14, 2008
    • 1 reply
    • 1.4k views
    • 
    • DTH
    • March 20, 2008

43. Distribution of Undivided Interests in Real Estate

    By chris, March 20, 2008
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • March 20, 2008

44. South Carolina Tax Withholding

    By PLAN MAN, November 7, 2007
    • 2 replies
    • 9.3k views
    • 
    • Guest
    • March 20, 2008

45. What is the "date of the loan" for starting the 5 year repay

    By Guest Bob Lees, January 29, 2003
    • 11 replies
    • 4.3k views
    • 
    • Trekker
    • March 20, 2008

46. Spouse MIA can she name a different beneficiary?

    By Guest EricWings, March 12, 2008
    • 3 replies
    • 1.5k views
    • 
    • GMK
    • March 13, 2008

47. Rollover: Pymt. Independent from Series of Substantially Equal Periodic Pymts

    By Guest TCP, March 3, 2008
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • March 10, 2008

48. Distribution Fee Charged to Participant

    By nancy, March 7, 2008
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 10, 2008

49. Rollovers to Roth IRAs Under PPA 2006

    By Guest PGH.ERISA, February 12, 2008
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • March 7, 2008

50. Must Qualified Plans permit direct rollovers to Roth IRAs in 2008?

    By Guest PGH.ERISA, January 9, 2008
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • March 7, 2008