Distributions and Loans, Other than QDROs

4,199 topics in this forum

1. RMD... Bene a Trust

   By Basically, June 30, 2006
   • 4 replies
   • 3.1k views
   • 
   • Appleby
   • July 3, 2006

2. plan termination and distributions

   By eilano, June 29, 2006
   • 1 reply
   • 1.4k views
   • 
   • namealreadyinuse
   • June 29, 2006

3. Rollover from DC Plan to DB Plan

   By Guest TedMunice, June 27, 2006
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • June 27, 2006

4. Newly terminated single participant dies before lump sum

   By Guest crosseyetester, June 22, 2006
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • June 23, 2006

5. QDRO

   By Guest lskin, June 19, 2006
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • June 19, 2006

6. Distribution Made Prior to Document Payout Date

   By Guest LCOLLINS, June 15, 2006
   • 1 reply
   • 1.4k views
   • 
   • Bird
   • June 15, 2006

7. How to proceed when distributions taken but not allowed

   By Guest FLALADY, June 14, 2006
   • 1 reply
   • 1.5k views
   • 
   • JanetM
   • June 14, 2006

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

   By Leopurrd, June 14, 2006
   • 0 replies
   • 1.6k views
   • 
   • Leopurrd
   • June 14, 2006

9. Documenting Hardship for Next 12 Months of Education Expenses

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

10. How Much Security for Loans -

    By namealreadyinuse, June 14, 2006
    • 1 reply
    • 1.4k views
    • 
    • Leopurrd
    • June 14, 2006

11. Distribution from DC Plan Prior to Payout Date

    By Guest LCOLLINS, June 12, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 12, 2006

12. spousal consent needed for hardship?

    By Santo Gold, June 12, 2006
    • 1 reply
    • 1.4k views
    • 
    • Santo Gold
    • June 12, 2006

13. Death Benefits and Outstanding Loans

    By jaxon1225, June 6, 2006
    • 3 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • June 7, 2006

14. Who is responsible to deem a participant loan?

    By Guest CJJ, May 18, 2006
    • 11 replies
    • 3.6k views
    • 
    • FormsRstillmylife
    • June 7, 2006

15. State withholding

    By SMB, May 17, 2006
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • June 7, 2006

16. Withholding by state (1) after moving to state (2) - 10 year rule?

    By JDuns, May 31, 2006
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • June 2, 2006

17. No spousal consent in PS/401(k) Plans...

    By AlbanyConsultant, May 25, 2006
    • 9 replies
    • 6.6k views
    • 
    • SMB
    • May 25, 2006

18. Distribution from DB

    By Randy Watson, May 3, 2006
    • 5 replies
    • 1.8k views
    • 
    • Randy Watson
    • May 24, 2006

19. Distribution from a Defined Benefit Plan with insurance

    By Guest fresno, May 18, 2006
    • 12 replies
    • 3.7k views
    • 
    • Belgarath
    • May 22, 2006

20. Loan from 401(k) Plan to participant on Disablility

    By buckaroo, April 19, 2006
    • 8 replies
    • 2.1k views
    • 
    • SMB
    • May 17, 2006

21. Plan Termination and the distribution

    By Guest jetfaninmn, May 3, 2006
    • 11 replies
    • 3k views
    • 
    • Guest
    • May 16, 2006

22. Loans

    By Guest lindamichals, May 11, 2006
    • 2 replies
    • 1.5k views
    • 
    • ERISAnut
    • May 15, 2006

23. Designated Beneficiary

    By Randy Watson, May 12, 2006
    • 3 replies
    • 1.5k views
    • 
    • RTK
    • May 12, 2006

24. RMD in years following death of participant

    By thepensionmaven, May 3, 2006
    • 4 replies
    • 2.2k views
    • 
    • ERISAnut
    • May 9, 2006

25. No beneficiary

    By k man, May 5, 2006
    • 9 replies
    • 2.2k views
    • 
    • GBurns
    • May 9, 2006

