Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Participant Distribution Fees

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

2. Loan Refinancing

   By MoShawn, May 22, 2008
   • 13 replies
   • 2.2k views
   • 
   • QDROphile
   • May 28, 2008

3. WRERA - Participant Wants to take RMD

   By Guest ResearchGirl, February 2, 2009
   • 12 replies
   • 2.2k views
   • 
   • jlea
   • February 9, 2009

4. Voluntary Loan Default in California

   By Bethany S, February 12, 2020
   • 22 replies
   • 2.2k views
   • 
   • QDROphile
   • February 27, 2020

5. Successful methods for locating lost participants???

   By Guest pjg, March 25, 2003
   • 11 replies
   • 2.2k views
   • 
   • rosskeene
   • March 24, 2004

6. Hardship Dist after age 59 1/2

   By Lori H, June 11, 2012
   • 7 replies
   • 2.2k views
   • 
   • ETA Consulting LLC
   • June 12, 2012

7. RMD from PSP that includes after tax contributions

   By smm, March 22, 2005
   • 6 replies
   • 2.2k views
   • 
   • smm
   • March 23, 2005

8. Qualified Disaster Recovery Distributions - Qualified Disaster Area

   By RatherBeGolfing, October 3, 2024
   • 15 replies
   • 2.2k views
   • 
   • Peter Gulia
   • October 24, 2024

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

   By Guest Dave Danziger, April 30, 2002
   • 11 replies
   • 2.2k views
   • 
   • Guest
   • May 2, 2002

10. Plan Administrator Failed to Deduct Loan Payments

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

11. Distribution to Beneficiary

    By Guest notapensiongeek, October 24, 2006
    • 5 replies
    • 2.2k views
    • 
    • Belgarath
    • October 25, 2006

12. Employee now considered "contract labor"

    By MarZDoates, January 2, 2013
    • 6 replies
    • 2.2k views
    • 
    • masteff
    • February 27, 2013

13. Multiple Hardship Distributions in a 12 month period

    By Guest AOlson, July 28, 1999
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • July 28, 1999

14. Retroactive Annuity Starting Date

    By Guest pension222, February 2, 2001
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • February 3, 2001

15. Participant Loan & Disability

    By R. Butler, October 20, 2003
    • 4 replies
    • 2.1k views
    • 
    • R. Butler
    • October 22, 2003

16. Hardship Dist... taxes

    By Basically, February 3
    • 13 replies
    • 2.1k views
    • 
    • Peter Gulia
    • February 10

17. Participant remarried to non-resident alien for 3 years, does old beneficary designation apply?

    By stephen, June 30, 2004
    • 4 replies
    • 2.1k views
    • 
    • stephen
    • July 1, 2004

18. IRS Minimum Distribution Regulation Delayed

    By Guest Calimayhew, November 6, 2002
    • 6 replies
    • 2.1k views
    • 
    • MGB
    • December 9, 2002

19. Ineligible Deferrals

    By Leopurrd, April 26, 2006
    • 3 replies
    • 2.1k views
    • 
    • Leopurrd
    • April 27, 2006

20. Self Cert Hardship

    By Lou81, December 13, 2024
    • 11 replies
    • 2.1k views
    • 
    • Belgarath
    • December 18, 2024

21. Hardship

    By HarleyBabe, December 29, 2008
    • 5 replies
    • 2.1k views
    • 
    • HarleyBabe
    • December 30, 2008

22. Hardships

    By Felicia, November 11, 2009
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • November 13, 2009

23. distributable events

    By Guest ama, July 31, 2003
    • 1 reply
    • 2.1k views
    • 
    • Harwood
    • July 31, 2003

24. Plan loan offset, rollover of net funds, repayment of plan loan

    By Jay Bobber, January 10, 2020
    • 10 replies
    • 2.1k views
    • 
    • Era
    • January 17, 2021

