Distributions and Loans, Other than QDROs

4,180 topics in this forum

1. 401k IRC 72p

   By Guest TrustButVerify, June 21, 2007
   • 7 replies
   • 3.1k views
   • 
   • Guest
   • June 22, 2007

2. Prohibited Transaction ?

   By Guest AlyssaC, June 21, 2007
   • 1 reply
   • 1.2k views
   • 
   • wsp
   • June 21, 2007

3. Non-spouse Beneficiary

   By Guest jefe96, May 24, 2007
   • 6 replies
   • 2.4k views
   • 
   • J Simmons
   • June 19, 2007

4. 402(f) Tax Notice Including Roth 401(k) Discussion?

   By namealreadyinuse, June 15, 2007
   • 5 replies
   • 2.2k views
   • 
   • blue
   • June 18, 2007

5. IRA Custodian Refuses to Correct

   By Guest cac1134, June 18, 2007
   • 5 replies
   • 1.7k views
   • 
   • Appleby
   • June 18, 2007

6. Participant in a coma

   By dmb, October 18, 2001
   • 5 replies
   • 2.4k views
   • 
   • Mike Preston
   • June 18, 2007

7. Terminated Plan

   By Randy Watson, June 13, 2007
   • 2 replies
   • 1.2k views
   • 
   • Randy Watson
   • June 13, 2007

8. Authority to process distribs after resigning

   By MSN, June 12, 2007
   • 1 reply
   • 1.1k views
   • 
   • JanetM
   • June 12, 2007

9. Excess Safe Hrabor Match

   By doombuggy, June 8, 2007
   • 1 reply
   • 1.3k views
   • 
   • JanetM
   • June 8, 2007

10. Must spousal consent comply w/ Reg Z ?

    By Guest dlarius, June 7, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 7, 2007

11. Disclaimed Death Benefit

    By DTH, June 5, 2007
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 5, 2007

12. Death Benefit to Spouse

    By DTH, May 17, 2007
    • 7 replies
    • 2.2k views
    • 
    • masteff
    • May 31, 2007

13. QJSA

    By Guest blabukiff, May 24, 2007
    • 19 replies
    • 2.9k views
    • 
    • Guest
    • May 30, 2007

14. Loan Interest Rates

    By FundeK, May 29, 2007
    • 2 replies
    • 1.3k views
    • 
    • FundeK
    • May 29, 2007

15. Redeposit of Stale Checks

    By TBob, May 22, 2007
    • 1 reply
    • 1.9k views
    • 
    • JanetM
    • May 23, 2007

16. Number of loans

    By PMC, May 21, 2007
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • May 22, 2007

17. Should we distribute?

    By Guest zora, May 21, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • May 21, 2007

18. Hardship, distributed too much

    By Dan, May 14, 2007
    • 4 replies
    • 1.8k views
    • 
    • wsp
    • May 14, 2007

19. Federal tax withholding/945 reporting

    By Guest FutureOne, May 10, 2007
    • 2 replies
    • 1.5k views
    • 
    • wsp
    • May 10, 2007

20. Involuntary cash-outs at latest commencement date?

    By Guest cac1134, May 8, 2007
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • May 9, 2007

21. Nonspouse Beneficiary Drirect Rollover

    By DTH, May 2, 2007
    • 3 replies
    • 1.4k views
    • 
    • masteff
    • May 3, 2007

22. Minimum distribution IRA vs Profit Sharing Plan

    By ombskid, April 30, 2007
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • May 1, 2007

23. Rolling a loan into a plan that currently does not allow for loans

    By Santo Gold, April 30, 2007
    • 2 replies
    • 1.4k views
    • 
    • Santo Gold
    • April 30, 2007

24. Partial Termination/Interium Val for Distributions?

    By Guest LCOLLINS, April 26, 2007
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • April 26, 2007

25. Non-Spouse Beneficiary Rollovers

    By Guest IRISH79, April 25, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 25, 2007

26. Social Security Leveling Option

    By Guest crosseyetester, April 25, 2007
    • 2 replies
    • 5.2k views
    • 
    • Guest
    • April 25, 2007

27. Alternate Payee QDRO Question

    By Guest Grumpy456, April 24, 2007
    • 8 replies
    • 3.3k views
    • 
    • Guest
    • April 25, 2007

28. Loan refinance

    By doombuggy, April 24, 2007
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • April 24, 2007

29. Spousal rollover from QP to inherited IRA

    By card, April 6, 2007
    • 9 replies
    • 3.7k views
    • 
    • masteff
    • April 20, 2007

30. Participant Loan 1999

    By Guest csdavis, April 10, 2007
    • 5 replies
    • 3k views
    • 
    • hr for me
    • April 16, 2007

31. Consent to Loan

    By Randy Watson, April 13, 2007
    • 2 replies
    • 1.6k views
    • 
    • Randy Watson
    • April 13, 2007

32. Distribution received 2007 and 2006 1099 reported

    By Guest kramcon, April 8, 2007
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • April 13, 2007

33. Participant is 59.5... can he take dist?

    By K-t-F, April 8, 2007
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • April 9, 2007

34. 10% early withdrawal penalty

    By Guest nipa, March 9, 2007
    • 2 replies
    • 2k views
    • 
    • Guest
    • April 8, 2007

35. Can last year's distributions count towards 1st RMD?

    By Guest Jensen, March 30, 2007
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • April 2, 2007

36. Works for Hospital... and own practice

    By K-t-F, March 30, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 30, 2007

37. PPA Shrinks Pension?

    By Guest WantsToLearn, March 29, 2007
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 30, 2007

38. Force out distribution timing

    By Kimberly S, March 28, 2007
    • 3 replies
    • 3.1k views
    • 
    • J Simmons
    • March 29, 2007

39. 2007 RMD's

    By TPAnnie, March 29, 2007
    • 2 replies
    • 1.3k views
    • 
    • TPAnnie
    • March 29, 2007

40. Exposure for Eliminating the QJSA Form of Benefit?

    By J Simmons, March 24, 2007
    • 12 replies
    • 4.3k views
    • 
    • J Simmons
    • March 28, 2007

41. First becoming a 5% owner after 70 1/2.

    By KJohnson, March 23, 2007
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • March 23, 2007

42. undetermined amount needed for hardship

    By Santo Gold, March 20, 2007
    • 6 replies
    • 2.1k views
    • 
    • wsp
    • March 22, 2007

43. 10-year averaging and Capital Gain Treatment

    By Guest Iwonder, March 19, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 20, 2007

44. Non-spouse beneficiaries

    By Santo Gold, March 13, 2007
    • 6 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • March 16, 2007

45. Death before distributions begin

    By k man, March 15, 2007
    • 8 replies
    • 1.6k views
    • 
    • k man
    • March 16, 2007

46. Incoming rollover

    By Bird, March 9, 2007
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • March 15, 2007

47. Non-spouse Beneficiary rollovers

    By KJohnson, March 14, 2007
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • March 14, 2007

48. 77 year-old participant and no RMDs

    By lexi, March 14, 2007
    • 0 replies
    • 1.1k views
    • 
    • lexi
    • March 14, 2007

49. Installment Change

    By DTH, March 9, 2007
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • March 9, 2007

50. ISW from Integrated Plan?

    By JButtrick, March 1, 2007
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • March 7, 2007