Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Consolidating Loans

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

2. Plan Administrator Failed to Deduct Loan Payments

   By Guest Sara H, March 4, 2002
   • 6 replies
   • 2.2k views
   • 
   • Mike Preston
   • March 7, 2002

3. Missing Beneficiary of Deceased Participant

   By chris, July 18, 2005
   • 6 replies
   • 1.7k views
   • 
   • chris
   • July 19, 2005

4. Distribution to Atty-in-Fact During Divorce

   By chris, April 22, 2003
   • 6 replies
   • 1.5k views
   • 
   • chris
   • April 23, 2003

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

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

6. Loan from basically a dormant plan

   By R. Butler, July 3, 2014
   • 6 replies
   • 1.3k views
   • 
   • Bird
   • July 7, 2014

7. Mortgage company requesting plan doc

   By TPApril, October 17, 2016
   • 6 replies
   • 881 views
   • 
   • K2retire
   • October 18, 2016

8. disability payout

   By Guest lip, April 16, 2008
   • 6 replies
   • 2k views
   • 
   • Everett Moreland
   • April 17, 2008

9. Another question about RMD vs. IRA Rollover

   By Guest FREE401k, May 15, 2002
   • 6 replies
   • 1.6k views
   • 
   • Guest
   • May 16, 2002

10. correction for failure to suspend deferrals after hardship

    By pmacduff, June 15, 2016
    • 6 replies
    • 2.6k views
    • 
    • Tom Poje
    • June 16, 2016

11. How to set up secondary beneficiaries in dC qjsa plan

    By TPApril, December 7, 2014
    • 6 replies
    • 1.1k views
    • 
    • mbozek
    • December 10, 2014

12. 411(d)(6) protection - applicable to in-service?

    By John Feldt ERPA CPC QPA, June 12, 2013
    • 6 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • August 13, 2013

13. Qdro gone wrong, funds distributed incorrectly

    By Needhelp, May 16, 2020
    • 6 replies
    • 1.5k views
    • 
    • char Nahashon
    • May 31, 2020

14. Excess Deferral Tax Treatment

    By Vlad401k, December 6, 2017
    • 6 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • December 13, 2017

15. Loan provisions

    By Belgarath, February 3, 2017
    • 6 replies
    • 903 views
    • 
    • K2retire
    • February 3, 2017

16. Can Money Purchase Plan Be Amended to Allow Distribution in Final stages of cancer??

    By rocknrolls2, February 24, 2020
    • 6 replies
    • 1.5k views
    • 
    • Luke Bailey
    • March 13, 2020

17. Life Insurance Proceeds

    By Randy Watson, October 11, 2007
    • 6 replies
    • 1.5k views
    • 
    • Bird
    • October 12, 2007

18. Participant Loan Rollover Question-Asset Acquisition of Company

    By MarZDoates, July 28, 2015
    • 6 replies
    • 2.1k views
    • 
    • mphs77
    • July 28, 2015

19. Do Truth In Lending Notices apply for 401(k) loans

    By BG5150, May 19, 2017
    • 6 replies
    • 2k views
    • 
    • RatherBeGolfing
    • May 19, 2017

20. Child Support Payments

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

21. Lost Participants in existing plan

    By BG5150, July 17, 2009
    • 6 replies
    • 1.9k views
    • 
    • mbozek
    • July 17, 2009

22. loan default

    By thepensionmaven, July 29, 2015
    • 6 replies
    • 1.3k views
    • 
    • K2retire
    • July 30, 2015

23. IRS has revised the 12/27/01 Special Tax Notice

    By Everett Moreland, January 17, 2002
    • 6 replies
    • 1.6k views
    • 
    • MGB
    • January 17, 2002

24. Withholding Taxes On Low-Income Retiree

    By Guest SBlack, January 4, 2001
    • 6 replies
    • 1.5k views
    • 
    • KIP KRAUS
    • January 5, 2001

25. undetermined amount needed for hardship

    By Santo Gold, March 20, 2007
    • 6 replies
    • 2k views
    • 
    • wsp
    • March 22, 2007

26. QDR

    By Coinscorner, February 26, 2020
    • 6 replies
    • 972 views
    • 
    • fmsinc
    • March 3, 2020

27. available hardship amount

    By K2retire, May 18, 2009
    • 6 replies
    • 2.1k views
    • 
    • K2retire
    • May 19, 2009

28. Calculating minimum distribution with loan in the account balance

    By Guest terric, December 21, 2005
    • 6 replies
    • 2k views
    • 
    • JanetM
    • January 12, 2006

29. loan over 5 year term for principal residence

    By JKW, May 22, 2014
    • 6 replies
    • 1.3k views
    • 
    • mbozek
    • May 24, 2014

30. Mandatory Withholding

    By DPSRich, April 3, 2019   

    • quadro
    • 6 replies
    • 679 views
    • 
    • DPSRich
    • April 5, 2019

31. loans not allowed to per diem employees?

