Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. "Accrued Interest" During "Cure Period"

   By Guest cjk, April 1, 2003
   • 1 reply
   • 1.5k views
   • 
   • R. Butler
   • April 1, 2003

2. "Bridge" loans on plan termination

   By JWK, June 15, 2000
   • 0 replies
   • 1.5k views
   • 
   • JWK
   • June 15, 2000

3. "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

4. "F&C" Hardship Conditions

   By SMB, July 29, 2009
   • 5 replies
   • 1.7k views
   • 
   • SMB
   • August 27, 2009

5. "failed" direct rollover - obligations of plan?

   By msimpson, April 5, 2010
   • 41 replies
   • 7.4k views
   • 
   • BG5150
   • April 26, 2021

6. "Interest" During "Cure Period"

   By Guest cjk, March 31, 2003
   • 1 reply
   • 1.4k views
   • 
   • E as in ERISA
   • April 1, 2003

7. "Odd" loan repays

   By pmacduff, April 15, 2019
   • 10 replies
   • 1.4k views
   • 
   • pmacduff
   • April 16, 2019

8. "Parent" for hardship purposes

   By SMB, November 30, 2011
   • 1 reply
   • 1.7k views
   • 
   • ETA Consulting LLC
   • November 30, 2011

9. "Pending" cause of death prevents distribution to death beneficiary

   By Flyboyjohn, May 16, 2024
   • 7 replies
   • 3.4k views
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   • Peter Gulia
   • May 17, 2024

10. "Reasonable time" requirement for principal residence loan

    By Medusa, July 2, 2001
    • 3 replies
    • 2.9k views
    • 
    • Earl
    • July 9, 2001

11. "Retired" for determining RMD beginning date

    By Guest beppie_stark, December 22, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 22, 2004

12. "Sham" Transfer When Not Eligible for a Distribution

    By EPCRSGuru, December 18, 2015
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • December 23, 2015

13. "WHEN $2MILLION IS NOT ENOUGH" by: SCOTT BURNS

    By jlf, July 29, 1999
    • 1 reply
    • 1.5k views
    • 
    • jlf
    • August 24, 1999

14. "Why isn't my loan balance still invested?"

    By RayRay, December 9, 2021
    • 7 replies
    • 1.4k views
    • 
    • acm_acm
    • January 3, 2022

15. "Withdrawals on account of hardship" from employer contribut

    By Guest sodbuster, February 22, 2001
    • 23 replies
    • 8.4k views
    • 
    • KJohnson
    • February 23, 2001

16. [Resolved] RMD Calc For Lump Sum Distribution

    By JMT44, May 12, 2018
    • 20 replies
    • 3.9k views
    • 
    • Larry Starr
    • May 23, 2018

17. <Nothing to see here>

    By Nood1e, October 31, 2018
    • 3 replies
    • 626 views
    • 
    • Nood1e
    • November 7, 2018

18. $0.30 RMD - seriously?

    By AlbanyConsultant, November 30, 2018
    • 11 replies
    • 2.4k views
    • 
    • Tom Poje
    • December 5, 2018

19. $10,000 loan minimum

    By Guest DavidB, January 6, 2000
    • 2 replies
    • 1.5k views
    • 
    • bzorc
    • January 7, 2000

20. $1500 distribution made to Active Participant w/out trustee authorization

    By Lori H, January 31, 2007
    • 4 replies
    • 1.3k views
    • 
    • Lori H
    • February 1, 2007

21. $200 withholding rule

    By BG5150, December 17, 2010
    • 3 replies
    • 1.9k views
    • 
    • GMK
    • December 17, 2010

22. $5,000 cash out limit

    By dmb, July 27, 2000
    • 0 replies
    • 1.7k views
    • 
    • dmb
    • July 27, 2000

23. $5,000 Involuntary Cash-out Limit

    By Guest John Sample, November 14, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 14, 2000

24. 0% Interest Rate

    By Jean, August 1, 2002
    • 5 replies
    • 1.7k views
    • 
    • 2muchstress
    • August 2, 2002

