Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Cure Period

   By Randy Watson, April 29, 2004
   • 3 replies
   • 1.8k views
   • 
   • Randy Watson
   • April 30, 2004

2. Cure period - Does it apply to the last payment of 5 year loan term

   By ErisaGooroo, August 29, 2016   

   • Cure Period
   • 1 reply
   • 736 views
   • 
   • Bird
   • August 29, 2016

3. Cure period applicable to 5 year max loan?

   By Guest NoraLenderB, August 21, 2012
   • 13 replies
   • 5.8k views
   • 
   • QDROphile
   • September 11, 2012

4. CV loan extenstion/reamortization

   By Bird, June 19, 2020
   • 16 replies
   • 1.5k views
   • 
   • Mike Preston
   • July 1, 2020

5. Daily Value of interest

   By emmetttrudy, November 17, 2011
   • 1 reply
   • 1.1k views
   • 
   • Bird
   • November 18, 2011

6. Date of notary and participant's signature

   By FundeK, September 15, 2004
   • 4 replies
   • 2.3k views
   • 
   • mbozek
   • September 17, 2004

7. Dated Hardship Expense

   By 30Rock, July 28, 2010
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • July 29, 2010

8. DB Beneficiary Deceased

   By Guest Relief, June 7, 2010
   • 4 replies
   • 1.1k views
   • 
   • GMK
   • June 7, 2010

9. DB Disability Benefit Notice Requirements

   By DTH, March 24, 2003
   • 1 reply
   • 909 views
   • 
   • Guest
   • March 24, 2003

10. DB distributes too much to a retiring participant

    By katieinny, January 24, 2008
    • 5 replies
    • 1.3k views
    • 
    • katieinny
    • January 28, 2008

11. DB J&S payment after divorce and death of retiree

    By Guest clux, June 25, 2010
    • 12 replies
    • 4.1k views
    • 
    • Guest
    • July 1, 2010

12. DB Loan Taxation

    By mctoe, May 29, 2015
    • 8 replies
    • 1.1k views
    • 
    • mctoe
    • June 1, 2015

13. DB minimum distribution

    By Tom Poje, March 10, 2006
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 10, 2006

14. DB minimum distribution for 03

    By Guest Rae, November 24, 2003
    • 1 reply
    • 929 views
    • 
    • Guest
    • November 24, 2003

15. DB plan - loan taken - participant signed but spouse did not and not notarized

    By Jakyasar, January 15, 2021
    • 3 replies
    • 605 views
    • 
    • FORMER ESQ.
    • January 16, 2021

16. DB plan benefits paid out of wrong, but related, trust - how can it be corrected?

    By Guest cstrong, September 24, 2003
    • 4 replies
    • 2.7k views
    • 
    • david rigby
    • September 24, 2003

17. DB plan distribution, request date vs actual date of transfer

    By Jakyasar, May 22, 2021
    • 2 replies
    • 604 views
    • 
    • Jakyasar
    • May 24, 2021

18. DB Plan Form of Benefit Options - Alternate Beneficiary

    By TPApril, June 20, 2012
    • 0 replies
    • 742 views
    • 
    • TPApril
    • June 20, 2012

19. DB plan RMD - paid out more that the required amount

    By Jakyasar, July 27, 2020
    • 2 replies
    • 868 views
    • 
    • Jakyasar
    • July 27, 2020

20. DB Plan RMDs, Marriage Status Unknown

    By JRG, June 4, 2010
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • June 4, 2010

21. DB Plan termination, when is withholding due?

    By DMcGovern, January 12, 2021
    • 4 replies
    • 684 views
    • 
    • Lou S.
    • January 14, 2021

22. DB Plan Termination, withholding taxes on lump sum

    By DMcGovern, January 5, 2017
    • 4 replies
    • 874 views
    • 
    • DMcGovern
    • January 5, 2017

23. DB plan with empoloyee contributions

    By Guest SuzieQNEC, August 21, 2009
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • September 4, 2009