    By AlbanyConsultant, April 12, 2024
    • 6 replies
    • 1.4k views
    • 
    • EMoney
    • April 15, 2024

32. In-Plan Roth Conversion & 2024 RMD

    By TPApril, June 13, 2024
    • 6 replies
    • 1.1k views
    • 
    • Appleby
    • June 15, 2024

33. The end of the 8109?

    By AlbanyConsultant, July 17, 2007
    • 6 replies
    • 2.8k views
    • 
    • AlbanyConsultant
    • July 19, 2007

34. State Income Tax Withholding for Maryland on retirement plan distribut

    By Guest Kevin Plymyer, September 26, 2000
    • 6 replies
    • 3.4k views
    • 
    • Harwood
    • January 21, 2004

35. 5 year repmt, practical considerations

    By wvbeachgirl, November 12, 2007
    • 6 replies
    • 3k views
    • 
    • masteff
    • July 13, 2014

36. Determination of Vest % for 401(m) excess match contribution

    By Guest KennyH, January 6, 2012
    • 6 replies
    • 966 views
    • 
    • Guest
    • January 6, 2012

37. Escheating money to state for missing participants. Anyone done it?

    By TPAVP, December 21, 2004
    • 6 replies
    • 2k views
    • 
    • mbozek
    • December 21, 2004

38. Active Post NRA Participant Wants Loan Balance "Distributed" as a Loan Offset

    By cheersmate, December 19, 2024   

    • loan offset
    • in-service distribution
    • (and 1 more)

      Tagged with:

      • loan offset
      • in-service distribution
      • partial withdrawal
    • 6 replies
    • 1.4k views
    • 
    • Artie M
    • January 2

39. Participant Distribution Fees

    By Guest cmp1454, June 19, 2009
    • 6 replies
    • 2.2k views
    • 
    • GMK
    • June 22, 2009

40. loan and hardship at same time

    By Guest mam, October 21, 1999
    • 6 replies
    • 2k views
    • 
    • MWeddell
    • October 25, 1999

41. Satisfying RMDs with Lump Sum

    By Randy Watson, October 18, 2010
    • 6 replies
    • 1.8k views
    • 
    • Randy Watson
    • October 19, 2010

42. is adding a minimum in-service distribution a problem?

    By AlbanyConsultant, March 1, 2021
    • 6 replies
    • 953 views
    • 
    • FormsRstillmylife
    • March 3, 2021

43. 1099-R forms for loan

    By pmacduff, September 18, 2007
    • 6 replies
    • 3k views
    • 
    • pmacduff
    • September 19, 2007

44. Non owner RMD... must one be taken??

    By Basically, December 23, 2021
    • 6 replies
    • 782 views
    • 
    • Bri
    • December 27, 2021

45. RMD after Death but before RBD?

    By mgcpension, October 23, 2014
    • 6 replies
    • 1.4k views
    • 
    • mgcpension
    • October 23, 2014

46. Plan termination - loan offsets - participant age 55 to 59 1/2 - 1099-R form

    By pmacduff, December 5, 2022
    • 6 replies
    • 1.4k views
    • 
    • pmacduff
    • December 8, 2022

47. timing of distribution for deceased participant

    By cpc0506, June 25, 2010
    • 6 replies
    • 1.3k views
    • 
    • mbozek
    • July 1, 2010

48. Excess Loan Amounts

    By cathyw, May 24, 2018
    • 6 replies
    • 814 views
    • 
    • K2retire
    • May 30, 2018

49. Principal Residence

    By Guest Donell, February 16, 2012
    • 6 replies
    • 1.5k views
    • 
    • masteff
    • February 17, 2012

50. Incarcerated participant - can spouse authorize distribution?

    By Guest marciab, April 8, 2005
    • 6 replies
    • 5.3k views
    • 
    • Guest
    • April 8, 2005