25. 1 day termination

    By Santo Gold, November 2, 2021
    • 8 replies
    • 1.4k views
    • 
    • imchipbrown
    • November 4, 2021

26. 1 time hardship dbtns

    By Guest susa, May 1, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 2, 2003

27. 1 Year Wait to be Deemed a "Spouse"

    By ERISA1, October 23, 2013   

    • What Approach Are You Taking?
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • October 25, 2013

28. 1.401(k)-1(d)(3)(iv)(D)/Hardship- Employee Need not take counterproductive acts

    By Guest 401kizzle, October 21, 2010
    • 2 replies
    • 1.8k views
    • 
    • GMK
    • October 22, 2010

29. 10 Averaging with RMD requirements

    By Guest srichard, December 13, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 13, 2000

30. 10 year averaging question....

    By Guest mab, January 3, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 3, 2005

31. 10 Year Averaging to an active participant?

    By Guest Bob Lees, January 3, 2001
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • January 20, 2001

32. 10-year averaging and Capital Gain Treatment

    By Guest Iwonder, March 19, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 20, 2007

33. 10-Yr. Principal Residence Loan - Documentation

    By Phlyers, November 6, 2018
    • 4 replies
    • 665 views
    • 
    • Larry Starr
    • November 7, 2018

34. 10% early withdrawal penalty

    By Guest nipa, March 9, 2007
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • April 8, 2007

35. 10% early withdrawl penalty

    By k man, May 1, 2006
    • 3 replies
    • 1.6k views
    • 
    • ERISAnut
    • May 3, 2006

36. 10% excise tax on premature distributions

    By pmacduff, July 29, 2016
    • 6 replies
    • 1.8k views
    • 
    • AMDG
    • August 3, 2016

37. 10% penalty

    By Felicia, February 21, 2003
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • February 21, 2003

38. 10% penalty and loans

    By eilano, May 6, 2003
    • 3 replies
    • 1.2k views
    • 
    • Brenda Wren
    • May 16, 2003

39. 10% penalty exceptions

    By cpc0506, January 15, 2010
    • 2 replies
    • 1.5k views
    • 
    • cpc0506
    • January 15, 2010

40. 100% Joint & Survivor Distribution

    By gle3186, August 30, 2002
    • 3 replies
    • 1.8k views
    • 
    • MGB
    • August 30, 2002

41. 100% withholding - eligible rollover distribution

    By Guest wolfman, November 14, 2002
    • 1 reply
    • 1.1k views
    • 
    • Jean
    • November 14, 2002

42. 100% withholding/missingparticipants

    By Guest jam10, March 22, 2002
    • 10 replies
    • 2.7k views
    • 
    • R. Butler
    • November 1, 2004

43. 1096's on red or white paper

    By Jim Chad, February 3, 2009
    • 2 replies
    • 965 views
    • 
    • Jim Chad
    • February 3, 2009

44. 1099 Code for Pre Tax Deferral Rolled to Roth IRA

    By BeanCounterBlues, January 13, 2009
    • 3 replies
    • 6.3k views
    • 
    • WDIK
    • January 13, 2009

45. 1099 Deemed Loan Distribitution

    By CJS07, March 31, 2008
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • April 1, 2008

46. 1099 Filing Deadline

    By KateSmithPA, January 7, 2010
    • 3 replies
    • 1.3k views
    • 
    • KateSmithPA
    • January 8, 2010

47. 1099 for "make up" MRD

    By KJohnson, October 15, 1999
    • 0 replies
    • 1.4k views
    • 
    • KJohnson
    • October 15, 1999

48. 1099 for 401(k) Plan Distribution

    By GrammieMame, March 30, 2015
    • 8 replies
    • 2.5k views
    • 
    • Appleby
    • April 5, 2015

49. 1099 For Beneficiary That's Foreign National

    By Guest MFuentes, September 23, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 1999

50. 1099 for return of excess deferrals

    By Guest bmurphy, February 20, 2002
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 22, 2002