26. Loan Interest Rates

    By Jilliandiz, May 4, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • May 4, 2006

27. Form of Loan Repayment

    By pompton, May 2, 2006
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 3, 2006

28. 10% early withdrawl penalty

    By k man, May 1, 2006
    • 3 replies
    • 1.8k views
    • 
    • ERISAnut
    • May 3, 2006

29. loans:deemed distributions on a takeover plan

    By Lori H, April 18, 2006
    • 1 reply
    • 1.5k views
    • 
    • ERISAnut
    • May 2, 2006

30. 1099R for missing participant?

    By Guest DazedAndConfused, April 26, 2006
    • 3 replies
    • 2k views
    • 
    • JanetM
    • April 27, 2006

31. Ineligible Deferrals

    By Leopurrd, April 26, 2006
    • 3 replies
    • 2.7k views
    • 
    • Leopurrd
    • April 27, 2006

32. 1099-R J&S Distribution Code

    By Guest lvegas, April 19, 2006
    • 1 reply
    • 1.8k views
    • 
    • ERISAnut
    • April 27, 2006

33. rmd for deceased participant

    By Lori H, April 25, 2006
    • 5 replies
    • 2.7k views
    • 
    • Lori H
    • April 26, 2006

34. terminated participant with loan

    By thepensionmaven, April 22, 2006
    • 1 reply
    • 1.5k views
    • 
    • stephen
    • April 24, 2006

35. Participant with Loan on Leave of absence

    By Guest beccafaith, April 19, 2006
    • 3 replies
    • 1.7k views
    • 
    • E as in ERISA
    • April 20, 2006

36. John Hancock distributions

    By Bird, April 17, 2006
    • 5 replies
    • 3k views
    • 
    • Ron Snyder
    • April 18, 2006

37. Annuities from a DC plan

    By Guest Grumpy456, April 18, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 18, 2006

38. Loan from defunct P.C.

    By Lori H, April 6, 2006
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • April 17, 2006

39. Can a loan be rolled over?

    By Santo Gold, April 11, 2006
    • 8 replies
    • 3.9k views
    • 
    • namealreadyinuse
    • April 12, 2006

40. Invalid in service distribution

    By Guest padmin, April 10, 2006
    • 11 replies
    • 2.5k views
    • 
    • Bird
    • April 11, 2006

41. Late RMD - which year for 1099?

    By Guest Rider, April 7, 2006
    • 3 replies
    • 1.8k views
    • 
    • jevd
    • April 10, 2006

42. Distribution Fees and Residual Distributions

    By Guest CindyB, April 6, 2006
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • April 6, 2006

43. Death before RBD - Spousal options?

    By TBob, March 30, 2006
    • 9 replies
    • 3.4k views
    • 
    • jevd
    • March 31, 2006

44. Involuntary cashouts

    By Guest mparker2028, March 28, 2006
    • 1 reply
    • 1.5k views
    • 
    • namealreadyinuse
    • March 28, 2006

45. Loans in balanced forward plan

    By rlb64, March 27, 2006
    • 1 reply
    • 1.5k views
    • 
    • stephen
    • March 28, 2006

46. Distributions from Multiple Employer Plan

    By Guest VEBA Las Vegas, February 20, 2006
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • March 23, 2006

47. Can active participants over age 72 make MRD elections now?

    By Guest crosseyetester, March 22, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 22, 2006

48. Required Distributions - Defined Contribution Plan

    By luissaha, March 21, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 22, 2006

49. "Counterproductive actions" hardship distribution provision, Anyone have experiences/thoughts about using this provision

    By namealreadyinuse, March 16, 2006
    • 1 reply
    • 1.7k views
    • 
    • Dan
    • March 21, 2006

50. Hardship distribution documentation

    By Dan, March 21, 2006
    • 3 replies
    • 3.5k views
    • 
    • stephen
    • March 21, 2006