Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Can't find thread...ER forgets to start loan payments.

   By TBob, March 19, 2004
   • 0 replies
   • 960 views
   • 
   • TBob
   • March 19, 2004

2. Cancel Plan Loan, call it COVID Dist?

   By K-t-F, July 2, 2020
   • 5 replies
   • 749 views
   • 
   • Luke Bailey
   • July 2, 2020

3. Cannot locate missing participant in DC Plan - bad SS #

   By Guest bmurphy, June 20, 2002
   • 7 replies
   • 2k views
   • 
   • david rigby
   • March 26, 2003

4. CARES Act - Coronavirus distribution allowable from Money Purchase plan?

   By Belgarath, March 31, 2020
   • 7 replies
   • 1.8k views
   • 
   • Peter Gulia
   • December 29, 2020

5. CARES act - existing loans

   By Scuba 401, July 24, 2020
   • 1 reply
   • 566 views
   • 
   • Luke Bailey
   • July 25, 2020

6. CARES ACT - Loan Repayment Terms

   By roundlou, April 6, 2020
   • 2 replies
   • 1.1k views
   • 
   • Mike Preston
   • April 7, 2020

7. Cares Act - Repayment

   By Scuba 401, September 17, 2021
   • 0 replies
   • 340 views
   • 
   • Scuba 401
   • September 17, 2021

8. Cares Act $100,000 Distribution Limit

   By Vlad401k, June 10, 2020
   • 5 replies
   • 1.4k views
   • 
   • Luke Bailey
   • June 12, 2020

9. CARES ACT 3 years tax deferment, Lumpsum distribution from Retirement Plan& Roth

   By tmalik, November 15, 2020   

   • cares act tax
   • roth
   • (and 1 more)

     Tagged with:

     • cares act tax
     • roth
     • distubution
   • 3 replies
   • 1.1k views
   • 
   • Luke Bailey
   • November 18, 2020

10. CARES Act and Loan Offset

    By DJL, September 21, 2020   

    • cares act
    • crd
    • (and 1 more)

      Tagged with:

      • cares act
      • crd
      • loan offset
    • 15 replies
    • 2k views
    • 
    • DJL
    • September 30, 2020

11. CARES Act distribution

    By Will J, June 8, 2020
    • 8 replies
    • 2k views
    • 
    • Larry Starr
    • June 11, 2020

12. CARES Act distribution repayment - source?

    By WCC, April 25, 2024
    • 2 replies
    • 1k views
    • 
    • Paul I
    • April 26, 2024

13. CARES Act Loan Deferment

    By cathgrace, November 2, 2020   

    • cares act
    • loans
    • 1 reply
    • 436 views
    • 
    • ESOPMomma
    • November 3, 2020

14. CARES Act Loan Repayments And The IRS Cure Period

    By mming, April 1, 2020
    • 6 replies
    • 1.3k views
    • 
    • Luke Bailey
    • April 17, 2020

15. CARES ACT Loans Delay of Payments

    By sdix401k, March 31, 2020
    • 2 replies
    • 1.3k views
    • 
    • Larry Starr
    • March 31, 2020

16. CARES Act--403(b)

    By Philip2, April 1, 2020
    • 2 replies
    • 606 views
    • 
    • JOH
    • April 3, 2020

17. CARES increased loan limits deadline

    By Dennis G., October 14, 2020
    • 6 replies
    • 1.1k views
    • 
    • MoJo
    • October 16, 2020

18. CARES loan repay suspension

    By pmacduff, April 28, 2020
    • 2 replies
    • 651 views
    • 
    • Ebplans
    • April 29, 2020

19. CARES loan suspension of less than 1 year?

    By AlbanyConsultant, April 23, 2020
    • 1 reply
    • 488 views
    • 
    • Larry Starr
    • April 23, 2020

20. CARES RMD waiver - optional?

    By AlbanyConsultant, April 2, 2020
    • 27 replies
    • 3k views
    • 
    • DPL
    • July 13, 2020

21. CAREST Act - RMD suspension

    By Jakyasar, March 24, 2020
    • 2 replies
    • 794 views
    • 
    • Jakyasar
    • March 24, 2020

22. Cash / IRA option in Forced Distributions under $1,000

    By JButtrick, July 19, 2005
    • 2 replies
    • 1.9k views
    • 
    • No Name
    • July 19, 2005

