Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. terminated participant with loan

   By thepensionmaven, April 22, 2006
   • 1 reply
   • 1.2k views
   • 
   • stephen
   • April 24, 2006

2. Participant with Loan on Leave of absence

   By Guest beccafaith, April 19, 2006
   • 3 replies
   • 1.5k views
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   • E as in ERISA
   • April 20, 2006

3. John Hancock distributions

   By Bird, April 17, 2006
   • 5 replies
   • 2.4k views
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   • Ron Snyder
   • April 18, 2006

4. Annuities from a DC plan

   By Guest Grumpy456, April 18, 2006
   • 0 replies
   • 1.1k views
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   • Guest
   • April 18, 2006

5. Loan from defunct P.C.

   By Lori H, April 6, 2006
   • 7 replies
   • 1.5k views
   • 
   • Guest
   • April 17, 2006

6. Can a loan be rolled over?

   By Santo Gold, April 11, 2006
   • 8 replies
   • 3.7k views
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   • namealreadyinuse
   • April 12, 2006

7. Invalid in service distribution

   By Guest padmin, April 10, 2006
   • 11 replies
   • 2.3k views
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   • Bird
   • April 11, 2006

8. Late RMD - which year for 1099?

   By Guest Rider, April 7, 2006
   • 3 replies
   • 1.5k views
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   • jevd
   • April 10, 2006

9. Distribution Fees and Residual Distributions

   By Guest CindyB, April 6, 2006
   • 0 replies
   • 1.4k views
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   • Guest
   • April 6, 2006

10. Death before RBD - Spousal options?

    By TBob, March 30, 2006
    • 9 replies
    • 3.1k views
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    • jevd
    • March 31, 2006

11. Involuntary cashouts

    By Guest mparker2028, March 28, 2006
    • 1 reply
    • 1.4k views
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    • namealreadyinuse
    • March 28, 2006

12. Loans in balanced forward plan

    By rlb64, March 27, 2006
    • 1 reply
    • 1.3k views
    • 
    • stephen
    • March 28, 2006

13. Distributions from Multiple Employer Plan

    By Guest VEBA Las Vegas, February 20, 2006
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • March 23, 2006

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

    By Guest crosseyetester, March 22, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 22, 2006

15. Required Distributions - Defined Contribution Plan

    By luissaha, March 21, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 22, 2006

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

    By namealreadyinuse, March 16, 2006
    • 1 reply
    • 1.6k views
    • 
    • Dan
    • March 21, 2006

17. Hardship distribution documentation

    By Dan, March 21, 2006
    • 3 replies
    • 3.3k views
    • 
    • stephen
    • March 21, 2006

18. Going from co. to co. in a controlled group

    By AlbanyConsultant, March 17, 2006
    • 2 replies
    • 1.8k views
    • 
    • Locust
    • March 17, 2006

19. widow and mininum required distributions

    By eilano, March 15, 2006
    • 2 replies
    • 1.3k views
    • 
    • eilano
    • March 16, 2006

20. Distribution to Non-Spouse Beneficiary

    By Guest TracyAndrews, March 15, 2006
    • 2 replies
    • 2.2k views
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    • Bird
    • March 16, 2006

21. Defer first loan repayment

    By Guest mmullen, March 14, 2006
    • 5 replies
    • 2k views
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    • Belgarath
    • March 15, 2006

22. Inservice dist

    By K-t-F, February 23, 2006
    • 4 replies
    • 2k views
    • 
    • namealreadyinuse
    • March 15, 2006

23. Required Minimum Distribution from DB Plan

    By Dennis Povloski, March 13, 2006
    • 0 replies
    • 1.1k views
    • 
    • Dennis Povloski
    • March 13, 2006

24. DB minimum distribution

    By Tom Poje, March 10, 2006
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 10, 2006

25. Special Tax Notice

    By Guest Pensions in Paradise, March 9, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 9, 2006

26. Fed Wthd on foreign national

    By dmwe, February 24, 2006
    • 2 replies
    • 1.8k views
    • 
    • dmwe
    • March 8, 2006

27. Roth 401(k) -- Distributed to one beneficiary

    By Jean, March 8, 2006
    • 0 replies
    • 1.1k views
    • 
    • Jean
    • March 8, 2006

28. early withdrawl penalty

    By Guest skully109, March 6, 2006
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • March 7, 2006

29. Severance from Employment

    By Randy Watson, March 7, 2006
    • 0 replies
    • 2.2k views
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    • Randy Watson
    • March 7, 2006

30. Missing Participant

    By Randy Watson, March 6, 2006
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • March 7, 2006

31. MRD Starting Date

    By bzorc, January 20, 2005
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • March 2, 2006

32. RMD Notification Requirements for Non-Owners

    By Guest jjonesocreel, February 28, 2006
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 28, 2006

33. RMDs & dec'd owner

    By doombuggy, February 27, 2006
    • 2 replies
    • 1.7k views
    • 
    • doombuggy
    • February 28, 2006

34. RMD if have multiple qualified retirement plans....

    By Guest jusducki, February 27, 2006
    • 1 reply
    • 1.7k views
    • 
    • WDIK
    • February 27, 2006

35. Murder in a small town

    By Guest nynaeve, February 24, 2006
    • 9 replies
    • 4k views
    • 
    • 401 Chaos
    • February 27, 2006

36. How do you determine if a new loan is considered a “replacement loan”?

    By MarZDoates, February 9, 2006
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • February 22, 2006

37. Loan issued from Roth 401(k) account

    By Jean, February 16, 2006
    • 3 replies
    • 2.1k views
    • 
    • Bird
    • February 17, 2006

38. Late Form 945 penalty?

    By Guest The Pension Kid, February 16, 2006
    • 2 replies
    • 6.7k views
    • 
    • Bird
    • February 16, 2006

39. Eligible Rollover Distributions and Church Plans

    By Guest Mark Draa, February 14, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 15, 2006

40. 5-Year Rule

    By Randy Watson, February 10, 2006
    • 1 reply
    • 1.5k views
    • 
    • Randy Watson
    • February 10, 2006

41. No beneficiary

    By Lori H, February 9, 2006
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • February 10, 2006

42. Spousal consent for default election of direct rollover

    By Guest allisonperry, February 10, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 10, 2006

43. How Do These Guys Do It?

    By mming, February 7, 2006
    • 6 replies
    • 2k views
    • 
    • jevd
    • February 9, 2006

44. hardship distribution and primary residence

    By eilano, February 7, 2006
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • February 8, 2006

45. Tax withholding sent to IRS in error

    By Guest Lawrenceg, February 6, 2006
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 6, 2006

46. Odd 1099-R Situation - Underpayment

    By Guest lvegas, January 27, 2006
    • 4 replies
    • 2.7k views
    • 
    • GBurns
    • February 6, 2006

47. Locating Lost Participants and paying them out

    By Guest JTS1675, January 18, 2006
    • 4 replies
    • 2.1k views
    • 
    • Appleby
    • February 5, 2006

48. DOH>70.5, what is MRD start date

    By Guest crosseyetester, January 27, 2006
    • 6 replies
    • 2.5k views
    • 
    • rcline46
    • February 1, 2006

49. Lump Sums

    By Randy Watson, January 31, 2006
    • 0 replies
    • 1.1k views
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    • Randy Watson
    • January 31, 2006

50. Need 1099 Help

    By Guest Boilerburm1, January 26, 2006
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • January 26, 2006