Distributions and Loans, Other than QDROs

4,188 topics in this forum

1. Loan

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

2. Rollover Distribution to an IRA

   By betheeg, September 14, 2006
   • 1 reply
   • 1.4k views
   • 
   • jevd
   • September 14, 2006

3. Death benefits - Non-spousal beneficiaries

   By Guest cansell, September 13, 2006
   • 2 replies
   • 2.4k views
   • 
   • jevd
   • September 14, 2006

4. Overpayment of lump sum payment from DB plan

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

5. spousal consent on a loan

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

6. Outstanding 401(k) Loan when Participant Dies

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

7. loan rollover

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

8. Roth RMD

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

9. Normal Retirement

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

10. Allocate LOSS to after-tax contributions

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

11. Distributions From Worthless Account - How To Document

    By namealreadyinuse, August 28, 2006
    • 2 replies
    • 1.8k views
    • 
    • Peter Gulia
    • August 29, 2006

12. Infrequent dists... small plans...EFTPS....

    By K-t-F, August 28, 2006
    • 1 reply
    • 1.3k views
    • 
    • Jim Norman
    • August 28, 2006

13. Found Asset in termed PS Plan

    By Guest zdarskyj, August 25, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 26, 2006

14. Hardship Distribution - Primary Residence

    By whitboston, August 22, 2006
    • 3 replies
    • 2.4k views
    • 
    • JanetM
    • August 23, 2006

15. Pension Protection Act and Non-Spouse Beneficiary

    By Guest EMM118, August 22, 2006
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • August 23, 2006

16. Automatic Rollovers

    By Kevin01, August 17, 2006
    • 1 reply
    • 1.5k views
    • 
    • SoCalActuary
    • August 23, 2006

17. Loan for Bankrupt Participant

    By Guest psgross, August 14, 2006
    • 7 replies
    • 2k views
    • 
    • Guest
    • August 16, 2006

18. Minimum Distribution to Parent of Owner

    By eclark, August 11, 2006
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • August 11, 2006

19. Loan or prohibited transaction

    By Lori H, August 8, 2006
    • 3 replies
    • 1.5k views
    • 
    • four01kman
    • August 8, 2006

20. Unrequested distribution made - who is responsible?

    By Guest crs, August 7, 2006
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • August 8, 2006

21. In Service Distributions and Loans

    By Guest smac, August 8, 2006
    • 1 reply
    • 1.5k views
    • 
    • Leopurrd
    • August 8, 2006

22. Pension Bill/ Non-Spouse Beneficiary

    By Guest Gompers, August 4, 2006
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • August 4, 2006

23. Forgotten 1099

    By Guest Twinky, July 31, 2006
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • August 3, 2006

24. Distribution From Multiemployer plan

    By RCK, July 28, 2006
    • 4 replies
    • 2.3k views
    • 
    • RTK
    • August 3, 2006

25. Dist Processing Fees

    By Guest HiKidsImASrPensionAdmin, August 1, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 1, 2006

26. RMDs and Plan Terminations

    By davef, July 14, 2006
    • 5 replies
    • 4.9k views
    • 
    • Bird
    • July 31, 2006

27. Participant loan -- deemed distribution

    By Guest Jensen, July 28, 2006
    • 2 replies
    • 4k views
    • 
    • JanetM
    • July 28, 2006

28. Loan Rollover

    By Guest Beachgirl, July 26, 2006
    • 2 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • July 26, 2006

29. Death after failure to take RMD

    By PMC, July 25, 2006
    • 1 reply
    • 1.4k views
    • 
    • jpod
    • July 25, 2006

30. Deceased Participant With Outstanding Loan

    By bzorc, July 25, 2006
    • 1 reply
    • 1.7k views
    • 
    • RTK
    • July 25, 2006

31. Which tax form to use

    By Guest RJMOB, July 19, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 21, 2006

32. alternate payee beneficiary

    By Earl, June 30, 2006
    • 11 replies
    • 5.9k views
    • 
    • Kirk Maldonado
    • July 13, 2006

33. 70 1/2 Required Minimum Distribution

    By Jilliandiz, July 12, 2006
    • 3 replies
    • 1.5k views
    • 
    • Sully
    • July 13, 2006

34. Distribution... protection?

    By K-t-F, July 10, 2006
    • 9 replies
    • 2k views
    • 
    • K-t-F
    • July 11, 2006

35. Election Change

    By Guest RCR266, July 11, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 11, 2006

36. TEFRA Notices

    By Guest Bizitchie, June 14, 2006
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • July 11, 2006

37. Loans before level amortization required?

    By Guest BXO, July 7, 2006
    • 5 replies
    • 1.5k views
    • 
    • rcline46
    • July 9, 2006

38. EGTRRA change

    By Guest bergs, July 7, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 7, 2006

39. Uncashed/stale-dated checks to be returned to Trust assets

    By Guest Iwonder, June 7, 2006
    • 21 replies
    • 14.8k views
    • 
    • Guest
    • July 6, 2006

40. RMD... Bene a Trust

    By K-t-F, June 30, 2006
    • 4 replies
    • 3k views
    • 
    • Appleby
    • July 3, 2006

41. plan termination and distributions

    By eilano, June 29, 2006
    • 1 reply
    • 1.3k views
    • 
    • namealreadyinuse
    • June 29, 2006

42. Rollover from DC Plan to DB Plan

    By Guest TedMunice, June 27, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 27, 2006

43. Newly terminated single participant dies before lump sum

    By Guest crosseyetester, June 22, 2006
    • 3 replies
    • 2k views
    • 
    • Guest
    • June 23, 2006

44. QDRO

    By Guest lskin, June 19, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 19, 2006

45. Distribution Made Prior to Document Payout Date

    By Guest LCOLLINS, June 15, 2006
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • June 15, 2006

46. How to proceed when distributions taken but not allowed

    By Guest FLALADY, June 14, 2006
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • June 14, 2006

47. Distributions after the later of Age 62 or NRA...

    By Leopurrd, June 14, 2006
    • 0 replies
    • 1.5k views
    • 
    • Leopurrd
    • June 14, 2006

48. Documenting Hardship for Next 12 Months of Education Expenses

    By namealreadyinuse, June 13, 2006
    • 1 reply
    • 1.6k views
    • 
    • Nate X
    • June 14, 2006

49. How Much Security for Loans -

    By namealreadyinuse, June 14, 2006
    • 1 reply
    • 1.2k views
    • 
    • Leopurrd
    • June 14, 2006

50. Distribution from DC Plan Prior to Payout Date

    By Guest LCOLLINS, June 12, 2006
    • 0 replies
    • 1k views
    • 
    • Guest
    • June 12, 2006