Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. ex-spouse holding up plan term - ideas?

   By AlbanyConsultant, July 17, 2020
   • 8 replies
   • 1.5k views
   • 
   • Larry Starr
   • July 23, 2020

2. Can a loan be rolled over?

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

3. rmd missed in 2008 and 2010

   By Guest Mk9522, January 4, 2012
   • 8 replies
   • 4.1k views
   • 
   • Guest
   • October 10, 2012

4. In-service distributions from money purchase plan assets that were merged into a PS/401(k) plan

   By katieinny, April 21, 2009
   • 8 replies
   • 5.3k views
   • 
   • emmetttrudy
   • July 9, 2009

5. Partial Plan Termination

   By khn, September 25, 2019
   • 8 replies
   • 1.8k views
   • 
   • Larry Starr
   • September 25, 2019

6. Hardship Withdrawal for Overdue Student Loan Repayments?

   By EPCRSGuru, August 26, 2024
   • 8 replies
   • 1.7k views
   • 
   • Peter Gulia
   • August 27, 2024

7. 401(k) distributions

   By Guest Rosyw, September 23, 2002
   • 8 replies
   • 1.6k views
   • 
   • QDROphile
   • September 24, 2002

8. Need 1099 Help

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

9. Any possible fix to this loan in default?

   By Blinky the 3-eyed Fish, May 30, 2017
   • 8 replies
   • 1.3k views
   • 
   • Kevin C
   • June 12, 2017

10. force out IRA options

    By K2retire, April 14, 2015
    • 8 replies
    • 2k views
    • 
    • mbozek
    • April 16, 2015

11. removal of automatic force-out: cutback?

    By AlbanyConsultant, June 2, 2020
    • 8 replies
    • 1.6k views
    • 
    • AlbanyConsultant
    • June 18, 2020

12. Payout of Terminated and now Deceased Participant

    By Basically, August 29, 2023
    • 8 replies
    • 1.4k views
    • 
    • CuseFan
    • August 30, 2023

13. Deceased Participant Allegedly Murdered by her Primary Beneficiary

    By Pammie57, July 23, 2018
    • 8 replies
    • 2k views
    • 
    • Luke Bailey
    • July 24, 2018

14. Loan Repayments after Pay Changes

    By erinak03, March 8, 2016
    • 8 replies
    • 1.1k views
    • 
    • erinak03
    • March 9, 2016

15. Disaster Relief Distribution - Declared Disaster

    By Gilmore, October 29, 2024
    • 8 replies
    • 1.1k views
    • 
    • Gilmore
    • October 29, 2024

16. Loan Repayments - Sponsor changing payroll frequency

    By WesleyT, June 23, 2009
    • 8 replies
    • 3.3k views
    • 
    • masteff
    • June 24, 2009

17. senior moment

    By thepensionmaven, April 8, 2023
    • 8 replies
    • 831 views
    • 
    • thepensionmaven
    • April 12, 2023

18. 1099R

    By Egold, January 8, 2025
    • 8 replies
    • 1.8k views
    • 
    • david rigby
    • January 16, 2025

19. Is it okay to continue periodic payments after the participant’s death?

    By Peter Gulia, January 4, 2022   

    • direct deposit; electronic funds transfer
    • 8 replies
    • 997 views
    • 
    • Peter Gulia
    • January 7, 2022

20. Alternate payee rights already having QDRO filed in court

    By kratermagee, March 11, 2016
    • 8 replies
    • 1.4k views
    • 
    • ForksnKnives
    • April 7, 2016

21. distribution & income tax withholding

    By eilano, June 27, 2003
    • 8 replies
    • 2k views
    • 
    • Guest
    • June 27, 2003

22. Changing Substantially Equal Pmts

    By Guest rickw, December 30, 2002
    • 8 replies
    • 1.3k views
    • 
    • Appleby
    • January 3, 2003

23. Distribution to U.S. Citizen living abroad

    By Vlad401k, November 5, 2018
    • 8 replies
    • 1.3k views
    • 
    • Luke Bailey
    • November 7, 2018

