Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Remove hardship from plan

   By Santo Gold, December 13, 2006
   • 7 replies
   • 3.7k views
   • 
   • JanetM
   • December 14, 2006

2. RMDs where spousal beneficiary dies

   By Bird, December 12, 2006
   • 0 replies
   • 1k views
   • 
   • Bird
   • December 12, 2006

3. Partial Distributions - Protected Benefit?

   By Guest mainer, December 1, 2006
   • 2 replies
   • 2.7k views
   • 
   • Guest
   • June 18, 2009

4. Relative Value Statements - do Single participants or MRD's get them?

   By Guest crosseyetester, November 30, 2006
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • November 30, 2006

5. Need clarification on RMD for deceased participant

   By jkharvey, November 28, 2006
   • 3 replies
   • 1.5k views
   • 
   • Bird
   • November 29, 2006

6. RMDs

   By doombuggy, November 27, 2006
   • 5 replies
   • 1.7k views
   • 
   • doombuggy
   • December 5, 2006

7. 2005 money returned - employee not eligible yet

   By Guest akv, November 21, 2006
   • 1 reply
   • 1.2k views
   • 
   • Jim Chad
   • December 1, 2006

8. Return of Hardship Distribution

   By Guest msprice, November 20, 2006
   • 10 replies
   • 3.1k views
   • 
   • QDROphile
   • November 29, 2006

9. Death of a terminated vested participant under age 55

   By Guest crosseyetester, November 17, 2006
   • 1 reply
   • 1.2k views
   • 
   • david rigby
   • November 17, 2006

10. in-service non hardship distributions

    By thepensionmaven, November 17, 2006
    • 3 replies
    • 2k views
    • 
    • JanetM
    • November 17, 2006

11. Loans and death

    By Guest jetfaninmn, November 16, 2006
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • November 30, 2006

12. 2 plans... one an owner.. one an employee

    By K-t-F, November 15, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • November 15, 2006

13. Missing Participants

    By Guest lindamichals, November 14, 2006
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • November 27, 2006

14. Stopping RMDs

    By Guest babs51, November 14, 2006
    • 1 reply
    • 1.9k views
    • 
    • Leopurrd
    • November 14, 2006

15. Distribution in excess of vested account balance

    By Guest ewhitmore, November 13, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • November 13, 2006

16. death of participant with no beneficiary form

    By betheeg, November 10, 2006
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • November 10, 2006

17. Flood relief legislation?

    By Guest bmurphy61, November 9, 2006
    • 1 reply
    • 1k views
    • 
    • Appleby
    • November 9, 2006

18. Distributions in a Formal Plan Termination

    By commishvp, November 9, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • November 9, 2006

19. Death Distribution

    By Guest Suanne, November 9, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 9, 2006

20. Gift to University

    By §#$%!, November 8, 2006
    • 2 replies
    • 1.2k views
    • 
    • jevd
    • November 8, 2006

21. Missing participants who have left the country

    By AlbanyConsultant, November 8, 2006
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • November 9, 2006

22. Loan Documentation w/out Administrator -- Profit Sharing Plan -- 1-person company

    By Guest Rob Gorman, November 7, 2006
    • 2 replies
    • 1.4k views
    • 
    • Leopurrd
    • November 8, 2006

23. deferred shares

    By Guest rrkluchki, November 6, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 6, 2006

24. Confusion on 401k rollover limitations...

    By Guest Zebo, November 3, 2006
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 3, 2006

25. RMD

    By Guest jetfaninmn, October 31, 2006
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • November 1, 2006

26. RMD taxability

    By Guest BigBish, October 31, 2006
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • October 31, 2006

27. Loan not paid from payroll

    By doombuggy, October 27, 2006
    • 2 replies
    • 1.5k views
    • 
    • doombuggy
    • November 1, 2006

28. RMDs and Plan's Form of Payment

    By KateSmithPA, October 27, 2006
    • 1 reply
    • 1.4k views
    • 
    • Leopurrd
    • October 27, 2006

29. 72(t) periodic payments

    By Earl, October 27, 2006
    • 0 replies
    • 1.1k views
    • 
    • Earl
    • October 27, 2006

30. Changing the terms of the loan policy

    By Guest anne1, October 25, 2006
    • 1 reply
    • 1.2k views
    • 
    • Archimage
    • October 26, 2006

31. Distribution to Beneficiary

    By Guest notapensiongeek, October 24, 2006
    • 5 replies
    • 2.2k views
    • 
    • Belgarath
    • October 25, 2006

32. Rollover issue

    By Guest bergs, October 20, 2006
    • 1 reply
    • 1.6k views
    • 
    • jevd
    • October 20, 2006

33. Prohibited Transaction

    By chris, October 18, 2006
    • 1 reply
    • 1.5k views
    • 
    • Peter Gulia
    • October 22, 2006

34. corrective distributions under ppa

    By Beemer, October 18, 2006
    • 0 replies
    • 1.1k views
    • 
    • Beemer
    • October 18, 2006

35. paying off a deemed loan

    By Guest anne1, October 17, 2006
    • 1 reply
    • 2.8k views
    • 
    • Leopurrd
    • October 17, 2006

36. Modification of loans

    By k man, October 17, 2006
    • 0 replies
    • 2.7k views
    • 
    • k man
    • October 17, 2006

37. NonSpouse Beneficiary and PPA

    By Guest lvegas, October 16, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 16, 2006

38. Rollover to a Roth IRA

    By Guest jetfaninmn, October 6, 2006
    • 2 replies
    • 1.2k views
    • 
    • doombuggy
    • October 9, 2006

39. Multiple Employer Plan

    By pmacduff, October 5, 2006
    • 2 replies
    • 1.8k views
    • 
    • pmacduff
    • October 5, 2006

40. Loan Refinance

    By Guest DTromb, October 3, 2006
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • October 4, 2006

41. nonspouse rollover question

    By Earl, September 27, 2006
    • 3 replies
    • 1.5k views
    • 
    • Earl
    • September 27, 2006

42. distribution fees

    By pmacduff, September 26, 2006
    • 3 replies
    • 1.5k views
    • 
    • Leopurrd
    • September 29, 2006

43. Life Insurance and RMD

    By KateSmithPA, September 21, 2006
    • 3 replies
    • 3.3k views
    • 
    • Bird
    • March 14, 2017

44. Pension Payout

    By Guest JD698, September 21, 2006
    • 9 replies
    • 2k views
    • 
    • Guest
    • September 21, 2006

45. Truth in lending disclosure

    By Guest cbjohnson, September 19, 2006
    • 2 replies
    • 1.4k views
    • 
    • GBurns
    • September 20, 2006

46. Missed Notice on Loan

    By Dougsbpc, September 18, 2006
    • 3 replies
    • 1.5k views
    • 
    • J2D2
    • September 19, 2006

47. Loan

    By joel, September 17, 2006
    • 1 reply
    • 1.2k views
    • 
    • Michael Devault
    • September 18, 2006

48. Rollover Distribution to an IRA

    By betheeg, September 14, 2006
    • 1 reply
    • 1.3k views
    • 
    • jevd
    • September 14, 2006

49. Death benefits - Non-spousal beneficiaries

    By Guest cansell, September 13, 2006
    • 2 replies
    • 2.3k views
    • 
    • jevd
    • September 14, 2006

50. Overpayment of lump sum payment from DB plan

    By katieinny, September 8, 2006
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • September 10, 2006