Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Changing the terms of the loan policy

   By Guest anne1, October 25, 2006
   • 1 reply
   • 1.3k views
   • 
   • Archimage
   • October 26, 2006

2. changing timing of force-outs

   By AlbanyConsultant, September 2, 2019
   • 5 replies
   • 806 views
   • 
   • AKowalski
   • September 3, 2019

3. Charging for distribution packages

   By Guest curmudgeon, October 22, 2004
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • October 22, 2004

4. Check fee for distributions

   By R. Butler, October 3, 2000
   • 0 replies
   • 1.4k views
   • 
   • R. Butler
   • October 3, 2000

5. Child Beneficiary - documentation?

   By jmartin, October 20, 2016
   • 1 reply
   • 634 views
   • 
   • david rigby
   • October 20, 2016

6. Child Support Payments

   By Guest psgross, August 17, 2005
   • 6 replies
   • 1.7k views
   • 
   • QDROphile
   • August 17, 2005

7. Church as Beneficiary

   By Guest THess, June 26, 2002
   • 2 replies
   • 1.4k views
   • 
   • mbozek
   • June 26, 2002

8. Cite for spousal consent NOT being required to certain non- J&S pl

   By John A, April 4, 2002
   • 3 replies
   • 1.9k views
   • 
   • Belgarath
   • April 5, 2002

9. Cite for Voluntary After Tax Distributions

   By Guest Powers, August 19, 2002
   • 4 replies
   • 1.4k views
   • 
   • QDROphile
   • August 20, 2002

10. Cleaning up Terminated & Paid-out Participants

    By Basically, May 31, 2024
    • 7 replies
    • 1.1k views
    • 
    • Bri
    • June 4, 2024

11. Cobra Payments - safe harbor hardship reason?

    By FundeK, May 20, 2004
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 20, 2004

12. Code M for Loan Offsets

    By Vlad401k, October 28, 2020
    • 1 reply
    • 591 views
    • 
    • C. B. Zeller
    • October 28, 2020

13. Coding 1099s for Roth

    By Jim Chad, December 22, 2010
    • 0 replies
    • 890 views
    • 
    • Jim Chad
    • December 22, 2010

14. Collection Agency

    By Guest pensionz, October 27, 2005
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • November 1, 2005

15. Collectively Bargained Money Purchase Plan - Deemed Retirement

    By rocknrolls2, October 8, 2019
    • 3 replies
    • 731 views
    • 
    • Luke Bailey
    • October 8, 2019

16. Combined DB plan distributions

    By Guest pjp, February 28, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 1, 2001

17. commercial locator service

    By R. Butler, July 17, 2013
    • 4 replies
    • 3.3k views
    • 
    • david rigby
    • July 18, 2013

18. Commercial Locator Services

    By Tom Veal, November 13, 2025
    • 2 replies
    • 336 views
    • 
    • Lou S.
    • November 13, 2025

19. Company "forgot" to payroll deduct loan payments

    By maverick, September 7, 2002
    • 14 replies
    • 3.2k views
    • 
    • maverick
    • October 10, 2002

20. Competing claims for distribution of deceased 401k participant - requirement to share documents submitted in appeal to other party

    By t.haley, August 20, 2025
    • 6 replies
    • 667 views
    • 
    • david rigby
    • August 22, 2025

21. Computation of minimum distribution period.

    By Guest datalife, June 7, 1999
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • June 18, 1999

22. Conditions on a lump sum distribution

    By Guest Grumpy456, February 2, 2007
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • February 8, 2007

23. conduit IRA

    By Guest slt, March 28, 2002
    • 6 replies
    • 2k views
    • 
    • mbozek
    • April 1, 2002

24. Conflicting Loan Policy and Promissory Note

    By Guest Statler, January 23, 2009
    • 4 replies
    • 1.2k views
    • 
    • J Simmons
    • January 23, 2009

25. Confused about hardship w/d sources

    By Guest dhall, June 6, 2008
    • 1 reply
    • 1.1k views
    • 
    • Kimberly S
    • June 6, 2008

26. Confusion on 401k rollover limitations...

    By Guest Zebo, November 3, 2006
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 3, 2006

