Distributions and Loans, Other than QDROs

4,177 topics in this forum

1. Need clarification on RMD for deceased participant

   By jkharvey, November 28, 2006
   • 3 replies
   • 1.6k views
   • 
   • Bird
   • November 29, 2006

2. Missing Participants

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

3. 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

4. in-service non hardship distributions

   By thepensionmaven, November 17, 2006
   • 3 replies
   • 2.1k views
   • 
   • JanetM
   • November 17, 2006

5. 2 plans... one an owner.. one an employee

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

6. Stopping RMDs

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

7. Distribution in excess of vested account balance

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

8. death of participant with no beneficiary form

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

9. Flood relief legislation?

   By Guest bmurphy61, November 9, 2006
   • 1 reply
   • 1.1k views
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   • Appleby
   • November 9, 2006

10. Distributions in a Formal Plan Termination

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

11. Missing participants who have left the country

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

12. Death Distribution

    By Guest Suanne, November 9, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 9, 2006

13. Gift to University

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

14. 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

15. deferred shares

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

16. Confusion on 401k rollover limitations...

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

17. Actuarial Adjustments

    By mming, August 18, 2006
    • 2 replies
    • 1.7k views
    • 
    • mming
    • November 1, 2006

18. RMD

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

19. Loan not paid from payroll

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

20. RMD taxability

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

21. RMDs and Plan's Form of Payment

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

22. 72(t) periodic payments

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

23. Changing the terms of the loan policy

    By Guest anne1, October 25, 2006
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • October 26, 2006

24. Distribution to Beneficiary

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

25. Prohibited Transaction

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

26. Rollover issue

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

27. corrective distributions under ppa

    By Beemer, October 18, 2006
    • 0 replies
    • 1.2k views
    • 
    • Beemer
    • October 18, 2006

28. paying off a deemed loan

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

29. Modification of loans

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

30. NonSpouse Beneficiary and PPA

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

31. Rollover to a Roth IRA

    By Guest jetfaninmn, October 6, 2006
    • 2 replies
    • 1.3k views
    • 
    • doombuggy
    • October 9, 2006

32. Multiple Employer Plan

    By pmacduff, October 5, 2006
    • 2 replies
    • 1.9k views
    • 
    • pmacduff
    • October 5, 2006

33. Loan Refinance

    By Guest DTromb, October 3, 2006
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • October 4, 2006

34. Defaulted Loan & 1099

    By Guest Bob Lees, July 24, 2001
    • 2 replies
    • 2.2k views
    • 
    • J2D2
    • October 2, 2006

35. distribution fees

    By pmacduff, September 26, 2006
    • 3 replies
    • 1.6k views
    • 
    • Leopurrd
    • September 29, 2006

36. nonspouse rollover question

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

37. Pension Payout

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

38. Truth in lending disclosure

    By Guest cbjohnson, September 19, 2006
    • 2 replies
    • 1.5k views
    • 
    • GBurns
    • September 20, 2006

39. Missed Notice on Loan

    By Dougsbpc, September 18, 2006
    • 3 replies
    • 1.6k views
    • 
    • J2D2
    • September 19, 2006

40. Loan

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

41. Rollover Distribution to an IRA

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

42. Death benefits - Non-spousal beneficiaries

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

43. Overpayment of lump sum payment from DB plan

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

44. spousal consent on a loan

    By thepensionmaven, September 5, 2006
    • 3 replies
    • 2.6k views
    • 
    • Belgarath
    • September 6, 2006

45. Outstanding 401(k) Loan when Participant Dies

    By Guest progressivejoe, September 5, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 5, 2006

46. loan rollover

    By pmacduff, August 31, 2006
    • 8 replies
    • 2.5k views
    • 
    • pmacduff
    • September 5, 2006

47. Roth RMD

    By Guest emtee, August 28, 2006
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • August 30, 2006

48. Normal Retirement

    By Guest RJF, August 28, 2006
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • August 30, 2006

49. Allocate LOSS to after-tax contributions

    By Guest esi-jht, August 29, 2006
    • 3 replies
    • 1.2k views
    • 
    • rcline46
    • August 29, 2006

50. Distributions From Worthless Account - How To Document

    By namealreadyinuse, August 28, 2006
    • 2 replies
    • 1.7k views
    • 
    • Peter Gulia
    • August 29, 2006