Distributions and Loans, Other than QDROs

4,201 topics in this forum

1. The end of the 8109?

   By AlbanyConsultant, July 17, 2007
   • 6 replies
   • 3.4k views
   • 
   • AlbanyConsultant
   • July 19, 2007

2. in-Service Withdrawal Employer Profit Sharing

   By Guest NeophiteTPA, July 18, 2007
   • 1 reply
   • 2.3k views
   • 
   • Jim Chad
   • July 18, 2007

3. RMDs to non-employee elected officials?

   By EGB, July 18, 2007
   • 0 replies
   • 1.1k views
   • 
   • EGB
   • July 18, 2007

4. RMD & Death question

   By Earl, July 13, 2007
   • 3 replies
   • 1.4k views
   • 
   • Earl
   • July 13, 2007

5. Are non-owner rmd elections required? can they be changed?

   By Guest crosseyetester, July 13, 2007
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • July 13, 2007

6. Congressional Authorization of Loans (401k/404c)

   By Guest TrustButVerify, July 10, 2007
   • 1 reply
   • 1.3k views
   • 
   • jpod
   • July 10, 2007

7. Hardship - Buy-out Spouse Interest in Home (Divorce)

   By Guest IRISH79, March 29, 2007
   • 5 replies
   • 5.4k views
   • 
   • Guest
   • July 5, 2007

8. Correction for 70-1/2 Rollover to IRA

   By Guest Judy S, July 5, 2007
   • 3 replies
   • 2.3k views
   • 
   • Guest
   • July 5, 2007

9. age 70-1/2 election form

   By JessFSA, July 3, 2007
   • 2 replies
   • 2.1k views
   • 
   • JessFSA
   • July 4, 2007

10. RMD age 70.5

    By Lori H, June 28, 2007
    • 3 replies
    • 2.2k views
    • 
    • Belgarath
    • June 29, 2007

11. Proper Tax Code to use for Loan Offset due to Disability

    By Bruddah Kimo, June 28, 2007
    • 2 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • June 29, 2007

12. Force out small balances

    By pmacduff, June 28, 2007
    • 3 replies
    • 2.6k views
    • 
    • JanetM
    • June 29, 2007

13. loan default - 1099

    By k man, June 22, 2007
    • 4 replies
    • 2k views
    • 
    • Kimberly S
    • June 28, 2007

14. In-Service Provision and Loans

    By eclark, June 28, 2007
    • 2 replies
    • 1.4k views
    • 
    • WDIK
    • June 28, 2007

15. Loan in Default - 1099R question

    By Guest DazedAndConfused, June 25, 2007
    • 1 reply
    • 1.8k views
    • 
    • Jim Chad
    • June 27, 2007

16. Loan in Default - accrued earnings

    By Guest DazedAndConfused, June 25, 2007
    • 1 reply
    • 1.3k views
    • 
    • Jim Chad
    • June 27, 2007

17. Hardship qualification

    By Guest ewhitmore, June 27, 2007
    • 2 replies
    • 1.7k views
    • 
    • JanetM
    • June 27, 2007

18. Death Benefits & REA & Terminated Vested participants

    By Guest crosseyetester, June 26, 2007
    • 2 replies
    • 6.2k views
    • 
    • david rigby
    • June 27, 2007

19. Withholding on distribution to Estate

    By dmwe, June 26, 2007
    • 1 reply
    • 1.4k views
    • 
    • wsp
    • June 26, 2007

20. Can small loan balances be written off?

    By Guest Steven P., June 26, 2007
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • June 26, 2007

21. refinance

    By wsp, June 22, 2007
    • 2 replies
    • 1.7k views
    • 
    • wsp
    • June 22, 2007

22. 401k IRC 72p

    By Guest TrustButVerify, June 21, 2007
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • June 22, 2007

23. Prohibited Transaction ?

    By Guest AlyssaC, June 21, 2007
    • 1 reply
    • 1.3k views
    • 
    • wsp
    • June 21, 2007

24. Non-spouse Beneficiary

    By Guest jefe96, May 24, 2007
    • 6 replies
    • 2.7k views
    • 
    • J Simmons
    • June 19, 2007

25. 402(f) Tax Notice Including Roth 401(k) Discussion?