23. Cash Balance In Service Annuity

    By mefrancis1729, March 14, 2018   

    • annuity
    • inservice distribution
    • (and 1 more)

      Tagged with:

      • annuity
      • inservice distribution
      • cash balance
    • 1 reply
    • 656 views
    • 
    • Mike Preston
    • March 14, 2018

24. Cash Out & Fluctuating Account Balance

    By Susan S., June 10, 2015
    • 0 replies
    • 710 views
    • 
    • Susan S.
    • June 10, 2015

25. Cash out for terminated employee

    By Egold, February 16, 2024
    • 3 replies
    • 816 views
    • 
    • david rigby
    • February 16, 2024

26. cash out rule

    By Guest Mike Kimball, February 5, 1999
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • February 9, 1999

27. Cash out rules and Money Purchase

    By LisaS, December 2, 2019
    • 2 replies
    • 992 views
    • 
    • LisaS
    • December 10, 2019

28. Cash Out Threshold after partial distribution

    By jkharvey, August 18, 2016
    • 1 reply
    • 743 views
    • 
    • Kevin C
    • August 19, 2016

29. Cash Out, Forfeiture, Repayment & Roth!

    By BTH, February 18
    • 2 replies
    • 1.8k views
    • 
    • casey72
    • February 19

30. Cash-out distributions

    By katieinny, April 11, 2003
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • April 14, 2003

31. Cashing loan check immediately after firing

    By rblum50, February 6, 2024
    • 9 replies
    • 1.3k views
    • 
    • Bird
    • February 8, 2024

32. Cashout Limits Applied to Alternate Payee?

    By WDIK, January 15, 2004
    • 3 replies
    • 1.9k views
    • 
    • J2D2
    • January 16, 2004

33. cashout of distribution less than $200

    By AKconsult, October 15, 2008
    • 6 replies
    • 6.1k views
    • 
    • J Simmons
    • October 16, 2008

34. Casualty

    By cdavis25, September 18, 2015
    • 3 replies
    • 686 views
    • 
    • cdavis25
    • September 21, 2015

35. challenge by first spouse of bigamist participant to spousal consent g

    By Guest MWK, October 6, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 7, 2000

36. Change distribution code?

    By Guest mikeak, November 24, 2003
    • 0 replies
    • 988 views
    • 
    • Guest
    • November 24, 2003

37. Change in Timing of Distributions to Terminated Participants

    By chris, April 21, 2004
    • 2 replies
    • 1.3k views
    • 
    • chris
    • April 21, 2004

38. Change of payment method

    By Guest Sabadee!, July 2, 2008
    • 2 replies
    • 1k views
    • 
    • Guest
    • July 3, 2008

39. Change to force-out timing: a cutback?

    By AlbanyConsultant, July 18, 2016
    • 2 replies
    • 647 views
    • 
    • Mike Preston
    • July 18, 2016

40. Changes in treatment of cash distributions to rollover

    By Guest PaulaRafferty, July 29, 2004
    • 3 replies
    • 985 views
    • 
    • MGB
    • July 29, 2004

41. Changing 1099-r distribution code?

    By Guest bmurphy, October 15, 2002
    • 1 reply
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • October 15, 2002

42. Changing distribution election due to check not being cashed

    By Guest bmurphy, April 8, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • April 10, 2002

43. Changing Distribution Elections Post-Commencement

    By Guest cac1134, September 10, 2007
    • 3 replies
    • 1.2k views
    • 
    • jpod
    • September 10, 2007

44. Changing Distribution Options

    By Guest bmurphy, March 8, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 8, 2002

45. changing distribution options

    By Santo Gold, July 3, 2008
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • July 3, 2008

46. changing involuntary distribution amount

    By Santo Gold, January 14, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 14, 2009

47. changing ownership on annuity

    By jkdoll2, June 16, 2010
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • June 16, 2010

48. Changing participant elections after the annuity starting date.

    By Guest Do, September 17, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 17, 1999

49. changing repayment conditions for a loan rollover

    By Santo Gold, March 1, 2007
    • 0 replies
    • 1k views
    • 
    • Santo Gold
    • March 1, 2007

50. Changing Substantially Equal Pmts

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