24. 1 day termination

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

25. Autorollover/Cash-outs and Rollover Accounts

    By sloble@crowleyfleck.com, May 6, 2005
    • 8 replies
    • 3.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 10, 2005

26. Forgotten 1099

    By Guest Twinky, July 31, 2006
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • August 3, 2006

27. Alternate Payee QDRO Question

    By Guest Grumpy456, April 24, 2007
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • April 25, 2007

28. After-Tax Distribution

    By Archimage, October 14, 2003
    • 8 replies
    • 2k views
    • 
    • masteff
    • July 6, 2012

29. CARES Act distribution

    By Will J, June 8, 2020
    • 8 replies
    • 2.1k views
    • 
    • Larry Starr
    • June 11, 2020

30. Distribution Used Wrong Vesting %

    By DP, August 14, 2002
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • August 19, 2002

31. Roth Distribution Code

    By Vlad401k, December 29, 2014
    • 8 replies
    • 5k views
    • 
    • pmacduff
    • January 12, 2015

32. Hardships

    By Felicia, November 11, 2009
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • November 13, 2009

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

    By buckaroo, April 19, 2006
    • 8 replies
    • 1.8k views
    • 
    • SMB
    • May 17, 2006

34. Participant dies and beneficiaries are sisters

    By Jakyasar, December 3, 2020
    • 8 replies
    • 870 views
    • 
    • Jakyasar
    • December 6, 2020

35. no beneficiary designation

    By k man, January 17, 2013
    • 8 replies
    • 1.4k views
    • 
    • MoJo
    • January 21, 2013

36. Repeated Hardship Requests / Access to Commercial Credit

    By BeanCounterBlues, May 7, 2010
    • 8 replies
    • 2.1k views
    • 
    • BeanCounterBlues
    • May 9, 2010

37. Participant loans - Promissory Note

    By Santo Gold, May 30, 2025
    • 8 replies
    • 1.7k views
    • 
    • thepensionmaven
    • June 4, 2025

38. Used Credit Card to Pay Medical Expense Now Wants a Hardship

    By Guest KateSmithVA, October 15, 2008
    • 8 replies
    • 5.5k views
    • 
    • masteff
    • October 16, 2008

39. Exception to early w/d penalty

    By Disco Stu, January 12, 2001
    • 8 replies
    • 7.2k views
    • 
    • Ellie Lowder
    • July 18, 2020

40. RMD and rollover

    By MoShawn, August 28, 2007
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • August 29, 2007

41. Distribution Election Forms

    By Guest Jennyb473, May 28, 2009
    • 8 replies
    • 7.5k views
    • 
    • Guest
    • May 13, 2013

42. 401k loans

    By Guest lcoop, January 31, 2000
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • February 2, 2000

43. RMD 403b plan

    By Santo Gold, November 9, 2018
    • 8 replies
    • 1.7k views
    • 
    • JamesK
    • November 13, 2018

44. Stopping installment payments?

    By BG5150, July 5, 2024
    • 8 replies
    • 1.1k views
    • 
    • Belgarath
    • October 31, 2025

45. RMD for non spousal beneficiaries

    By JKW, January 5, 2015
    • 8 replies
    • 2.1k views
    • 
    • JKW
    • January 7, 2015

46. Elimination of QPSA/QJSA

    By Guest nbs, October 15, 2003
    • 8 replies
    • 2.8k views
    • 
    • maverick
    • October 30, 2003

47. RMD

    By CJS07, November 15, 2016   

    • Must RMD be continued?
    • 8 replies
    • 1.5k views
    • 
    • CJS07
    • November 16, 2016

48. Loan default correction

    By Belgarath, May 11, 2021
    • 8 replies
    • 1.1k views
    • 
    • Belgarath
    • August 26, 2021

49. loan rollover

    By pmacduff, August 31, 2006
    • 8 replies
    • 2.5k views
    • 
    • pmacduff
    • September 5, 2006

50. Hardship after a loan

    By CJS07, January 26, 2009
    • 8 replies
    • 2.8k views
    • 
    • masteff
    • October 27, 2009