    By namealreadyinuse, June 15, 2007
    • 5 replies
    • 2.4k views
    • 
    • blue
    • June 18, 2007

26. IRA Custodian Refuses to Correct

    By Guest cac1134, June 18, 2007
    • 5 replies
    • 1.9k views
    • 
    • Appleby
    • June 18, 2007

27. Participant in a coma

    By dmb, October 18, 2001
    • 5 replies
    • 2.6k views
    • 
    • Mike Preston
    • June 18, 2007

28. Terminated Plan

    By Randy Watson, June 13, 2007
    • 2 replies
    • 1.5k views
    • 
    • Randy Watson
    • June 13, 2007

29. Authority to process distribs after resigning

    By MSN, June 12, 2007
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • June 12, 2007

30. Excess Safe Hrabor Match

    By doombuggy, June 8, 2007
    • 1 reply
    • 1.5k views
    • 
    • JanetM
    • June 8, 2007

31. Must spousal consent comply w/ Reg Z ?

    By Guest dlarius, June 7, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 7, 2007

32. Disclaimed Death Benefit

    By DTH, June 5, 2007
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 5, 2007

33. Death Benefit to Spouse

    By DTH, May 17, 2007
    • 7 replies
    • 2.5k views
    • 
    • masteff
    • May 31, 2007

34. QJSA

    By Guest blabukiff, May 24, 2007
    • 19 replies
    • 3.3k views
    • 
    • Guest
    • May 30, 2007

35. Loan Interest Rates

    By FundeK, May 29, 2007
    • 2 replies
    • 1.4k views
    • 
    • FundeK
    • May 29, 2007

36. Redeposit of Stale Checks

    By TBob, May 22, 2007
    • 1 reply
    • 2.1k views
    • 
    • JanetM
    • May 23, 2007

37. Number of loans

    By PMC, May 21, 2007
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • May 22, 2007

38. Should we distribute?

    By Guest zora, May 21, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 21, 2007

39. Hardship, distributed too much

    By Dan, May 14, 2007
    • 4 replies
    • 2k views
    • 
    • wsp
    • May 14, 2007

40. Federal tax withholding/945 reporting

    By Guest FutureOne, May 10, 2007
    • 2 replies
    • 1.6k views
    • 
    • wsp
    • May 10, 2007

41. Involuntary cash-outs at latest commencement date?

    By Guest cac1134, May 8, 2007
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • May 9, 2007

42. Nonspouse Beneficiary Drirect Rollover

    By DTH, May 2, 2007
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • May 3, 2007

43. Minimum distribution IRA vs Profit Sharing Plan

    By ombskid, April 30, 2007
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • May 1, 2007

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

    By Santo Gold, April 30, 2007
    • 2 replies
    • 1.6k views
    • 
    • Santo Gold
    • April 30, 2007

45. Partial Termination/Interium Val for Distributions?

    By Guest LCOLLINS, April 26, 2007
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • April 26, 2007

46. Non-Spouse Beneficiary Rollovers

    By Guest IRISH79, April 25, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 25, 2007

47. Social Security Leveling Option

    By Guest crosseyetester, April 25, 2007
    • 2 replies
    • 5.5k views
    • 
    • Guest
    • April 25, 2007

48. Alternate Payee QDRO Question

    By Guest Grumpy456, April 24, 2007
    • 8 replies
    • 3.7k views
    • 
    • Guest
    • April 25, 2007

49. Loan refinance

    By doombuggy, April 24, 2007
    • 1 reply
    • 1.5k views
    • 
    • masteff
    • April 24, 2007

50. Spousal rollover from QP to inherited IRA

    By card, April 6, 2007
    • 9 replies
    • 4k views
    • 
    • masteff
    • April 20, 2007