Distributions and Loans, Other than QDROs

4,188 topics in this forum

1. early payments on a loan

   By betheeg, December 15, 2006
   • 4 replies
   • 1.8k views
   • 
   • PLAN MAN
   • December 27, 2006

2. TEFRA 242(b) issue

   By bzorc, December 22, 2006
   • 3 replies
   • 2.4k views
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   • KJohnson
   • December 26, 2006

3. 1099-R Code / Minimum Distribution?

   By Guest notapensiongeek, December 20, 2006
   • 3 replies
   • 1.8k views
   • 
   • A Shot in the Dark
   • December 21, 2006

4. Nonspouse beneficiary of qualified plan and IRA rollover

   By Guest P Williamson, December 14, 2006
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • December 16, 2006

5. Remove hardship from plan

   By Santo Gold, December 13, 2006
   • 7 replies
   • 3.9k views
   • 
   • JanetM
   • December 14, 2006

6. RMDs where spousal beneficiary dies

   By Bird, December 12, 2006
   • 0 replies
   • 1.1k views
   • 
   • Bird
   • December 12, 2006

7. RMDs

   By doombuggy, November 27, 2006
   • 5 replies
   • 1.8k views
   • 
   • doombuggy
   • December 5, 2006

8. 2005 money returned - employee not eligible yet

   By Guest akv, November 21, 2006
   • 1 reply
   • 1.3k views
   • 
   • Jim Chad
   • December 1, 2006

9. Loans and death

   By Guest jetfaninmn, November 16, 2006
   • 3 replies
   • 1.5k views
   • 
   • JanetM
   • November 30, 2006

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

    By Guest crosseyetester, November 30, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 30, 2006

11. Return of Hardship Distribution

    By Guest msprice, November 20, 2006
    • 10 replies
    • 3.2k views
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    • QDROphile
    • November 29, 2006

12. Need clarification on RMD for deceased participant

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

13. Missing Participants

    By Guest lindamichals, November 14, 2006
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • November 27, 2006

14. 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

15. in-service non hardship distributions

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

16. 2 plans... one an owner.. one an employee

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

17. Stopping RMDs

    By Guest babs51, November 14, 2006
    • 1 reply
    • 2k views
    • 
    • Leopurrd
    • November 14, 2006

18. Distribution in excess of vested account balance

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

19. death of participant with no beneficiary form

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

20. Flood relief legislation?

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

21. Distributions in a Formal Plan Termination

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

22. Missing participants who have left the country

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

23. Death Distribution

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

24. Gift to University

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

25. 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

26. deferred shares

    By Guest rrkluchki, November 6, 2006
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 6, 2006

27. Confusion on 401k rollover limitations...

    By Guest Zebo, November 3, 2006
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 3, 2006

28. Actuarial Adjustments

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

29. RMD

    By Guest jetfaninmn, October 31, 2006
    • 2 replies
    • 1.5k views
    • 
    • Belgarath
    • November 1, 2006

30. Loan not paid from payroll

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

31. RMD taxability

    By Guest BigBish, October 31, 2006
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • October 31, 2006

32. RMDs and Plan's Form of Payment

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

33. 72(t) periodic payments

    By Earl, October 27, 2006
    • 0 replies
    • 1.2k views
    • 
    • Earl
    • October 27, 2006

34. Changing the terms of the loan policy

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

35. Distribution to Beneficiary

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

36. Prohibited Transaction

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

37. Rollover issue

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

38. corrective distributions under ppa

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

39. paying off a deemed loan

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

40. Modification of loans

    By k man, October 17, 2006
    • 0 replies
    • 2.8k views
    • 
    • k man
    • October 17, 2006

41. NonSpouse Beneficiary and PPA

    By Guest lvegas, October 16, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 16, 2006

42. Rollover to a Roth IRA

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

43. Multiple Employer Plan

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

44. Loan Refinance

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

45. Defaulted Loan & 1099

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

46. distribution fees

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

47. nonspouse rollover question

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

48. Pension Payout

    By Guest JD698, September 21, 2006
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • September 21, 2006

49. Truth in lending disclosure

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

50. Missed Notice on Loan

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