24. DB RMD

    By mming, January 3, 2007
    • 5 replies
    • 1.7k views
    • 
    • Belgarath
    • January 4, 2007

25. DB RMD (>72) DOT=12/31

    By TPApril, October 28, 2020
    • 4 replies
    • 726 views
    • 
    • Luke Bailey
    • October 29, 2020

26. DB rollover

    By Guest EBC, August 24, 2001
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • August 25, 2001

27. DB, New Plan, RMD

    By Lou S., December 20, 2013
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • December 27, 2013

28. DC Participant Receiving RMDs Buys Annuity Contract

    By rocknrolls2, October 29, 2007
    • 2 replies
    • 889 views
    • 
    • rocknrolls2
    • October 30, 2007

29. DC plan and QJSA & QOSA

    By Guest Benefitsrock, July 24, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 29, 2009

30. DC plan deceased participant with no beneficiary

    By doombuggy, December 7, 2015
    • 3 replies
    • 2.1k views
    • 
    • Peter Gulia
    • January 28, 2016

31. DC Plan Distribution Window

    By Blinky the 3-eyed Fish, February 27, 2007
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • February 27, 2007

32. DC Plan Relative Value Disclosures

    By Guest ASmithKochCPA, January 12, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 12, 2006

33. DC plan: in-servce dist after plan term?

    By AlbanyConsultant, February 1, 2017
    • 5 replies
    • 601 views
    • 
    • Peter Gulia
    • February 3, 2017

34. De minimis for auto forfeit instead of auto cash out

    By TPApril, November 11, 2023
    • 0 replies
    • 411 views
    • 
    • TPApril
    • November 11, 2023

35. De minimus payout

    By pmacduff, February 21, 2017
    • 7 replies
    • 874 views
    • 
    • Calavera
    • February 23, 2017

36. Dead guy with an outstanding loan

    By MSN, November 20, 2007
    • 16 replies
    • 3.8k views
    • 
    • Steelerfan
    • November 27, 2007

37. Death Distribution

    By Guest Lex, July 23, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • July 23, 2002

38. Death after failure to take RMD

    By PMC, July 25, 2006
    • 1 reply
    • 1.3k views
    • 
    • jpod
    • July 25, 2006

39. Death after RBD

    By DTH, June 4, 2004
    • 5 replies
    • 2.3k views
    • 
    • Appleby
    • June 7, 2004

40. Death after RBD - then Designated Beneficiary/Participant dies after RBD

    By TPApril, May 29, 2022
    • 1 reply
    • 507 views
    • 
    • Peter Gulia
    • May 30, 2022

41. Death and Outstanding Loans

    By Felicia, May 1, 2003
    • 12 replies
    • 3.9k views
    • 
    • mbozek
    • August 21, 2003

42. Death before distributions begin

    By k man, March 15, 2007
    • 8 replies
    • 1.5k views
    • 
    • k man
    • March 16, 2007

43. Death before minimum required distribution

    By jlf, September 2, 1999
    • 2 replies
    • 1.6k views
    • 
    • Wessex
    • September 3, 1999

44. Death before RBD - Multiple Beneficiaries with Different Distributions

    By Phlyers, August 16, 2018
    • 5 replies
    • 1.5k views
    • 
    • Phlyers
    • September 5, 2018

45. Death before RBD - Spousal options?

    By TBob, March 30, 2006
    • 9 replies
    • 3.1k views
    • 
    • jevd
    • March 31, 2006

46. Death Benefit

    By Guest SPOT, August 4, 2003
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • August 4, 2003

47. Death Benefit

    By Guest MC2, February 21, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 21, 2007

48. Death Benefit - Missouri

    By justanotheradmin, December 9, 2024
    • 4 replies
    • 959 views
    • 
    • ESOP Guy
    • December 10, 2024

49. Death benefit - No beneficiary

    By 401(k)athryn, July 6, 2017
    • 24 replies
    • 9.2k views
    • 
    • MoJo
    • July 17, 2017

50. Death Benefit - No Designated Beneficiary

    By Guest wolfman, June 20, 2001
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • June 21, 2001