Distributions and Loans, Other than QDROs

4,205 topics in this forum

1. Changing the terms of the loan policy

   By Guest anne1, October 25, 2006
   • 1 reply
   • 1.6k views
   • 
   • Archimage
   • October 26, 2006

2. Distribution to Beneficiary

   By Guest notapensiongeek, October 24, 2006
   • 5 replies
   • 2.4k views
   • 
   • Belgarath
   • October 25, 2006

3. Prohibited Transaction

   By chris, October 18, 2006
   • 1 reply
   • 1.8k views
   • 
   • Peter Gulia
   • October 22, 2006

4. Rollover issue

   By Guest bergs, October 20, 2006
   • 1 reply
   • 1.8k views
   • 
   • jevd
   • October 20, 2006

5. corrective distributions under ppa

   By Beemer, October 18, 2006
   • 0 replies
   • 1.3k views
   • 
   • Beemer
   • October 18, 2006

6. paying off a deemed loan

   By Guest anne1, October 17, 2006
   • 1 reply
   • 3k views
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   • Leopurrd
   • October 17, 2006

7. Modification of loans

   By k man, October 17, 2006
   • 0 replies
   • 3.1k views
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   • k man
   • October 17, 2006

8. NonSpouse Beneficiary and PPA

   By Guest lvegas, October 16, 2006
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • October 16, 2006

9. Rollover to a Roth IRA

   By Guest jetfaninmn, October 6, 2006
   • 2 replies
   • 1.6k views
   • 
   • doombuggy
   • October 9, 2006

10. Multiple Employer Plan

    By pmacduff, October 5, 2006
    • 2 replies
    • 2.1k views
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    • pmacduff
    • October 5, 2006

11. Loan Refinance

    By Guest DTromb, October 3, 2006
    • 2 replies
    • 1.9k views
    • 
    • QDROphile
    • October 4, 2006

12. Defaulted Loan & 1099

    By Guest Bob Lees, July 24, 2001
    • 2 replies
    • 2.4k views
    • 
    • J2D2
    • October 2, 2006

13. distribution fees

    By pmacduff, September 26, 2006
    • 3 replies
    • 2k views
    • 
    • Leopurrd
    • September 29, 2006

14. nonspouse rollover question

    By Earl, September 27, 2006
    • 3 replies
    • 1.9k views
    • 
    • Earl
    • September 27, 2006

15. Pension Payout

    By Guest JD698, September 21, 2006
    • 9 replies
    • 2.4k views
    • 
    • Guest
    • September 21, 2006

16. Truth in lending disclosure

    By Guest cbjohnson, September 19, 2006
    • 2 replies
    • 1.8k views
    • 
    • GBurns
    • September 20, 2006

17. Missed Notice on Loan

    By Dougsbpc, September 18, 2006
    • 3 replies
    • 1.9k views
    • 
    • J2D2
    • September 19, 2006

18. Loan

    By joel, September 17, 2006
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • September 18, 2006

19. Rollover Distribution to an IRA

    By betheeg, September 14, 2006
    • 1 reply
    • 1.6k views
    • 
    • jevd
    • September 14, 2006

20. Death benefits - Non-spousal beneficiaries

    By Guest cansell, September 13, 2006
    • 2 replies
    • 2.5k views
    • 
    • jevd
    • September 14, 2006

21. Overpayment of lump sum payment from DB plan

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

22. spousal consent on a loan

    By thepensionmaven, September 5, 2006
    • 3 replies
    • 3.1k views
    • 
    • Belgarath
    • September 6, 2006

23. Outstanding 401(k) Loan when Participant Dies

    By Guest progressivejoe, September 5, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 5, 2006

24. loan rollover

    By pmacduff, August 31, 2006
    • 8 replies
    • 2.9k views
    • 
    • pmacduff
    • September 5, 2006

25. Roth RMD

    By Guest emtee, August 28, 2006
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • August 30, 2006

26. Normal Retirement

    By Guest RJF, August 28, 2006
    • 3 replies
    • 1.7k views
    • 
    • JanetM
    • August 30, 2006

27. Allocate LOSS to after-tax contributions

    By Guest esi-jht, August 29, 2006
    • 3 replies
    • 1.5k views
    • 
    • rcline46
    • August 29, 2006

28. Distributions From Worthless Account - How To Document

    By namealreadyinuse, August 28, 2006
    • 2 replies
    • 2.1k views
    • 
    • Peter Gulia
    • August 29, 2006

29. Infrequent dists... small plans...EFTPS....

    By Basically, August 28, 2006
    • 1 reply
    • 1.5k views
    • 
    • Jim Norman
    • August 28, 2006

30. Found Asset in termed PS Plan

    By Guest zdarskyj, August 25, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 26, 2006

31. Hardship Distribution - Primary Residence

    By whitboston, August 22, 2006
    • 3 replies
    • 2.9k views
    • 
    • JanetM
    • August 23, 2006

32. Pension Protection Act and Non-Spouse Beneficiary

    By Guest EMM118, August 22, 2006
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • August 23, 2006

33. Automatic Rollovers

    By Kevin01, August 17, 2006
    • 1 reply
    • 1.7k views
    • 
    • SoCalActuary
    • August 23, 2006

34. Loan for Bankrupt Participant

    By Guest psgross, August 14, 2006
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • August 16, 2006

35. Minimum Distribution to Parent of Owner

    By eclark, August 11, 2006
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • August 11, 2006

36. Loan or prohibited transaction

    By Lori H, August 8, 2006
    • 3 replies
    • 1.8k views
    • 
    • four01kman
    • August 8, 2006

37. Unrequested distribution made - who is responsible?

    By Guest crs, August 7, 2006
    • 5 replies
    • 2k views
    • 
    • Guest
    • August 8, 2006

38. In Service Distributions and Loans

    By Guest smac, August 8, 2006
    • 1 reply
    • 1.7k views
    • 
    • Leopurrd
    • August 8, 2006

39. Pension Bill/ Non-Spouse Beneficiary

    By Guest Gompers, August 4, 2006
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • August 4, 2006

40. Forgotten 1099

    By Guest Twinky, July 31, 2006
    • 8 replies
    • 2.9k views
    • 
    • Guest
    • August 3, 2006

41. Distribution From Multiemployer plan

    By RCK, July 28, 2006
    • 4 replies
    • 2.6k views
    • 
    • RTK
    • August 3, 2006

42. Dist Processing Fees

    By Guest HiKidsImASrPensionAdmin, August 1, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 1, 2006

43. RMDs and Plan Terminations

    By davef, July 14, 2006
    • 5 replies
    • 5.3k views
    • 
    • Bird
    • July 31, 2006

44. Participant loan -- deemed distribution

    By Guest Jensen, July 28, 2006
    • 2 replies
    • 4.2k views
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    • JanetM
    • July 28, 2006

45. Loan Rollover

    By Guest Beachgirl, July 26, 2006
    • 2 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • July 26, 2006

46. Death after failure to take RMD

    By PMC, July 25, 2006
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • July 25, 2006

47. Deceased Participant With Outstanding Loan

    By bzorc, July 25, 2006
    • 1 reply
    • 2k views
    • 
    • RTK
    • July 25, 2006

48. Which tax form to use

    By Guest RJMOB, July 19, 2006
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • July 21, 2006

49. alternate payee beneficiary

    By Earl, June 30, 2006
    • 11 replies
    • 6.3k views
    • 
    • Kirk Maldonado
    • July 13, 2006

50. 70 1/2 Required Minimum Distribution

    By Jilliandiz, July 12, 2006
    • 3 replies
    • 1.7k views
    • 
    • Sully
    • July 13, 2006