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  1. Rollover into Qualified Plan that should not have been allowed (0 replies)
  2. Processing Fee for Loan (1 reply)
  3. Principal Residence Loan - To Finance Construction of Home? (0 replies)
  4. Power of Attorney Question (13 replies)
  5. "failed" direct rollover - obligations of plan? (38 replies)
  6. cure period (7 replies)
  7. Distribution at NRA (5 replies)
  8. Tax levy (4 replies)
  9. RMD (3 replies)
  10. distribution to rehired employee (3 replies)
  11. Loans in merged plan (2 replies)
  12. Buy plan asset at plan termination (2 replies)
  13. Rolling Money INTO a Roth IRA (5 replies)
  14. Participant w/plan loan files for bankruptcy (20 replies)
  15. Roth 401(k0 distribution - tax? (2 replies)
  16. Balance Forward Safe Harbor 401(k) Distribution (2 replies)
  17. Roth 401(k) Non-Qualified Rollover (1 reply)
  18. Distributions (0 replies)
  19. Rollover from QP to Roth IRA (17 replies)
  20. New QOSA Rules (9 replies)
  21. Participant Loans on Plan Merger (5 replies)
  22. Benefit Distribution Paid from Wrong Account (0 replies)
  23. Form 945 (0 replies)
  24. Worthless Assets (1 reply)
  25. Separate EIN for plan required for distributions? (7 replies)
  26. protected benefit? (4 replies)
  27. Late Loan Default (2 replies)
  28. IRS Examination- Qualification Issues (0 replies)
  29. Distribution check not cashed - 1099R issued? (6 replies)
  30. When does vesting occur? (2 replies)
  31. Roth 401(k) rollover to Roth IRA (2 replies)
  32. 1099-R and a 60-day return of the funds (4 replies)
  33. Loan deemed, participant still employed (3 replies)
  34. Took loan, then terminated (1 reply)
  35. Federal Withholding (5 replies)
  36. 10% penalty exceptions (2 replies)
  37. Default Beneficiary (1 reply)
  38. Hardship for prepayment of funeral expenses (2 replies)
  39. Refinancing a loan when only 1 loan at time is permitted (3 replies)
  40. Loan Default Not Fault of Participants (1 reply)
  41. 1099 Filing Deadline (3 replies)
  42. Loan program violation, 2 loans issued (0 replies)
  43. Loan Issuance During Divorce (21 replies)
  44. Pending DRO/ terminating plan (1 reply)
  45. RMD (3 replies)
  46. Hardship withdrawal signatures (1 reply)
  47. Reverse a hardship (2 replies)
  48. BRF Testing for QJSA provisions/401(k) MPP merger (0 replies)
  49. Withholding on distributions rolled into a Roth IRA (0 replies)
  50. Omission of 30-day notice period in "Your Rollover Options" in Notice 2009-68 (3 replies)
  51. Hardship for Acquiring Primary Residence (2 replies)
  52. Direct Rollover Option (1 reply)
  53. allocation of basis on inservice distribution (0 replies)
  54. Distributions processed - didn't follow plan document (2 replies)
  55. Distribution code between 55 & 59 1/2 (2 replies)
  56. Loan fee change? (5 replies)
  57. Distributions to terminated participants (11 replies)
  58. Reporting Life Insurance Death Benefit on 1099-R (1 reply)
  59. 2009 RMD Notice 2009-82 (1 reply)
  60. 1099-R excess contribution (0 replies)
  61. 2009 RMD Rollover (3 replies)
  62. Distribution of Benefits - how often must we commence? (1 reply)
  63. Non-spousal direct payment tax withholding? (20 replies)
  64. Spousal Consent (1 reply)
  65. Hardships (8 replies)
  66. Participant Loan- 15 year term (8 replies)
  67. Secondary Beneficiary (6 replies)
  68. 1099-R Processing Tips (4 replies)
  69. Protected Benefits (6 replies)
  70. Spousal Consent (1 reply)
  71. Participant Loans - 401(k) Plan with Roth deferrals (2 replies)
  72. Spouse wants to keep death benefits in plan-- distributable event? 1099R? (5 replies)
  73. Nonspouse Rollover and WRERA (0 replies)
  74. RMD - New "Rules" (0 replies)
  75. Can the Employer limit the assets available for a loan to elective deferrals only? (2 replies)
  76. Hardship after a loan (8 replies)
  77. Plan Loan Default (0 replies)
  78. in service distributions prior to age 59 1/2 (1 reply)
