Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. MRD for active participant born in 1916

   By Guest crosseyetester, November 17, 2005
   • 5 replies
   • 2.2k views
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   • DTH
   • November 19, 2005

2. How are other employers implementing GATT -- what criteria to use in c

   By Dave Baker, June 8, 1999
   • 5 replies
   • 2.2k views
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   • david rigby
   • June 11, 1999

3. Loan Limit

   By jpod, September 3, 2009
   • 12 replies
   • 2.2k views
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   • Guest
   • September 9, 2009

4. RMD Calculations Pooled Accounts

   By ERISAAPPLE, April 19, 2018
   • 6 replies
   • 2.2k views
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   • ERISAAPPLE
   • April 20, 2018

5. 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
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   • Guest
   • May 2, 2002

6. Loan Refinancing

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

7. Distribution to Non-Spouse Beneficiary

   By Guest TracyAndrews, March 15, 2006
   • 2 replies
   • 2.2k views
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   • Bird
   • March 16, 2006

8. hardship with loan balance

   By JKW, July 28, 2010
   • 7 replies
   • 2.2k views
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   • masteff
   • January 3, 2011

9. Withholding on ineligible deferrals

   By hunter001, October 16, 2012
   • 5 replies
   • 2.2k views
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   • dcoderre
   • October 18, 2012

10. Participant Distribution Fees

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

11. Death Benefit to Spouse

    By DTH, May 17, 2007
    • 7 replies
    • 2.2k views
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    • masteff
    • May 31, 2007

12. WRERA - Participant Wants to take RMD

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

13. distributable events

    By Guest ama, July 31, 2003
    • 1 reply
    • 2.2k views
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    • Harwood
    • July 31, 2003

14. RMD from PSP that includes after tax contributions

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

15. RMD's for 2010 - Were they suspended too?

    By Jim Chad, August 10, 2010
    • 2 replies
    • 2.2k views
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    • Jim Chad
    • August 14, 2010

16. Successful methods for locating lost participants???

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

17. Plan Administrator Failed to Deduct Loan Payments

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

18. Uncleared rollover check

    By Guest beppie_stark, August 9, 2011
    • 4 replies
    • 2.2k views
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    • Guest
    • November 11, 2011

19. Multiple Hardship Distributions in a 12 month period

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

20. Hardship Dist after age 59 1/2

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

21. Ineligible Deferrals

    By Leopurrd, April 26, 2006
    • 3 replies
    • 2.2k views
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    • Leopurrd
    • April 27, 2006

22. Retroactive Annuity Starting Date

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

23. Distribution to Beneficiary

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

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

    By stephen, June 30, 2004
    • 4 replies
    • 2.2k views
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    • stephen
    • July 1, 2004

25. Participant Loan & Disability

    By R. Butler, October 20, 2003
    • 4 replies
    • 2.2k views
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    • R. Butler
    • October 22, 2003

26. Distribution From Multiemployer plan

    By RCK, July 28, 2006
    • 4 replies
    • 2.2k views
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    • RTK
    • August 3, 2006

27. IRS Minimum Distribution Regulation Delayed

    By Guest Calimayhew, November 6, 2002
    • 6 replies
    • 2.2k views
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    • MGB
    • December 9, 2002

28. Hardships

    By Felicia, November 11, 2009
    • 8 replies
    • 2.2k views
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    • Guest
    • November 13, 2009

29. Hardship

    By HarleyBabe, December 29, 2008
    • 5 replies
    • 2.2k views
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    • HarleyBabe
    • December 30, 2008

30. Rollovers of after-tax funds to Roth IRAs

    By Guest PGH.ERISA, April 24, 2008
    • 5 replies
    • 2.2k views
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    • Appleby
    • August 20, 2008

31. Missed RMD...

    By K-t-F, January 10, 2007
    • 5 replies
    • 2.2k views
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    • Belgarath
    • February 8, 2007

32. Prior year errors or unavailable history

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

33. Safe-Harbor hardship distribution

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

34. 1099-R coding for death distributions

    By FundeK, November 22, 2004
    • 5 replies
    • 2.1k views
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    • Appleby
    • November 24, 2004

35. Hardship distribution 401k vs profit sharing

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

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

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

37. Incoming rollover

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

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

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

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

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

40. 8955-SSA Filings - records of filings?

    By RestAssured, February 28, 2022
    • 7 replies
    • 2.1k views
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    • david rigby
    • February 28, 2022

41. RMD non-owner Exception

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

42. 60-day rollover rules

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

43. deductible participant loan interest

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

44. Abatement?

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

45. Back up documentation for Hardship Distribution

    By Guest Jnnnwmn, November 14, 2002
    • 3 replies
    • 2.1k views
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    • E as in ERISA
    • November 15, 2002

46. Regulation Z and Plan loans

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

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

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

48. 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
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    • david rigby
    • November 10, 2000

49. Correction for 70-1/2 Rollover to IRA

    By Guest Judy S, July 5, 2007
    • 3 replies
    • 2.1k views
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    • Guest
    • July 5, 2007

50. Hardship Distribution - Primary Beneficiary

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