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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. Business continues but in a new form

    By Oh so SIMPLE,
    • 12 replies
    • 1.4k views
    • Guest
    • Guest

  2. Buy plan asset at plan termination

    By ombskid,
    • 2 replies
    • 1k views

  3. Buyer's plan will not accept loan rollovers from seller's terminating

    By Guest LMalone,
    • 2 replies
    • 1.8k views

  4. buying a home thru esop

    By Guest wnibs,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  5. Buying Life Insurance from Terminating 401(k) plan

    By Mr401kPaul,
    • 7 replies
    • 1.1k views

  6. Bypass a Trust?

    By Gilmore,
    • 2 replies
    • 506 views

  7. CA STATE WITHHOLDING vs. RESIDENCE

    By Guest RSNOW,
    • 3 replies
    • 1.4k views

  8. Calculate RMD to Missing Participant Later Found

    By Atila,   
    • 3 replies
    • 2.8k views

  9. Calculating 50% of account value for max loan

    By pensiongeek,
    • 5 replies
    • 751 views
    • JOH
    • JOH

  10. calculating an RMD

    By K2retire,
    • 1 reply
    • 795 views

  11. Calculating an RMD with an annuity and subsequent accruals

    By Guest cpp,
    • 1 reply
    • 1.2k views

  12. Calculating Earnings for a Gap Period

    By Guest msxtrme,
    • 4 replies
    • 3.6k views
    • Guest
    • Guest

  13. Calculating Hardship Withdrawals

    By Guest Suanne,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  14. Calculating maximum loan limit in a multi-plan, multi-loan environment

    By Guest Tim Cahoon,
    • 3 replies
    • 4.9k views
    • Guest
    • Guest

  15. Calculating minimum distribution with loan in the account balance

    By Guest terric,
    • 6 replies
    • 2k views

  16. calculating PS-58 cost?

    By Guest pjg,
    • 4 replies
    • 10.1k views

  17. Calculating RMD for spousal beneficiary

    By Guest M. Martin,
    • 5 replies
    • 2.6k views

  18. calculating RMD for spouse beneficiary

    By M Norton,
    • 1 reply
    • 627 views

  19. Calculation of RMD

    By lkpittman,
    • 2 replies
    • 1.5k views

  20. Calendar year in which the employee retires from employment with the employer maintaining the plan.

    By pookah,   
    • 21 replies
    • 4.4k views

  21. California address for withholding?

    By John A,
    • 1 reply
    • 1.4k views

  22. California Disaster Area Declaration Sufficient for Hardship

    By Gilmore,
    • 1 reply
    • 591 views

  23. California Small Estate Affidavit

    By R. Butler,
    • 8 replies
    • 3.2k views

  24. California Tax Form

    By WDIK,
    • 2 replies
    • 1.7k views

  25. Can a 401(k) plan accept a rollover from a SEP?

    By Guest DIGMYDOG,
    • 2 replies
    • 1.5k views

  26. Can a change in loan policy or plan document loan provisions apply to

    By John A,
    • 4 replies
    • 1.6k views

  27. Can A CRD Be Directly Rolled Over To A Roth IRA?

    By mming,
    • 49 replies
    • 5.1k views

  28. Can a distribution method be changed after payment has started?

    By Lucky32,
    • 1 reply
    • 674 views

  29. Can a fiduciary have a deemed distribution on a defaulted loan?

    By M Norton,
    • 4 replies
    • 1.6k views

  30. Can a lay off be considered a leave of absence

    By R. Butler,
    • 0 replies
    • 952 views

  31. Can a loan be issued for more than 50% of account balance?

    By BG5150,
    • 5 replies
    • 1.3k views
    • Guest
    • Guest

  32. Can a loan be rolled over?

    By Santo Gold,
    • 8 replies
    • 3.7k views

  33. Can a loan be rolled over?

    By K-t-F,
    • 5 replies
    • 1.8k views

  34. Can a loan be sold from 401(k) account to Profit Sharing Account?

    By Guest Dave Danziger,
    • 11 replies
    • 2.2k views
    • Guest
    • Guest

  35. Can a money purchase plan offer loansor hardship withdrawals?

    By mal,
    • 2 replies
    • 1.5k views
    • mal
    • mal

  36. Can a partial termination be for less than a 20% reduction?

    By Richard Anderson,
    • 4 replies
    • 3k views
    • Guest
    • Guest

  37. Can a participant in a plan that only allows one loan do a refinance?

    By FundeK,
    • 3 replies
    • 1.9k views
    • Guest
    • Guest

  38. Can a participant pay Fed Ex costs with plan assets?

    By FundeK,
    • 1 reply
    • 963 views

  39. Can a Participant who has previously defaulted on a participant loan be denied a new loan?

    By Guest Jerry,
    • 2 replies
    • 1.3k views

  40. Can a participant who has reached retirement age take a plan loan, if

    By Guest Tara Curran,
    • 2 replies
    • 1.9k views

  41. Can a participant with a deemed loan take a new loan?

    By lradimer,   
    • 4 replies
    • 3.5k views

  42. Can a Plan accept as a rollover funds previously distributed under a Q

    By Guest [Pat M],
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  43. Can a plan add a mandatory cashout provision if it has not had one bef

    By Guest WMW,
    • 1 reply
    • 2k views

  44. Can a Plan add a stipulation that to take a Harship Distbribution, any outstanding Loans must be paid off first?

    By Guest heatherrfr,   
    • 4 replies
    • 3.1k views

  45. Can a plan administrator require distributions to be made via direct deposit?

    By mdm09,
    • 1 reply
    • 1.1k views

  46. Can a plan allow a participant to designate different beneficiaries fo

    By John A,
    • 3 replies
    • 1.4k views

  47. Can a Plan Have These Types of Loans?

    By mming,
    • 5 replies
    • 1.5k views

  48. Can a plan's maximum loan limit be less than 50% of the vested account

    By Guest Suanne,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  49. Can a plan's terms require distributions to be made via direct deposit

    By Guest Ed F,
    • 5 replies
    • 4.8k views
    • Guest
    • Guest

  50. Can a processed QDRO be appealed / reversed?

    By calexbraska,
    • 15 replies
    • 4.7k views
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