Distributions and Loans, Other than QDROs

3,307 topics in this forum

1. Is this loan really to pay for the purchase of a primary residence?

   By AlbanyConsultant, Friday at 08:36 PM
   • 18 replies
   • 203 views
   • 
   • TPAJake
   • 1 hour ago

2. 1099-R and post age 55 distribution

   By pmacduff, August 9
   • 3 replies
   • 101 views
   • 
   • pmacduff
   • August 9

3. Hardship and suspension of deferrals

   By BW, August 2
   • 4 replies
   • 136 views
   • 
   • Belgarath
   • August 7

4. Hardship - can you use the same invoice again?

   By AlbanyConsultant, August 3
   • 22 replies
   • 221 views
   • 
   • RatherBeGolfing
   • August 4

5. Hardship for home purchase, deal falls through

   By Belgarath, July 31
   • 15 replies
   • 373 views
   • 
   • TPAJake
   • August 2

6. Hardship - Foreclosure

   By luissaha, July 28
   • 1 reply
   • 88 views
   • 
   • Fiduciary Guidance Counsel
   • July 28

7. RMD after death

   By Lou S., July 27
   • 7 replies
   • 93 views
   • 
   • Bird
   • July 28

8. How to correct an overpayment, using EPCRS 2016-51

   By AlbanyConsultant, July 24
   • 4 replies
   • 110 views
   • 
   • ESOP Guy
   • July 25

9. Failure to issue 1099 for P.S. 58 costs of life insurance

   By Scuba 401, June 7
   • 1 reply
   • 251 views
   • 
   • LANDO
   • July 24

10. New Loans to Terminated Participants

    By IJF, July 19   

    • loans
    • 11 replies
    • 273 views
    • 
    • ESOP Guy
    • July 24

11. Deceased Participant - Uncashed checks prior to death

    By Cloudy, July 20
    • 4 replies
    • 191 views
    • 
    • CuseFan
    • July 21

12. Florida "stamp tax" for loans(?)

    By BG5150, July 19
    • 20 replies
    • 325 views
    • 
    • Belgarath
    • July 20

13. Loan Partial Payment vs Bank Loan option

    By Vincent, July 19
    • 4 replies
    • 94 views
    • 
    • Vincent
    • July 20

14. Death benefit - No beneficiary

    By 401(k)athryn, July 6
    • 24 replies
    • 670 views
    • 
    • MoJo
    • July 17

15. First RMD after age 70 1/2

    By Vlad401k, July 10
    • 11 replies
    • 192 views
    • 
    • ESOP Guy
    • July 12

16. Retired Participant & her distribution

    By Pammie57, June 28
    • 4 replies
    • 320 views
    • 
    • Bill Presson
    • July 6

17. Force out limits

    By K2retire, June 30   

    • force out
    • receivable
    • (and 1 more)

      Tagged with:

      • force out
      • receivable
      • system limitations
    • 11 replies
    • 354 views
    • 
    • 401_noob
    • July 6

18. PBGC beneficiary

    By Dave105, June 28
    • 3 replies
    • 136 views
    • 
    • Mike Preston
    • June 30

19. rollover on death

    By Earl, June 29
    • 3 replies
    • 120 views
    • 
    • Earl
    • June 29

20. life insurance

    By R. Butler, June 12
    • 10 replies
    • 315 views
    • 
    • My 2 cents
    • June 29

21. penalties for failure to issue 1099

    By Belgarath, June 22
    • 0 replies
    • 196 views
    • 
    • Belgarath
    • June 22

22. Withhold on death bene paid to charitable NFP?

    By Pinefresh, June 19
    • 14 replies
    • 300 views
    • 
    • jpod
    • June 20

23. Required Minimum Distributions

    By Lori H, June 15
    • 6 replies
    • 290 views
    • 
    • ESOP Guy
    • June 16

24. Hardship Distribution

    By Belgarath, June 14   

    • adult
    • non-dependent child
    • 3 replies
    • 177 views
    • 
    • Belgarath
    • June 14

25. Loan headache

    By Eve Sav, June 9   

    • loans
    • 6 replies
    • 304 views
    • 
    • Bird
    • June 13