  79. deemed distribution on loan (1 reply)
  80. Death Distribution with Insurance! (2 replies)
  81. Employment Status & Hardship (7 replies)
  82. Plan Termination Distribution (2 replies)
  83. Notice 2009-82 (8 replies)
  84. Definition of Employer in 402(e)(4) (0 replies)
  85. PPA Distribution Notices (1 reply)
  86. Participant RMD in Year of Death -- Recipient and Tax Reporting (1 reply)
  87. DC plan and QJSA & QOSA (2 replies)
  88. Is this really a participant loan? (5 replies)
  89. Trying to keep participant from defaulting on loans.. (5 replies)
  90. Distribution Fee Paid by Participant? (1 reply)
  91. Loan overpaid (4 replies)
  92. Installments paid over life expectancy (3 replies)
  93. Revolving Line of Loan Cure Periods (3 replies)
  94. defaulted loan upon death (2 replies)
  95. Loan Limit (12 replies)
  96. Waiver of RMDs - 2009 (2 replies)
  97. DB plan with empoloyee contributions (5 replies)
  98. Terminated Participant With Outstanding Loan (3 replies)
  99. Roth 401(k) cash distribution (1 reply)
  100. RMD for 2009 (2 replies)
  101. Terminated Participant Requests Distribution - No Forms (2 replies)
  102. Non spousal Roth 401K Beneficiary question (2 replies)
  103. 401(a)(9) distributions from rollover in DB Plan (10 replies)
  104. 72(t) distribution help (1 reply)
  105. Beneficiary Designation Issues (5 replies)
  106. Trailing Distributions (1 reply)
  107. Exceptions (3 replies)
  108. "F&C" Hardship Conditions (5 replies)
  109. Valuing pre-retirement lump sum distributions from DB plan (3 replies)
  110. Revocation of Prior J&S Waiver` (1 reply)
  111. QOSA Rules Applicable to DC Plans? (5 replies)
  112. Distribution Paid From Corporate Account (3 replies)
  113. Can a lay off be considered a leave of absence (0 replies)
  114. Defaulted Loan is a General Plan Asset (2 replies)
  115. Taxable Calculation for RMD (0 replies)
  116. Involuntary Distributions & age 62/NRA (4 replies)
  117. Accruing RMD payments (1 reply)
  118. Distribution of Real Estate (5 replies)
  119. recordkeeper error allows excess hardship distribution (2 replies)
  120. Missed RMD (1 reply)
  121. Corp pays WD then reimbursed from trust (8 replies)
  122. Beneficiary refuses to pension benefit (9 replies)
  123. Can a partial termination be for less than a 20% reduction? (4 replies)
  124. Plan is saying estate is beneficiary and not spouse (13 replies)
  125. Can a fiduciary have a deemed distribution on a defaulted loan? (4 replies)
  126. Participants who work part time (1 reply)
  127. Reporting a Bonus (partly deferred) Given to Retiree (2 replies)
  128. Qualified Plan to Roth IRA (1 reply)
  129. Defined Benefit Plan RMD after death (0 replies)
  130. 1099-R and 945 not done (2 replies)
  131. 1099-R distributuion code dispute (3 replies)
  132. Lost Participants in existing plan (6 replies)
  133. Loan against death benefit (1 reply)
  134. 2009 RMD suspension - what does "most" mean (2 replies)
  135. In-service distributions from money purchase plan assets that were merged into a PS/401(k) plan (8 replies)
  136. Withholding on periodic distribution (2 replies)
  137. Form 1099-R for 2009 distribution (2 replies)
  138. Taxing Employee Con from Pension if Rolled Over (0 replies)
  139. ADP Corrective Distribution (1 reply)
  140. Hardship distribution for terminated employee (9 replies)
  141. 30-day waiting period for distributions (3 replies)
  142. Loan Repayments - Sponsor changing payroll frequency (8 replies)
  143. harship withdrawal (1 reply)
  144. Hardship Withdrawals From Sources Other Than Salary Deferral (2 replies)
  145. Distribution of Pre-1987 After-Tax Contribution (2 replies)
  146. Deceased Participant - Spouse's Options (1 reply)
  147. Participant Distribution Fees (6 replies)
  148. ramifications of violating Loan program? (3 replies)
  149. Partial Distributions - Protected Benefit? (2 replies)
  150. Loan discrimination (1 reply)
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