27. Congressional Authorization of Loans (401k/404c)

    By Guest TrustButVerify, July 10, 2007
    • 1 reply
    • 1.2k views
    • 
    • jpod
    • July 10, 2007

28. Consent of Incompetent Spouse

    By Guest Patrick Foley, July 2, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 3, 2002

29. Consent of spouse?

    By Lori H, August 26, 2016
    • 3 replies
    • 861 views
    • 
    • My 2 cents
    • August 30, 2016

30. Consent to Loan

    By Randy Watson, April 13, 2007
    • 2 replies
    • 1.6k views
    • 
    • Randy Watson
    • April 13, 2007

31. Consequences of a Failure to Defer Benefits

    By Guest SuzieQNEC, October 25, 2007
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • October 25, 2007

32. Consequences of Rollover to Roth IRA?

    By Guest boberlander, December 5, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 5, 2000

33. Consolidating Loans

    By Stash026, November 4, 2019
    • 6 replies
    • 896 views
    • 
    • Larry Starr
    • November 7, 2019

34. continuation of MRD, but using daughter's age after death of participa

    By MR, March 18, 2002
    • 3 replies
    • 1.4k views
    • 
    • BPickerCPA
    • March 21, 2002

35. Continuation of periodic payments after re-hire following a good-faith

    By gle3186, September 9, 2002
    • 0 replies
    • 1.2k views
    • 
    • gle3186
    • September 9, 2002

36. Continuing RMDs after participant death?

    By RayRay, March 18, 2024
    • 6 replies
    • 1.3k views
    • 
    • Appleby
    • March 24, 2024

37. Control group

    By scsfam, June 22, 2020
    • 2 replies
    • 830 views
    • 
    • Larry Starr
    • June 22, 2020

38. Control Group Distribution

    By Biz Develop Consultant BJF, May 29, 2018   

    • distributable event
    • control group
    • 4 replies
    • 1.8k views
    • 
    • Doc Ument
    • May 30, 2018

39. Controlled Group - Transfer Loan from Plan A to Plan B to follow employee from Company A to Company B

    By SRM, December 16, 2004
    • 0 replies
    • 1.3k views
    • 
    • SRM
    • December 16, 2004

40. Controlled Group - Two Plans to Avoid Audit and Aggregation

    By Will.I.Am, August 26, 2022
    • 1 reply
    • 447 views
    • 
    • Will.I.Am
    • August 26, 2022

41. Controlled Group terminates one business and reteins the other two, can the terminated employees keep money in the remaining plan?

    By Guest jsample, October 16, 2003
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • November 5, 2003

42. Conversion from C to S Corp.

    By Guest, August 18, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 18, 1999

43. Conversion to LLC

    By Guest kjungkin, December 1, 1998
    • 2 replies
    • 2.1k views
    • 
    • Alan Simpson
    • December 1, 1998

44. Conversion to Roth

    By Earl, May 31, 2014
    • 4 replies
    • 1.1k views
    • 
    • Earl
    • June 2, 2014

45. Convert from PC to LLC

    By eilano, November 17, 1999
    • 1 reply
    • 2k views
    • 
    • davef
    • November 19, 1999

46. Converting loan under old rules to loan under current rules?

    By John A, October 11, 1999
    • 0 replies
    • 1.3k views
    • 
    • John A
    • October 11, 1999

47. Convicted Felon wants to take a distribution

    By jmartin, April 5, 2013
    • 7 replies
    • 2.8k views
    • 
    • david rigby
    • August 5, 2013

48. Corbel's GUST DC Proto, Basic Plan #01

    By J Simmons, January 28, 2009
    • 10 replies
    • 2k views
    • 
    • J Simmons
    • February 11, 2009

49. Coronavirus distribution affecting current vesting on termination payout?!

    By pmacduff, July 14, 2023
    • 2 replies
    • 450 views
    • 
    • pmacduff
    • July 26, 2023

50. Coronavirus Related Loan

    By Dougsbpc, June 7, 2021
    • 2 replies
    • 507 views
    • 
    • Dougsbpc
    • June 10, 2021