25. Rollovers of after-tax funds to Roth IRAs

    By Guest PGH.ERISA, April 24, 2008
    • 5 replies
    • 2.1k views
    • 
    • Appleby
    • August 20, 2008

26. Distribution From Multiemployer plan

    By RCK, July 28, 2006
    • 4 replies
    • 2.1k views
    • 
    • RTK
    • August 3, 2006

27. Safe-Harbor hardship distribution

    By Guest bmurphy, August 27, 2002
    • 2 replies
    • 2.1k views
    • 
    • mbozek
    • August 27, 2002

28. Participant loan offset not allowed because the balance is over $5,000

    By Guest mo again, July 20, 2000
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • April 2, 2001

29. Hardship distribution 401k vs profit sharing

    By ombskid, June 11, 2008
    • 6 replies
    • 2.1k views
    • 
    • Bird
    • June 13, 2008

30. Incoming rollover

    By Bird, March 9, 2007
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • March 15, 2007

31. Maximum Loan Limit - defies logic

    By Brenda Wren, October 10, 2023
    • 9 replies
    • 2.1k views
    • 
    • Peter Gulia
    • October 11, 2023

32. RMD Calculations Pooled Accounts

    By ERISAAPPLE, April 19, 2018
    • 6 replies
    • 2.1k views
    • 
    • ERISAAPPLE
    • April 20, 2018

33. Spousal Consent for Loan from NON-QJSA Plan ?

    By Guest halka, June 16, 2004
    • 3 replies
    • 2.1k views
    • 
    • mbozek
    • June 17, 2004

34. RMD non-owner Exception

    By Vlad401k, June 22, 2015
    • 6 replies
    • 2.1k views
    • 
    • Tom Poje
    • June 23, 2015

35. deductible participant loan interest

    By Guest billy bong, February 2, 1999
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • February 3, 1999

36. Regulation Z and Plan loans

    By R. Butler, October 17, 2001
    • 2 replies
    • 2.1k views
    • 
    • pmacduff
    • October 17, 2001

37. are hardship distributions protected under 411(d)(6)?

    By KJohnson, February 28, 2000
    • 1 reply
    • 2.1k views
    • 
    • Scuba 401
    • February 28, 2000

38. Abatement?

    By FundeK, January 20, 2005
    • 4 replies
    • 2.1k views
    • 
    • mbozek
    • April 20, 2005

39. Missed RMD...

    By K-t-F, January 10, 2007
    • 5 replies
    • 2.1k views
    • 
    • Belgarath
    • February 8, 2007

40. If a named 401k beneficiary rejects the distribution on the death of t

    By Guest David O'Loughlin, November 9, 2000
    • 4 replies
    • 2.1k views
    • 
    • david rigby
    • November 10, 2000

41. Prior year errors or unavailable history

    By richard, November 19, 1998
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • November 19, 1998

42. Failure to Withhold

    By jmrsai, March 20, 2009
    • 5 replies
    • 2.1k views
    • 
    • K2retire
    • March 20, 2009

43. Hardship Distribution - Primary Beneficiary

    By JRG, May 28, 2010
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 28, 2010

44. available hardship amount

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

45. In-service distribution in Profit Sharing Plan

    By Guest DCquestioner, September 29, 2008
    • 1 reply
    • 2.1k views
    • 
    • J Simmons
    • September 29, 2008

46. 60-day rollover rules

    By Brenda Wren, July 5, 2000
    • 3 replies
    • 2.1k views
    • 
    • pjkoehler
    • July 6, 2000

47. Death benefit - subject to anti-cutback rules?

    By Guest Sieve, July 8, 2008
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • July 8, 2008

48. IRS 402(f) Notice

    By Guest brsears, April 14, 2005
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • April 14, 2005

49. Life and Death Planning for Retirement Benefits, by Choate

    By Guest skrasney, December 17, 1998
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 18, 1998

50. Paperless Loans/Takeover Plans

    By Guest greymann, December 3, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • December 3, 1998